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Bank of America Series L
BAC.PRL

Overview Fund Activity

263 hedge funds and large institutions have $2.25B invested in Bank of America Series L in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 89 reducing their positions, and 15 closing their positions.

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.53%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
56
Reduced
89
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$145M
2
CL
2
CSS LLC
Illinois
$22.9M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$14.8M
4
ACM
4
Advisors Capital Management
New Jersey
$27M
5
Universal-Beteiligungs- und Servicegesellschaft
5
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.71M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$81.2M
2
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$35M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$21.5M
5
MSL
5
Mackay Shields LLC
New York
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
126
Waterloo Capital
Texas
$778K -$136K -112 -15%
BAM
127
BOS Asset Management
Illinois
$768K – – –
FFA
128
First Foundation Advisors
California
$700K – – –
SFA
129
Sequoia Financial Advisors
Ohio
$685K -$121K -100 -15%
TB
130
Terril Brothers
Missouri
$677K – – –
PAG
131
Private Advisor Group
New Jersey
$673K +$108K +89 +19%
CMS
132
Capital Market Strategies
Florida
$665K -$166K -137 -20%
SIG
133
Stonegate Investment Group
Alabama
$647K – – –
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$646K +$88.5K +73 +16%
RFA
135
Resurgent Financial Advisors
Georgia
$644K +$1.21K +1 +0.2%
NCM
136
Novare Capital Management
North Carolina
$636K -$653K -529 Closed
AAMC
137
Asset Allocation & Management Company
Illinois
$630K +$630K +519 New
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$621K +$26.6K +22 +4%
TSS
139
Two Sigma Securities
New York
$613K +$613K +505 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$607K +$589K +486 +3,240%
EH
141
Equitable Holdings
New York
$599K +$114K +94 +24%
VAS
142
Vestmark Advisory Solutions
Massachusetts
$596K -$664K -547 -53%
WA
143
Wambolt & Associates
Colorado
$585K -$1.21K -1 -0.2%
NW
144
NewEdge Wealth
Pennsylvania
$579K -$42.5K -35 -7%
IAS
145
Insigneo Advisory Services
Florida
$553K – – –
RBFC
146
Roman Butler Fullerton & Co
Missouri
$549K – – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$523K +$87.3K +72 +20%
SG Americas Securities
148
SG Americas Securities
New York
$522K – – –
PWSG
149
Pacific Wealth Strategies Group
California
$515K +$18.3K +15 +4%
SFS
150
Sowell Financial Services
Arkansas
$511K – – –
4 5
6
7 8