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BILL Holdings

336 hedge funds and large institutions have $3.91B invested in BILL Holdings in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 112 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 84

34% less capital invested

Capital invested by funds: $5.95B → $3.91B (-$2.05B)

Holders
336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$269M
Puts
$121M
Net Calls
Net Calls Change

Top Sellers

1 -$164M
2 -$94.2M
3 -$89M
4
CAM
Contour Asset Management
New York
-$61.2M
5
Morgan Stanley
Morgan Stanley
New York
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
276
Cedar Mountain Advisors
Oregon
$5.67K
EWP
277
Elevation Wealth Partners
California
$5.55K
EWA
278
EverSource Wealth Advisors
Alabama
$5.17K
Jones Financial Companies
279
Jones Financial Companies
Missouri
$5.11K
CFO
280
CVA Family Office
Colorado
$5.09K
LFG
281
Larson Financial Group
Missouri
$4.9K
IA
282
IFP Advisors
Florida
$4.44K
TWD
283
True Wealth Design
Ohio
$4.44K
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$4.41K
Bessemer Group
285
Bessemer Group
New Jersey
$4K
C
286
Covestor
United Kingdom
$4K
WBC
287
West Branch Capital
Massachusetts
$3.6K
EPIMS
288
Evelyn Partners Investment Management Services
$3.1K
MAM
289
Marquette Asset Management
Minnesota
$2.83K
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$2.68K
PIM
291
Plato Investment Management
Australia
$2.3K
RWM
292
RMG Wealth Management
Wisconsin
$2.28K
FFO
293
Fortitude Family Office
Arizona
$2.26K
NSIM
294
North Star Investment Management
Illinois
$2.22K
PWMG
295
Prestige Wealth Management Group
New Jersey
$2.18K
EC
296
Elequin Capital
New York
$2.15K
JWA
297
JFS Wealth Advisors
Pennsylvania
$1.92K
PWA
298
Physician Wealth Advisors
Utah
$1.76K
S
299
Sachetta
Massachusetts
$1.65K
LHEI
300
Leo H. Evart Inc
California
$1.3K