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BILL Holdings

358 hedge funds and large institutions have $5.94B invested in BILL Holdings in 2025 Q4 according to their latest regulatory filings, with 72 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: 361358 (-3)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 124

Holders
358
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
Jones Financial Companies
301
Jones Financial Companies
Missouri
$7.04K
SAG
302
SageView Advisory Group
California
$6.82K
VCM
303
Versant Capital Management
Arizona
$6.18K
WBC
304
West Branch Capital
Massachusetts
$5.13K
EW
305
Elyxium Wealth
California
$5.13K
EWA
306
EverSource Wealth Advisors
Alabama
$4.8K
HNB
307
Huntington National Bank
Ohio
$4.58K
EPIMS
308
Evelyn Partners Investment Management Services
$4.42K
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$4.14K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$3.82K
PIM
311
Plato Investment Management
Australia
$3.29K
AAP
312
Arax Advisory Partners
Colorado
$3.16K
PWMG
313
Prestige Wealth Management Group
New Jersey
$3.11K
JWA
314
JFS Wealth Advisors
Pennsylvania
$3.11K
T. Rowe Price Investment Management
315
T. Rowe Price Investment Management
Maryland
$3K
S
316
SignatureFD
Georgia
$2.84K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$2.51K
IA
318
IFP Advisors
Florida
$2.29K
EWP
319
Elevation Wealth Partners
California
$2.13K
SAM
320
Smartleaf Asset Management
Massachusetts
$2.04K
TAM
321
Tucker Asset Management
Colorado
$2.02K
BCM
322
Boreal Capital Management
Florida
$1.64K
RIL
323
Rothschild Investment LLC
Illinois
$1.64K
GFA
324
Godfrey Financial Associates
New York
$1.64K
KFAS
325
Keating Financial Advisory Services
Kansas
$1.58K