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BILL Holdings

388 hedge funds and large institutions have $4.23B invested in BILL Holdings in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 130 increasing their positions, 127 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-18
Holders Change %
-4.43%
% of All Funds
5.27%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
96
Increased
130
Reduced
127
Closed
108
Calls
$314M
Puts
$169M
Net Calls
+$145M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
326
Rise Advisors
New York
$11.2K +$11.2K +245 New
NA
327
NewEdge Advisors
Louisiana
$10.3K
OWP
328
ORG Wealth Partners
Texas
$9.15K +$9.15K +200 New
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$7.34K +$6.65K +145 +967%
S
330
SignatureFD
Georgia
$6.65K -$7.62K -166 -53%
HNB
331
Huntington National Bank
Ohio
$5.87K -$734 -16 -11%
AT
332
Arlington Trust
Alabama
$5.42K
GWM
333
Geneos Wealth Management
Colorado
$5.28K +$3.95K +86 +297%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$5.14K +$4.09K +89 +387%
BT
335
Banque Transatlantique
France
$5.09K +$5.09K +120 New
AAP
336
Arax Advisory Partners
Colorado
$5.05K -$60.9K -1,327 -92%
Bessemer Group
337
Bessemer Group
New Jersey
$5K +$5K +105 New
CWM
338
CarsonAllaria Wealth Management
Illinois
$4.59K
EPIMS
339
Evelyn Partners Investment Management Services
$3.72K +$3.72K +30,260 New
AAG
340
Armstrong Advisory Group
Massachusetts
$3.64K
RS
341
Rakuten Securities
Japan
$3.3K +$3.26K +71 +7,100%
SO
342
Sierra Ocean
California
$3.3K +$3.3K +72 New
FFO
343
Fortitude Family Office
Arizona
$3.17K
LFG
344
Larson Financial Group
Missouri
$3.03K +$2.85K +62 +1,550%
HIIFS
345
Harel Insurance Investments & Financial Services
Israel
$3K +$619 +13 +26%
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$2.75K +$2.75K +60 New
PWMG
347
Private Wealth Management Group
New Jersey
$2.52K -$2.16K -47 -46%
Jones Financial Companies
348
Jones Financial Companies
Missouri
$2.36K -$6.2K -134 -72%
WTC
349
WhitTier Trust Company
Nevada
$2.06K +$1.19K +26 +137%
EWA
350
EverSource Wealth Advisors
Alabama
$1.79K -$12.1K -264 -87%