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BILL Holdings

336 hedge funds and large institutions have $3.91B invested in BILL Holdings in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 112 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 84

34% less capital invested

Capital invested by funds: $5.95B → $3.91B (-$2.05B)

Holders
336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$269M
Puts
$121M
Net Calls
Net Calls Change

Top Sellers

1 -$164M
2 -$94.2M
3 -$89M
4
CAM
Contour Asset Management
New York
-$61.2M
5
Morgan Stanley
Morgan Stanley
New York
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Smartleaf Asset Management
Massachusetts
$1.19K
GFA
302
Godfrey Financial Associates
New York
$1.15K
BCM
303
Boreal Capital Management
Florida
$1.15K
CFM
304
Cornerstone Financial Management
Massachusetts
$1.03K
CAL
305
Capital Advisors Ltd
Ohio
$1K
ZBNA
306
Zions Bancorporation, National Association
Utah
$996
CA
307
Clearstead Advisors
Ohio
$920
BIA
308
Bell Investment Advisors
California
$920
BWL
309
Bogart Wealth LLC
Virginia
$881
HNB
310
Huntington National Bank
Ohio
$843
ASN
311
Advisory Services Network
Georgia
$843
SGFG
312
Silver Grove Financial Group
New York
$843
PFBT
313
Parkside Financial Bank & Trust
Missouri
$691
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$651
SFS
315
Sunrise Financial Services
Washington
$575
TFA
316
Transamerica Financial Advisors
Florida
$497
CH
317
Cromwell Holdings
Wyoming
$460
DPW
318
DiNuzzo Private Wealth
Pennsylvania
$460
SC
319
SouthState Corp
Florida
$460
SIC
320
SJS Investment Consulting
Ohio
$422
RIL
321
Rothschild Investment LLC
Illinois
$421
BHWM
322
Bay Harbor Wealth Management
Maryland
$421
BFS
323
Bare Financial Services
Pennsylvania
$421
DF
324
Dunhill Financial
United Kingdom
$418
ACA
325
Atlas Capital Advisors
Wyoming
$344