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BILL Holdings

369 hedge funds and large institutions have $4.47B invested in BILL Holdings in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 135 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $264M | Put options by funds: $88.5M

2.24% more ownership

Funds ownership: 91.39%93.62% (+2.2%)

4% more capital invested

Capital invested by funds: $4.28B → $4.47B (+$189M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

7% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 135

6% less funds holding

Funds holding: 392369 (-23)

25% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 79

Holders
369
Holders Change
-23
Holders Change %
-5.87%
% of All Funds
4.86%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
126
Reduced
135
Closed
79
Calls
$264M
Puts
$88.5M
Net Calls
+$176M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$2.45K +$619 +14 +36%
CIAM
327
Caitong International Asset Management
Hong Kong
$2.31K +$2.03K +46 +1,150%
HWM
328
Hemington Wealth Management
Virginia
$2K +$1.06K +24 +75%
AAG
329
Armstrong Advisory Group
Massachusetts
$1.99K
GWM
330
Geneos Wealth Management
Colorado
$1.94K -$3.23K -73 -63%
Jones Financial Companies
331
Jones Financial Companies
Missouri
$1.78K -$530 -12 -24%
SAM
332
Smartleaf Asset Management
Massachusetts
$1.69K +$1.06K +24 +185%
LFG
333
Larson Financial Group
Missouri
$1.57K -$1.42K -32 -48%
WA
334
WPG Advisers
Maryland
$1.39K +$265 +6 +25%
BCM
335
Boreal Capital Management
Florida
$1.39K +$1.33K +30 New
BIA
336
Bell Investment Advisors
California
$1.2K -$442 -10 -28%
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$1.16K -$22.2K -503 -95%
KG
338
Kilter Group
New York
$1.16K +$1.1K +25 New
AWM
339
Atticus Wealth Management
Florida
$1.11K
SS
340
Sunbelt Securities
Texas
$1.1K
WWM
341
Wolff Wiese Magana
California
$1.02K
FFO
342
Fortitude Family Office
Arizona
$971 -$2.12K -48 -70%
APW
343
Aventura Private Wealth
Florida
$879 -$4.29K -97 -84%
JWA
344
JFS Wealth Advisors
Pennsylvania
$879 -$486 -11 -37%
NC
345
NewSquare Capital
Pennsylvania
$694
PS
346
Principal Securities
Iowa
$648 -$39.3K -889 -98%
DFA
347
DHJJ Financial Advisors
Illinois
$648
BWL
348
Bogart Wealth LLC
Virginia
$601 +$575 +13 New
S
349
Sachetta
Massachusetts
$556 -$265 -6 -33%
CH
350
Cromwell Holdings
Wyoming
$555 +$530 +12 New

BILL Hedge Fund Activity: Q2 2025 in Review

369 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q2 2025, worth a combined $4.47B — up 4.4% from $4.28B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of BILL and 59 opened new positions — a net loss of 20 holders — while 135 trimmed existing stakes and 126 added.

The largest buyer was UBS Group, adding an estimated $83M. The largest seller was Temasek Holdings, cutting an estimated $124M.

  • 369 institutional investors held BILL Holdings (BILL) as of Q2 2025, down from 392 in Q1 2025.
  • Funds reported $4.47B of BILL Holdings stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 59 funds opened new BILL Holdings positions in Q2 2025 and 79 closed out, a net change of -20 holders.
  • The largest BILL Holdings buyer in Q2 2025 was UBS Group, an estimated $83M added.
  • The largest BILL Holdings seller in Q2 2025 was Temasek Holdings, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2025.