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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
LHEI
301
Leo H. Evart Inc
California
$1.3K
SAM
302
Smartleaf Asset Management
Massachusetts
$1.19K
BCM
303
Boreal Capital Management
Florida
$1.15K
GFA
304
Godfrey Financial Associates
New York
$1.15K
CFM
305
Cornerstone Financial Management
Massachusetts
$1.03K
CAL
306
Capital Advisors Ltd
Ohio
$1K
ZBNA
307
Zions Bancorporation, National Association
Utah
$996
CA
308
Clearstead Advisors
Ohio
$920
BIA
309
Bell Investment Advisors
California
$920
BWL
310
Bogart Wealth LLC
Virginia
$881
HNB
311
Huntington National Bank
Ohio
$843
ASN
312
Advisory Services Network
Georgia
$843
SGFG
313
Silver Grove Financial Group
New York
$843
PFBT
314
Parkside Financial Bank & Trust
Missouri
$691
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$651
SFS
316
Sunrise Financial Services
Washington
$575
TFA
317
Transamerica Financial Advisors
Florida
$497
CH
318
Cromwell Holdings
Wyoming
$460
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$460
SC
320
SouthState Corp
Florida
$460
SIC
321
SJS Investment Consulting
Ohio
$422
RIL
322
Rothschild Investment LLC
Illinois
$421
BHWM
323
Bay Harbor Wealth Management
Maryland
$421
BFS
324
Bare Financial Services
Pennsylvania
$421
DF
325
Dunhill Financial
United Kingdom
$418