Bofa Finance LLC (bac 0.6 05/25/27 Mtn)

13F holders, Q4 2025 (December 31)
6holders +1
1new positions
0sold out
1famous investor
$1.09avg. 13F price*

At the end of Q4 2025, 6 institutions reported holding Bofa Finance LLC (bac 0.6 05/25/27 Mtn) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Angelo Gordon & Co., L.P. ($56.0M), Millennium Management ($21.8M) and Income Research & Management ($10.6M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Bofa Finance LLC (bac 0.6 05/25/27 Mtn)
CUSIP
09709UV70
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 7Q3 2024Q4 2024: 7Q4 2024Q1 2025: 6Q1 2025Q2 2025: 6Q2 2025Q3 2025: 5Q3 2025Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$2K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 5,346,500 shares bought, net +5,346,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Angelo Gordon & Co., L.P. 6.59% Add +10.7% 51,633,000 $56.0M
Millennium Management 0.02% No change 20,000,000 $21.8M
Income Research & Management 5.63% Add +3.6% 9,803,000 $10.6M
State Street Corp. 0.00% No change 7,400,000 $8.0M
State of Wisconsin Investment Board 0.01% No change 3,000,000 $3.3M
Laffer Tengler Investments, Inc. 0.00% New 1,500 $2K

"% of holder's portfolio" is BOFA FINANCE LLC (BAC 0.6 05/25/27 MTN)'s weight in each manager's 13F, not the share of Bofa Finance LLC (bac 0.6 05/25/27 Mtn) the manager owns.