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BILL Holdings

337 hedge funds and large institutions have $3.92B invested in BILL Holdings in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $269M | Put options by funds: $121M

1% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 113

5.61% less ownership

Funds ownership: 109%103.39% (-5.6%)

7% less funds holding

Funds holding: 362337 (-25)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

20% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 83

34% less capital invested

Capital invested by funds: $5.95B → $3.92B (-$2.03B)

Holders
337
Holders Change
-25
Holders Change %
-6.91%
% of All Funds
4.15%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.11%
New
66
Increased
114
Reduced
113
Closed
83
Calls
$269M
Puts
$121M
Net Calls
+$149M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Change in
Stake
LHEI
301
Leo H. Evart Inc
California
$1.3K +$1.52K +34 New
SAM
302
Smartleaf Asset Management
Massachusetts
$1.19K -$224 -5 -14%
BCM
303
Boreal Capital Management
Florida
$1.15K
GFA
304
Godfrey Financial Associates
New York
$1.15K
CFM
305
Cornerstone Financial Management
Massachusetts
$1.03K +$1.21K +27 New
CAL
306
Capital Advisors Ltd
Ohio
$1K +$447 +10 +250%
ZBNA
307
Zions Bancorporation, National Association
Utah
$996 +$1.16K +26 New
CA
308
Clearstead Advisors
Ohio
$920 -$11.3K -253 -91%
BIA
309
Bell Investment Advisors
California
$920 +$1.07K +24 New
BWL
310
Bogart Wealth LLC
Virginia
$881
HNB
311
Huntington National Bank
Ohio
$843 -$2.77K -62 -74%
ASN
312
Advisory Services Network
Georgia
$843 +$984 +22 New
SGFG
313
Silver Grove Financial Group
New York
$843 +$984 +22 New
PFBT
314
Parkside Financial Bank & Trust
Missouri
$691 -$1.25K -28 -61%
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$651 -$2.64K -59 -78%
SFS
316
Sunrise Financial Services
Washington
$575 +$671 +15 New
TFA
317
Transamerica Financial Advisors
Florida
$497 +$224 +5 +63%
CH
318
Cromwell Holdings
Wyoming
$460
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$460
SC
320
SouthState Corp
Florida
$460 +$313 +7 +140%
SIC
321
SJS Investment Consulting
Ohio
$422 +$45 +1 +10%
RIL
322
Rothschild Investment LLC
Illinois
$421 -$850 -19 -63%
BHWM
323
Bay Harbor Wealth Management
Maryland
$421 +$179 +4 +57%
BFS
324
Bare Financial Services
Pennsylvania
$421 +$492 +11 New
DF
325
Dunhill Financial
United Kingdom
$418 +$358 +8 +400%