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BILL Holdings

411 hedge funds and large institutions have $8.03B invested in BILL Holdings in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 127 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $543M | Put options by funds: $221M

128% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 57

68% more capital invested

Capital invested by funds: $4.79B → $8.03B (+$3.24B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more funds holding

Funds holding: 342411 (+69)

14% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 111

6.55% more ownership

Funds ownership: 84.97%91.52% (+6.5%)

Holders
411
Holders Change
+69
Holders Change %
+20.18%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
130
Increased
127
Reduced
111
Closed
57
Calls
$543M
Puts
$221M
Net Calls
+$322M
Net Calls Change
+$272M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
301
KeyBank National Association
Ohio
$253K +$223K +2,987 New
Creative Planning
302
Creative Planning
Kansas
$241K +$212K +2,846 New
FTWA
303
Fifth Third Wealth Advisors
Ohio
$239K +$211K +2,824 New
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$229K +$201K +2,701 New
OAM
305
Oppenheimer Asset Management
New York
$227K +$200K +2,679 New
GC
306
Guggenheim Capital
Illinois
$223K +$196K +2,632 New
SPIA
307
Steward Partners Investment Advisory
New York
$223K -$1.86K -25 -0.9%
UCFA
308
United Capital Financial Advisors
Texas
$219K +$193K +2,586 New
PWPS
309
Pinnacle Wealth Planning Services
Ohio
$217K +$191K +2,558 New
PTC
310
Petrus Trust Company
Texas
$215K -$162K -2,167 -46%
CG
311
Caprock Group
Idaho
$211K +$185K +2,485 New
AIM
312
Aigen Investment Management
New York
$208K -$3.96M -53,108 -96%
CCA
313
Coign Capital Advisors
Utah
$205K +$180K +2,417 New
Truist Financial
314
Truist Financial
North Carolina
$203K +$179K +2,395 New
GPGA
315
Grandeur Peak Global Advisors
Utah
$196K
VWM
316
Venturi Wealth Management
Texas
$192K +$72.7K +975 +76%
Osaic Holdings
317
Osaic Holdings
Arizona
$186K -$32.3K -433 -14%
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$177K -$36.3K -487 -20%
C
319
Covestor
United Kingdom
$161K +$522 +7 +0.4%
TWC
320
TD Waterhouse Canada
Ontario, Canada
$146K +$128K +1,714 +17,140%
BC
321
Bayforest Capital
United Kingdom
$143K +$126K +1,687 New
CL
322
CSS LLC
Illinois
$137K +$121K +1,621 New
VCM
323
Versant Capital Management
Arizona
$137K +$25.4K +340 +27%
SAM
324
Storebrand Asset Management
Norway
$136K -$63.5K -851 -35%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$129K +$46.9K +629 +70%

BILL Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q4 2024, worth a combined $8.03B — up 68% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new BILL positions and 57 closed out — a net gain of 73 holders — while 127 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $306M. The largest seller was Morgan Stanley, cutting an estimated $416M.

  • 411 institutional investors held BILL Holdings (BILL) as of Q4 2024, up from 342 in Q3 2024.
  • Funds reported $8.03B of BILL Holdings stock for Q4 2024, up 68% quarter-over-quarter.
  • 130 funds opened new BILL Holdings positions in Q4 2024 and 57 closed out, a net change of +73 holders.
  • The largest BILL Holdings buyer in Q4 2024 was BlackRock, an estimated $306M added.
  • The largest BILL Holdings seller in Q4 2024 was Morgan Stanley, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2024.