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BILL Holdings

359 hedge funds and large institutions have $5.95B invested in BILL Holdings in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less funds holding

Funds holding: 361359 (-2)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 124

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$446M
Puts
$133M
Net Calls
Net Calls Change

Top Buyers

1 +$122M
2 +$80.5M
3 +$75.6M
4
Morgan Stanley
Morgan Stanley
New York
+$54.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
226
Yorktown Management & Research Company
Virginia
$303K
OQS
227
Occudo Quantitative Strategies
Florida
$286K
TC
228
T3 Companies
New York
$284K
SWRP
229
Summit Wealth & Retirement Planning
California
$273K
WTG
230
West Tower Group
Virginia
$273K
HM
231
Harvest Management
New York
$273K
CIM
232
Cambria Investment Management
California
$267K
CGH
233
Crossmark Global Holdings
Texas
$265K
AQR Capital Management
234
AQR Capital Management
Connecticut
$263K
SCM
235
Sterling Capital Management
North Carolina
$260K
GEM
236
Global Endowment Management
North Carolina
$257K
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$257K
M&T Bank
238
M&T Bank
New York
$256K
Focus Partners Wealth
239
Focus Partners Wealth
Massachusetts
$242K
SLAM
240
Swiss Life Asset Management
$236K
ECM
241
Everence Capital Management
Indiana
$233K
URS
242
Utah Retirement Systems
Utah
$233K
FFP
243
FourThought Financial Partners
Florida
$232K
TWC
244
TD Waterhouse Canada
Ontario, Canada
$218K
SC
245
Shay Capital
New York
$218K
JIC
246
Joel Isaacson & Co
New York
$215K
BC
247
Bayforest Capital
United Kingdom
$213K
AG
248
Ascent Group
Virginia
$209K
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$205K
Neuberger Berman Group
250
Neuberger Berman Group
New York
$204K