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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.

New
Increased
Maintained
Reduced
Closed
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
Camden Asset Management
California
+$52.8M
2
CL
CSS LLC
Illinois
+$22.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.2M
4
ACM
Advisors Capital Management
New Jersey
+$8.26M
5
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
+$4.71M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$42.5M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
-$35M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$30.9M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$21.9M
5
MSL
Mackay Shields LLC
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
151
Wedbush Securities
California
$495K +$15.8K +13 +3%
CAC
152
Certified Advisory Corp
Florida
$485K -$53.4K -44 -10%
CPIG
153
Chicago Partners Investment Group
Illinois
$482K -$50.1K -41 -9%
IWC
154
Integrated Wealth Concepts
Massachusetts
$473K – – –
OC
155
Oppenheimer & Co
New York
$467K -$4.66M -3,841 -91%
USCWA
156
U.S. Capital Wealth Advisors
Texas
$467K – – –
CF
157
Centaurus Financial
California
$439K +$107K +88 +32%
SWA
158
Sax Wealth Advisors
New Jersey
$437K – – –
IRM
159
Income Research & Management
Massachusetts
$431K +$431K +355 New
TWM
160
TCFG Wealth Management
California
$431K -$127K -105 -23%
OA
161
Oxbow Advisors
Texas
$411K -$34K -28 -8%
SCM
162
SCS Capital Management
Massachusetts
$394K – – –
GGS
163
Galvin Gaustad & Stein
Arizona
$391K -$6.07K -5 -2%
IC
164
IEQ Capital
California
$383K – – –
KFS
165
Kaizen Financial Strategies
California
$377K +$30.3K +25 +9%
CWM
166
Calamos Wealth Management
Illinois
$372K -$87.3K -72 -19%
Creative Planning
167
Creative Planning
Kansas
$365K +$146K +120 +66%
WW
168
Westshore Wealth
California
$364K – – –
ICM
169
Islay Capital Management
Texas
$364K – – –
GCIA
170
Gabelli & Co Investment Advisers
New York
$364K +$30.3K +25 +9%
WAM
171
Warberg Asset Management
Illinois
$364K +$364K +300 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$363K – – –
PI
173
PFG Investments
New York
$355K – – –
RIL
174
Rothschild Investment LLC
Illinois
$338K – – –
GWMR
175
GC Wealth Management RIA
Massachusetts
$330K +$330K +272 New
5 6
7
8 9