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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 %
WLPWM
201
Walled Lake Planning & Wealth Management
Illinois
$210K – – –
AC
202
AlphaCore Capital
California
$208K +$2.48K +2 +1%
V
203
ValueWorks
New York
$207K – – –
BFG
204
Berger Financial Group
Minnesota
$202K -$18.5K -15 -8%
IA
205
IFP Advisors
Florida
$196K -$30.9K -25 -14%
GT
206
Glenmede Trust
Pennsylvania
$185K -$247K -200 -57%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$184K +$93K +76 +103%
HCM
208
Hollencrest Capital Management
California
$173K – – –
WSFS
209
Wilmington Savings Fund Society
Delaware
$143K – – –
PTC
210
Private Trust Company
Ohio
$121K +$7.41K +6 +7%
SPIA
211
Steward Partners Investment Advisory
New York
$120K +$13.6K +11 +13%
AF
212
Allworth Financial
California
$110K – – –
MCM
213
MAI Capital Management
Ohio
$107K – – –
BBHC
214
Brown Brothers Harriman & Co
New York
$105K -$24.7K -20 -19%
IAS
215
IMA Advisory Services
Colorado
$105K +$105K +85 New
EWA
216
EP Wealth Advisors
California
$104K -$37K -30 -26%
RF
217
Rossby Financial
Florida
$99.1K +$99.1K +84 New
WT
218
Whittier Trust
California
$98.8K – – –
CA
219
CoreCap Advisors
Michigan
$90.1K – – –
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$90.1K +$3.7K +3 +4%
GWM
221
Geneos Wealth Management
Colorado
$85.2K +$56.8K +46 +200%
FFA
222
Farther Finance Advisors
California
$76.6K +$68.1K +56 +800%
UIA
223
Ulland Investment Advisors
Minnesota
$73K +$17.3K +14 +31%
PS
224
Principal Securities
Iowa
$64.6K – – –
EWA
225
EverSource Wealth Advisors
Alabama
$61.7K -$1M -811 -94%
7 8
9
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