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Bank of America Series L
BAC.PRL

259 hedge funds and large institutions have $2.77B invested in Bank of America Series L in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

263.77% more ownership

Funds ownership: 218.63% → 482.4% (+264%)

23% more capital invested

Capital invested by funds: $2.25B → $2.77B (+$520M)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

2% less funds holding

Funds holding: 265 → 259 (-6)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
259
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
17
Increased
63
Reduced
68
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$10.3B
2
Lido Advisors
Lido Advisors
California
+$58.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.2M
4
CAM
Camden Asset Management
California
+$10.7M
5
ZA
Zazove Associates
Nevada
+$9.21M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$166M
2
First Trust Advisors
First Trust Advisors
Illinois
-$48.5M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$41M
4
CL
CSS LLC
Illinois
-$19M
5
Lazard Asset Management
Lazard Asset Management
New York
-$5.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
176
Bowman & Company
Wisconsin
$336K +$3.72K +3 +1%
EAM
177
Evanson Asset Management
California
$321K – – –
IA
178
IFG Advisory
Georgia
$307K – – –
VCWA
179
Vanguard Capital Wealth Advisors
Colorado
$301K – – –
GF
180
Gries Financial
Ohio
$291K – – –
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K – – –
OAM
182
Oppenheimer Asset Management
New York
$280K -$1.24K -1 -0.5%
CGA
183
Crescent Grove Advisors
Illinois
$271K – – –
PCM
184
Pennsylvania Capital Management
Pennsylvania
$271K – – –
AMIM
185
Aull & Monroe Investment Management
Alabama
$269K – – –
PFS
186
Prospera Financial Services
Texas
$261K -$2.48K -2 -1%
EM
187
Excalibur Management
Massachusetts
$260K – – –
SWA
188
Stratos Wealth Advisors
Ohio
$260K +$1.24K +1 +0.5%
Cohen & Steers
189
Cohen & Steers
New York
$256K – – –
SGK
190
Steigerwald Gordon & Koch
Virginia
$256K – – –
BL
191
Balentine LLC
Georgia
$256K +$248K +200 New
RSS
192
Rosenblum Silverman Sutton
California
$251K – – –
AAS
193
Ameritas Advisory Services
Nebraska
$243K -$37.2K -30 -14%
TWM
194
Topsail Wealth Management
North Carolina
$242K – – –
Cerity Partners
195
Cerity Partners
New York
$237K – – –
NCM
196
Northside Capital Management
Oregon
$237K – – –
BTC
197
Bank & Trust Company
Illinois
$233K – – –
Kovitz Investment Group Partners
198
Kovitz Investment Group Partners
Illinois
$230K – – –
PHS
199
Pekin Hardy Strauss
Illinois
$228K -$18.6K -15 -8%
PWM
200
Perigon Wealth Management
California
$227K – – –
6 7
8
9 10