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BILL Holdings

361 hedge funds and large institutions have $5.43B invested in BILL Holdings in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 83 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:

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

2% less funds holding

Funds holding: 368361 (-7)

22% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 130

Holders
361
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
IA
326
IFP Advisors
Florida
$1.96K
PFBT
327
Parkside Financial Bank & Trust
Missouri
$1.91K
LFG
328
Larson Financial Group
Missouri
$1.75K
KG
329
Kilter Group
New York
$1.59K
BCM
330
Boreal Capital Management
Florida
$1.59K
FFO
331
Fortitude Family Office
Arizona
$1.43K
JWA
332
JFS Wealth Advisors
Pennsylvania
$1.38K
MCM
333
MAI Capital Management
Ohio
$1.32K
BWL
334
Bogart Wealth LLC
Virginia
$1.32K
BBHC
335
Brown Brothers Harriman & Co
New York
$1.32K
PWA
336
Physician Wealth Advisors
Utah
$1.27K
QC
337
Quent Capital
New York
$1.01K
GRP
338
Global Retirement Partners
California
$900
NA
339
NewEdge Advisors
Louisiana
$742
CH
340
Cromwell Holdings
Wyoming
$636
S
341
Sachetta
Massachusetts
$636
DPW
342
DiNuzzo Private Wealth
Pennsylvania
$604
BIA
343
Bell Investment Advisors
California
$583
HFS
344
Hughes Financial Services
Virginia
$566
WT
345
Whittier Trust
California
$533
SIC
346
SJS Investment Consulting
Ohio
$530
RWM
347
Rialto Wealth Management
New York
$371
MCM
348
MV Capital Management
Maryland
$318
HIA
349
HFM Investment Advisors
New Jersey
$265
RIL
350
Rothschild Investment LLC
Illinois
$265