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BILL Holdings

354 hedge funds and large institutions have $5.43B invested in BILL Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 99 increasing their positions, 128 reducing their positions, and 84 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:

6% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 84

3% less funds holding

Funds holding: 366354 (-12)

23% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 128

Holders
354
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
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$11.2K
RF
302
Rossby Financial
Florida
$10.8K
DB
303
Danske Bank
Denmark
$10.6K
C
304
Covestor
United Kingdom
$9K
AssetMark Inc
305
AssetMark Inc
California
$7.26K
Jones Financial Companies
306
Jones Financial Companies
Missouri
$6.83K
ASN
307
Advisory Services Network
Georgia
$6.09K
FFA
308
Farther Finance Advisors
California
$5.88K
VCM
309
Versant Capital Management
Arizona
$5.83K
WBC
310
West Branch Capital
Massachusetts
$4.98K
HNB
311
Huntington National Bank
Ohio
$4.71K
EPIMS
312
Evelyn Partners Investment Management Services
$4.29K
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$4K
HWM
314
Hemington Wealth Management
Virginia
$4K
S
315
SignatureFD
Georgia
$3.97K
CA
316
Clearstead Advisors
Ohio
$3.92K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$3.71K
Nisa Investment Advisors
318
Nisa Investment Advisors
Missouri
$3.71K
EWA
319
EverSource Wealth Advisors
Alabama
$3.23K
PIM
320
Plato Investment Management
Australia
$3.15K
PWMG
321
Prestige Wealth Management Group
New Jersey
$3.02K
T. Rowe Price Investment Management
322
T. Rowe Price Investment Management
Maryland
$3K
SAM
323
Smartleaf Asset Management
Massachusetts
$2.02K
PFBT
324
Parkside Financial Bank & Trust
Missouri
$1.91K
LFG
325
Larson Financial Group
Missouri
$1.75K