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BILL Holdings

354 hedge funds and large institutions have $5.43B invested in BILL Holdings in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 99 increasing their positions, 128 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 84

3% less funds holding

Funds holding: 366354 (-12)

23% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 128

Holders
354
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
FFO
326
Fortitude Family Office
Arizona
$1.43K
JWA
327
JFS Wealth Advisors
Pennsylvania
$1.38K
MCM
328
MAI Capital Management
Ohio
$1.32K
BWL
329
Bogart Wealth LLC
Virginia
$1.32K
BBHC
330
Brown Brothers Harriman & Co
New York
$1.32K
PWA
331
Physician Wealth Advisors
Utah
$1.27K
QC
332
Quent Capital
New York
$1.01K
GRP
333
Global Retirement Partners
California
$900
NA
334
NewEdge Advisors
Louisiana
$742
S
335
Sachetta
Massachusetts
$636
CH
336
Cromwell Holdings
Wyoming
$636
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$604
BIA
338
Bell Investment Advisors
California
$583
HFS
339
Hughes Financial Services
Virginia
$566
WT
340
Whittier Trust
California
$533
SIC
341
SJS Investment Consulting
Ohio
$530
RWM
342
Rialto Wealth Management
New York
$371
HIA
343
HFM Investment Advisors
New Jersey
$265
RIL
344
Rothschild Investment LLC
Illinois
$265
BHWM
345
Bay Harbor Wealth Management
Maryland
$264
HI
346
Horizon Investments
North Carolina
$212
TPCW
347
TD Private Client Wealth
New York
$159
ACA
348
American Capital Advisory
Idaho
$159
WA
349
WPG Advisers
Maryland
$106
TFA
350
Transamerica Financial Advisors
Florida
$106