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Bank of America Series L
BAC.PRL

Overview Fund Activity

264 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 23 funds opening new positions, 56 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
3.54%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
23
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 %
NAS
201
NWF Advisory Services
California
$223K +$223K +184 New
BTC
202
Bank & Trust Company
Illinois
$221K – – –
Kovitz Investment Group Partners
203
Kovitz Investment Group Partners
Illinois
$218K +$218K +180 New
PWM
204
Perigon Wealth Management
California
$215K – – –
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$211K -$72.8K -60 -26%
RTC
206
Riverview Trust Company
Washington
$211K – – –
OWP
207
Obermeyer Wealth Partners
Colorado
$209K – – –
RBC
208
Romano Brothers & Co
Illinois
$206K – – –
WLPWM
209
Walled Lake Planning & Wealth Management
Illinois
$206K – – –
MMA
210
Miracle Mile Advisors
California
$205K +$205K +169 New
Corient Private Wealth
211
Corient Private Wealth
Florida
$203K -$24.3K -20 -11%
Millennium Management
212
Millennium Management
New York
$197K +$197K +164,000 New
HCM
213
Hollencrest Capital Management
California
$170K – – –
AC
214
AlphaCore Capital
California
$160K -$43.7K -36 -21%
WSFS
215
Wilmington Savings Fund Society
Delaware
$141K – – –
IA
216
IFP Advisors
Florida
$123K -$70.4K -58 -36%
PTC
217
Private Trust Company
Ohio
$119K – – –
AF
218
Allworth Financial
California
$113K – – –
MCM
219
MAI Capital Management
Ohio
$106K – – –
BBHC
220
Brown Brothers Harriman & Co
New York
$103K – – –
IAS
221
IMA Advisory Services
Colorado
$103K – – –
RF
222
Rossby Financial
Florida
$91K -$10.9K -9 -11%
CA
223
CoreCap Advisors
Michigan
$91K +$2.43K +2 +3%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$87.3K -$1.21K -1 -1%
SPIA
225
Steward Partners Investment Advisory
New York
$83.7K -$34K -28 -29%
7 8
9
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