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Bank of America Series L
BAC.PRL

Overview Fund Activity

258 hedge funds and large institutions have $2.3B invested in Bank of America Series L in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
–
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
20
Increased
65
Reduced
80
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Camden Asset Management
California
$94M
2
UBS Group
UBS Group
Switzerland
$15.3M
3
ACM
Advisors Capital Management
New Jersey
$19.1M
4
Franklin Resources
Franklin Resources
California
$12.7M
5
Ameriprise
Ameriprise
Minnesota
$49.8M

Top Sellers

1
UIC
Uniplan Investment Counsel
Wisconsin
$2.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$21.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.74M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
126
First Foundation Advisors
California
$712K – – –
TB
127
Terril Brothers
Missouri
$689K – – –
AAS
128
Ameritas Advisory Services
Nebraska
$682K -$18.4K -15 -3%
SIG
129
Stonegate Investment Group
Alabama
$658K – – –
RFA
130
Resurgent Financial Advisors
Georgia
$654K +$1.23K +1 +0.2%
NCM
131
Novare Capital Management
North Carolina
$653K -$11.1K -9 -2%
NW
132
NewEdge Wealth
Pennsylvania
$632K -$9.88K -8 -2%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$607K +$13.6K +11 +2%
WA
134
Wambolt & Associates
Colorado
$589K +$1.22K +1 +0.2%
PAG
135
Private Advisor Group
New Jersey
$575K +$237K +192 +70%
TWM
136
TCFG Wealth Management
California
$568K -$195K -158 -26%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$567K +$229K +186 +68%
IAS
138
Insigneo Advisory Services
Florida
$563K – – –
CAC
139
Certified Advisory Corp
Florida
$548K -$28.4K -23 -5%
IC
140
Inscription Capital
Texas
$532K +$532K +446 New
SG Americas Securities
141
SG Americas Securities
New York
$531K – – –
RBFC
142
Roman Butler Fullerton & Co
Missouri
$526K – – –
SFS
143
Sowell Financial Services
Arkansas
$520K +$520K +421 New
CPIG
144
Chicago Partners Investment Group
Illinois
$512K +$5.87K +5 +1%
PWSG
145
Pacific Wealth Strategies Group
California
$502K – – –
EH
146
Equitable Holdings
New York
$494K +$64.2K +52 +15%
WS
147
Wedbush Securities
California
$488K -$2.47K -2 -0.5%
IWC
148
Integrated Wealth Concepts
Massachusetts
$481K – – –
USCWA
149
U.S. Capital Wealth Advisors
Texas
$475K +$475K +385 New
CWM
150
Calamos Wealth Management
Illinois
$468K -$7.41K -6 -2%
4 5
6
7 8