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BILL Holdings

406 hedge funds and large institutions have $8.03B invested in BILL Holdings in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+68
Holders Change %
+20.12%
% of All Funds
5.4%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
129
Increased
126
Reduced
108
Closed
57
Calls
$543M
Puts
$221M
Net Calls
+$322M
Net Calls Change
+$272M
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
301
KeyBank National Association
Ohio
$253K +$253K +2,987 New
Creative Planning
302
Creative Planning
Kansas
$241K +$241K +2,846 New
FTWA
303
Fifth Third Wealth Advisors
Ohio
$239K +$239K +2,824 New
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$229K +$229K +2,701 New
OAM
305
Oppenheimer Asset Management
New York
$227K +$227K +2,679 New
GC
306
Guggenheim Capital
Illinois
$223K +$223K +2,632 New
SPIA
307
Steward Partners Investment Advisory
New York
$223K -$2.12K -25 -0.9%
UCFA
308
United Capital Financial Advisors
Texas
$219K +$219K +2,586 New
PWPS
309
Pinnacle Wealth Planning Services
Ohio
$217K +$217K +2,558 New
PTC
310
Petrus Trust Company
Texas
$215K -$184K -2,167 -46%
CG
311
Caprock Group
Idaho
$211K +$211K +2,485 New
AIM
312
Aigen Investment Management
New York
$208K -$4.5M -53,108 -96%
CCA
313
Coign Capital Advisors
Utah
$205K +$205K +2,417 New
Truist Financial
314
Truist Financial
North Carolina
$203K +$203K +2,395 New
GPGA
315
Grandeur Peak Global Advisors
Utah
$196K
VWM
316
Venturi Wealth Management
Texas
$192K +$82.6K +975 +76%
Osaic Holdings
317
Osaic Holdings
Arizona
$186K -$30.7K -433 -14%
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$177K -$43K -487 -20%
C
319
Covestor
United Kingdom
$161K +$592 +7 +0.4%
TWC
320
TD Waterhouse Canada
Ontario, Canada
$146K +$145K +1,714 +17,140%
BC
321
Bayforest Capital
United Kingdom
$143K +$143K +1,687 New
CL
322
CSS LLC
Illinois
$137K +$137K +1,621 New
VCM
323
Versant Capital Management
Arizona
$137K +$28.8K +340 +27%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$129K +$53.2K +629 +70%
AAP
325
Arax Advisory Partners
Colorado
$122K +$55.9K +660 +85%