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BILL Holdings

361 hedge funds and large institutions have $5.43B invested in BILL Holdings in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 102 increasing their positions, 130 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

2% less funds holding

Funds holding: 368361 (-7)

22% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 130

Holders
361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$654M
Puts
$210M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
301
Root Financial Partners
California
$11.4K
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$11.2K
RF
303
Rossby Financial
Florida
$10.8K
DB
304
Danske Bank
Denmark
$10.6K
C
305
Covestor
United Kingdom
$9K
AssetMark Inc
306
AssetMark Inc
California
$7.26K
LSA
307
Leonteq Securities AG
Switzerland
$7.15K
Jones Financial Companies
308
Jones Financial Companies
Missouri
$6.83K
ASN
309
Advisory Services Network
Georgia
$6.09K
FFA
310
Farther Finance Advisors
California
$5.88K
VCM
311
Versant Capital Management
Arizona
$5.83K
WBC
312
West Branch Capital
Massachusetts
$4.98K
HNB
313
Huntington National Bank
Ohio
$4.71K
EPIMS
314
Evelyn Partners Investment Management Services
$4.29K
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$4K
HWM
316
Hemington Wealth Management
Virginia
$4K
S
317
SignatureFD
Georgia
$3.97K
CA
318
Clearstead Advisors
Ohio
$3.92K
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$3.71K
Nisa Investment Advisors
320
Nisa Investment Advisors
Missouri
$3.71K
EWA
321
EverSource Wealth Advisors
Alabama
$3.23K
PIM
322
Plato Investment Management
Australia
$3.15K
PWMG
323
Prestige Wealth Management Group
New Jersey
$3.02K
T. Rowe Price Investment Management
324
T. Rowe Price Investment Management
Maryland
$3K
SAM
325
Smartleaf Asset Management
Massachusetts
$2.02K