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BILL Holdings

365 hedge funds and large institutions have $4.47B invested in BILL Holdings in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 133 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-22
Holders Change %
-5.68%
% of All Funds
4.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
60
Increased
125
Reduced
133
Closed
78
Calls
$264M
Puts
$88.5M
Net Calls
+$176M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GIM
301
Glenmede Investment Management
Pennsylvania
$10.9K +$10.9K +236 New
PA
302
Parallel Advisors
California
$10.9K -$555 -12 -5%
OWP
303
ORG Wealth Partners
Texas
$9.21K
KIM
304
Kestra Investment Management
Texas
$9.11K +$7.95K +172 +688%
C
305
Covestor
United Kingdom
$9K -$57.6K -1,183 -86%
Bessemer Group
306
Bessemer Group
New Jersey
$9K +$4.18K +91 +87%
CFB
307
Cullen/Frost Bankers
Texas
$7.63K +$6.89K +149 +931%
CA
308
Clearstead Advisors
Ohio
$7.03K -$8K -173 -53%
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$6.29K -$1.11K -24 -15%
VCM
310
Versant Capital Management
Arizona
$5.09K -$10.2K -221 -67%
FFA
311
Farther Finance Advisors
California
$4.63K -$44.1K -953 -91%
CWM
312
CarsonAllaria Wealth Management
Illinois
$4.63K
PFBT
313
Parkside Financial Bank & Trust
Missouri
$4.49K -$694 -15 -13%
RF
314
Rossby Financial
Florida
$4.12K +$4.12K +89 New
HNB
315
Huntington National Bank
Ohio
$4.12K -$1.8K -39 -30%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$4K -$22.9K -453 -85%
EPIMS
317
Evelyn Partners Investment Management Services
$3.75K -$1.4M -30,179 -100%
RS
318
Rakuten Securities
Japan
$3.33K
S
319
SignatureFD
Georgia
$3.24K -$3.47K -75 -52%
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$3.24K +$463 +10 +17%
AAP
321
Arax Advisory Partners
Colorado
$2.87K -$3.57K -61 -55%
PWMG
322
Prestige Wealth Management Group
New Jersey
$2.64K +$2.64K +57 New
EWA
323
EverSource Wealth Advisors
Alabama
$2.45K +$647 +14 +36%
CIAM
324
Caitong International Asset Management
Hong Kong
$2.31K +$2.13K +46 +1,150%
HWM
325
Hemington Wealth Management
Virginia
$2K +$857 +24 +75%