BANK OF AMERICA CORP BAC 7.25 PERP L
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Institutional holders
268
+10 QoQ
13F value
$2.09B
-5.7% QoQ
Smart-money holders
29
signal tier ≥ 2
New smart buyers
4
Q1 2026
Institutional value by quarter
Number of holders
Who owns BAC 7.25 PERP L?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 244.3K | $291.1M | 0.3% | -9.5% |
| BlackRock, Inc. | Index provider | 161.0K | $191.9M | 0.0% | -0.5% |
| ADVENT CAPITAL MANAGEMENT /DE/ ★2 | Fundamental concentrated | 149.2K | $178.0M | 20.3% | -5.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 94.4K | $112.5M | 0.1% | New |
| CAMDEN ASSET MANAGEMENT L P /CA ★2 | Fundamental diversified | 71.9K | $85.6M | 21.1% | -47.8% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 70.0K | $83.4M | 0.1% | +0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 57.5K | $68.7M | 0.0% | +19.1% |
| ZAZOVE ASSOCIATES LLC ★3 | Fundamental concentrated | 43.5K | $52.3M | 29.4% | +456.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 43.3K | $51.7M | 0.0% | +0.2% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 43.1K | $51.4M | 0.0% | +0.3% |
| STATE STREET CORP | Index provider | 40.5K | $48.4M | 0.0% | -3.5% |
| MORGAN STANLEY | Bank broker | 39.8K | $47.4M | 0.0% | +0.5% |
| Hudson Bay Capital Management LP | Multistrat pod | 36.2K | $43.1M | 0.3% | New |
| FMR LLC | Long only active | 33.8K | $40.2M | 0.0% | Held |
| First Eagle Investment Management, LLC | Other | 29.6K | $35.3M | 0.1% | Held |
| Calamos Advisors LLC | Other | 28.2K | $33.6M | 0.2% | +0.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 27.1K | $32.3M | 0.0% | +1.9% |
| Nuveen, LLC | Diversified mechanical | 26.9K | $32.1M | 0.0% | -21.6% |
| Advisors Capital Management, LLC | Other | 24.8K | $29.6M | 0.3% | +4.0% |
| MACKAY SHIELDS LLC ★3 | Fundamental concentrated | 20.9K | $24.9M | 4.0% | -0.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 19.2K | $22.8M | 0.0% | -30.2% |
| VILLERE ST DENIS J & CO LLC ★2 | Fundamental diversified | 18.6K | $22.2M | 2.4% | +0.1% |
| Invesco Ltd. | Index provider | 18.4K | $21.9M | 0.0% | -9.1% |
| UBS Group AG | Bank broker | 17.6K | $20.9M | 0.0% | +132.5% |
| SSI INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 16.3K | $19.4M | 1.3% | +2.7% |
| EVERETT HARRIS & CO /CA/ | Other | 14.2K | $16.9M | 0.2% | -4.5% |
| PIER 88 INVESTMENT PARTNERS LLC ★2 | Fundamental diversified | 13.7K | $16.3M | 9.1% | -2.6% |
| Focus Partners Wealth | Wealth advisor | 13.3K | $15.8M | 0.0% | -1.0% |
| Phraction Management LLC ★2 | Fundamental diversified | 12.2K | $14.6M | 3.8% | +16.0% |
| JPMORGAN CHASE & CO | Bank broker | 12.0K | $14.3M | 0.0% | -16.9% |
| FRANKLIN RESOURCES INC | Long only active | 11.3K | $13.5M | 0.0% | +3.7% |
| CSS LLC/IL | Other | 10.3K | $12.3M | 1.5% | -56.4% |
| NEW ENGLAND ASSET MANAGEMENT INC | Other | 9.4K | $11.2M | 1.4% | Held |
| Skaana Management L.P. ★2 | Fundamental diversified | 8.8K | $10.4M | 6.9% | New |
| LPL Financial LLC | Bank broker | 8.3K | $9.9M | 0.0% | +13.3% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 7.8K | $9.7M | 0.0% | -2.1% |
| RATIONAL ADVISORS, INC. | Wealth advisor | 8.0K | $9.6M | 1.0% | Held |
| CONNING INC. | Other | 7.2K | $8.6M | 0.3% | +16.0% |
| NOMURA HOLDINGS INC | Bank broker | 7.2K | $8.5M | 0.1% | New |
| ICON ADVISERS INC/CO | Other | 7.2K | $8.5M | 2.0% | +39.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.1K | $8.5M | 0.0% | -2.1% |
| RB Capital Management, LLC ★2 | Fundamental diversified | 7.1K | $8.4M | 1.8% | +1.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.4K | $7.6M | 0.0% | +45.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 6.2K | $7.4M | 0.1% | +4.0% |
| Xcel Wealth Management, LLC ★2 | Fundamental diversified | 5.9K | $7.0M | 1.9% | +4.7% |
| WHALEROCK POINT PARTNERS, LLC ★2 | Fundamental diversified | 5.3K | $6.3M | 1.2% | +20.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Diversified mechanical | 5.2K | $6.2M | 0.0% | +44.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 5.1K | $6.1M | 0.0% | +8.2% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 5.0K | $6.0M | 0.0% | -88.6% |
| EPIQ PARTNERS, LLC | Other | 5.0K | $5.9M | 2.8% | -0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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