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

Top Sellers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$2.7M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$30.9M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$21.9M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.74M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
151
Oxbow Advisors
Texas
$453K +$35.8K +29 +9%
CL
152
CSS LLC
Illinois
$450K +$450K +365 New
SWA
153
Sax Wealth Advisors
New Jersey
$444K +$444K +360 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$443K +$55.6K +45 +14%
GGS
155
Galvin Gaustad & Stein
Arizona
$404K -$55.6K -45 -12%
SCM
156
SCS Capital Management
Massachusetts
$401K +$401K +325 New
IC
157
IEQ Capital
California
$390K – – –
ICM
158
Islay Capital Management
Texas
$370K – – –
WW
159
Westshore Wealth
California
$370K – – –
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$369K +$61.7K +50 +20%
Comerica Bank
161
Comerica Bank
Texas
$365K +$27.2K +22 +8%
NPF
162
Norris Perne & French
Michigan
$362K -$167K -135 -32%
PI
163
PFG Investments
New York
$362K – – –
OIA
164
OneDigital Investment Advisors
Kansas
$354K – – –
KFS
165
Kaizen Financial Strategies
California
$354K -$23.5K -19 -6%
RIL
166
Rothschild Investment LLC
Illinois
$344K – – –
GCIA
167
Gabelli & Co Investment Advisers
New York
$340K – – –
CF
168
Centaurus Financial
California
$339K – – –
ISWM
169
Independent Solutions Wealth Management
New York
$333K -$61.7K -50 -16%
William Blair & Company
170
William Blair & Company
Illinois
$331K – – –
BC
171
Bowman & Company
Wisconsin
$318K -$9.91K -8 -3%
EAM
172
Evanson Asset Management
California
$310K +$7.41K +6 +2%
IA
173
IFG Advisory
Georgia
$292K +$3.71K +3 +1%
VCWA
174
Vanguard Capital Wealth Advisors
Colorado
$290K – – –
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$289K -$33.3K -27 -10%
5 6
7
8 9