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BILL Holdings

342 hedge funds and large institutions have $4.79B invested in BILL Holdings in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 121 increasing their positions, 125 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $271M | Put options by funds: $221M

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

2% more funds holding

Funds holding: 336342 (+6)

1% less capital invested

Capital invested by funds: $4.86B → $4.79B (-$67M)

3% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 125

2% less ownership

Funds ownership: 86.97%84.97% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
342
Holders Change
+6
Holders Change %
+1.79%
% of All Funds
4.91%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
72
Increased
121
Reduced
125
Closed
62
Calls
$271M
Puts
$221M
Net Calls
+$49.6M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
301
Private Wealth Management Group
New Jersey
$5.38K +$4.17K +81 +386%
CWM
302
CarsonAllaria Wealth Management
Illinois
$5.28K
TAM
303
Tucker Asset Management
Colorado
$4.27K -$206 -4 -5%
HIIFS
304
Harel Insurance Investments & Financial Services
Israel
$4K +$51 +1 +1%
FFO
305
Fortitude Family Office
Arizona
$3.64K +$3.55K +69 New
CFB
306
Cullen/Frost Bankers
Texas
$3.27K +$2.99K +58 +1,450%
HFM
307
Harvest Fund Management
China
$3K +$618 +12 +26%
S
308
Sachetta
Massachusetts
$2.8K +$669 +13 +33%
FFA
309
Farther Finance Advisors
California
$2.32K -$206 -4 -8%
AAG
310
Armstrong Advisory Group
Massachusetts
$2.27K
TC
311
Truvestments Capital
Florida
$2.16K +$2.11K +41 New
SAM
312
Smartleaf Asset Management
Massachusetts
$2.02K +$669 +13 +52%
HWM
313
Hemington Wealth Management
Virginia
$2K +$2.47K +48 New
PFBT
314
Parkside Financial Bank & Trust
Missouri
$1.85K -$1.44K -28 -44%
BBHC
315
Brown Brothers Harriman & Co
New York
$1.85K +$1.8K +35 New
PS
316
Principal Securities
Iowa
$1.69K +$927 +18 +129%
HPC
317
HM Payson & Co
Maine
$1.43K +$1.39K +27 New
RS
318
Rakuten Securities
Japan
$1.37K -$4.53K -88 -77%
MCM
319
MV Capital Management
Maryland
$1.37K +$1.18K +23 +767%
AF
320
Advisornet Financial
Minnesota
$1.32K -$3.6K -70 -74%
AWM
321
Atticus Wealth Management
Florida
$1.27K
FDCP
322
Foster Dykema Cabot & Partners
Massachusetts
$1.16K +$1.13K +22 New
WWM
323
Wolff Wiese Magana
California
$1.16K +$1.13K +22 New
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$791 +$257 +5 +50%
JWA
325
JFS Wealth Advisors
Pennsylvania
$739 +$51 +1 +8%