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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 %
GF
176
Gries Financial
Ohio
$280K – – –
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$277K – – –
OAM
178
Oppenheimer Asset Management
New York
$273K +$4.94K +4 +2%
PCM
179
Pennsylvania Capital Management
Pennsylvania
$262K -$9.88K -8 -4%
CGA
180
Crescent Grove Advisors
Illinois
$262K – – –
AMIM
181
Aull & Monroe Investment Management
Alabama
$259K – – –
EM
182
Excalibur Management
Massachusetts
$251K -$12.3K -10 -5%
Cohen & Steers
183
Cohen & Steers
New York
$247K – – –
SGK
184
Steigerwald Gordon & Koch
Virginia
$247K – – –
SWA
185
Stratos Wealth Advisors
Ohio
$242K +$1.24K +1 +0.5%
PHS
186
Pekin Hardy Strauss
Illinois
$238K -$92.6K -75 -28%
TWM
187
Topsail Wealth Management
North Carolina
$233K – – –
Corient Private Wealth
188
Corient Private Wealth
Florida
$231K -$1.41M -1,141 -86%
Lido Advisors
189
Lido Advisors
California
$231K – – –
Cerity Partners
190
Cerity Partners
New York
$229K +$229K +185 New
NCM
191
Northside Capital Management
Oregon
$228K – – –
BTC
192
Bank & Trust Company
Illinois
$225K -$2.47K -2 -1%
Creative Planning
193
Creative Planning
Kansas
$223K -$149K -121 -40%
TW
194
Transform Wealth
Colorado
$222K – – –
PFS
195
Prospera Financial Services
Texas
$221K -$2.47K -2 -1%
AWS
196
Atria Wealth Solutions
New York
$220K -$21K -17 -9%
PWM
197
Perigon Wealth Management
California
$219K – – –
RTC
198
Riverview Trust Company
Washington
$215K – – –
OWP
199
Obermeyer Wealth Partners
Colorado
$212K – – –
RBC
200
Romano Brothers & Co
Illinois
$210K – – –
6 7
8
9 10