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BILL Holdings

337 hedge funds and large institutions have $3.92B invested in BILL Holdings in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 83 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: 66 | Existing positions closed: 83

34% less capital invested

Capital invested by funds: $5.95B → $3.92B (-$2.03B)

Holders
337
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
AA
276
Addison Advisors
Vermont
$6.32K
CMA
277
Cedar Mountain Advisors
Oregon
$5.67K
EWP
278
Elevation Wealth Partners
California
$5.55K
EWA
279
EverSource Wealth Advisors
Alabama
$5.17K
Jones Financial Companies
280
Jones Financial Companies
Missouri
$5.11K
CFO
281
CVA Family Office
Colorado
$5.09K
LFG
282
Larson Financial Group
Missouri
$4.9K
IA
283
IFP Advisors
Florida
$4.44K
TWD
284
True Wealth Design
Ohio
$4.44K
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$4.41K
Bessemer Group
286
Bessemer Group
New Jersey
$4K
C
287
Covestor
United Kingdom
$4K
WBC
288
West Branch Capital
Massachusetts
$3.6K
EPIMS
289
Evelyn Partners Investment Management Services
$3.1K
MAM
290
Marquette Asset Management
Minnesota
$2.83K
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$2.68K
PIM
292
Plato Investment Management
Australia
$2.3K
RWM
293
RMG Wealth Management
Wisconsin
$2.28K
FFO
294
Fortitude Family Office
Arizona
$2.26K
NSIM
295
North Star Investment Management
Illinois
$2.22K
PWMG
296
Prestige Wealth Management Group
New Jersey
$2.18K
EC
297
Elequin Capital
New York
$2.15K
JWA
298
JFS Wealth Advisors
Pennsylvania
$1.92K
PWA
299
Physician Wealth Advisors
Utah
$1.76K
S
300
Sachetta
Massachusetts
$1.65K