Jim Simons’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Jim Simons’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,293,700	Closed	-$115M	–	3891
2025 Q1	$115M	Buy	2,293,700 +451,500	+25%	+$22.5M	0.17%	123
2024 Q4	$91.9M	Buy	1,842,200 +170,500	+10%	+$8.51M	0.14%	174
2024 Q3	$83.7M	Buy	1,671,700 +283,900	+20%	+$14.2M	0.13%	171
2024 Q2	$69.4M	Buy	1,387,800 +28,000	+2%	+$1.4M	0.12%	197
2024 Q1	$68M	Sell	1,359,800 -106,500	-7%	-$5.32M	0.11%	231
2023 Q4	$73.1M	Buy	1,466,300 +603,600	+70%	+$30.2M	0.11%	213
2023 Q3	$43.2M	Buy	862,700 +256,100	+42%	+$12.8M	0.07%	306
2023 Q2	$30.4M	Buy	606,600 +430,700	+245%	+$21.5M	0.04%	485
2023 Q1	$8.81M	Buy	+175,900	New	+$8.79M	0.01%	1152

Other funds holding TBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Jim Simons's TBIL Position: Q2 2025 in Review

Jim Simons sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2025, closing a stake of 2,293,700 shares — an estimated $115M sold.

Jim Simons first reported a position in TBIL in Q1 2023 and held it in 9 quarters. The position peaked at $115M in Q1 2025. 276 funds tracked by Wall St. Rank hold TBIL as of Q2 2025.

Jim Simons reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 2,293,700 F/m US Treasury 3 Month Bill Fund shares in Q2 2025, an estimated $115M.
Jim Simons first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and held it in 9 quarters.
Jim Simons's F/m US Treasury 3 Month Bill Fund position peaked at $115M in Q1 2025.
276 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.