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BILL Holdings

362 hedge funds and large institutions have $5.95B invested in BILL Holdings in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $446M | Put options by funds: $133M

12% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 67

10% more capital invested

Capital invested by funds: $5.43B → $5.95B (+$520M)

8.14% more ownership

Funds ownership: 100.86%109% (+8.1%)

0% more funds holding

Funds holding: 362362 (0)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 124

Holders
362
Holders Change
Holders Change %
0%
% of All Funds
4.4%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
75
Increased
105
Reduced
124
Closed
67
Calls
$446M
Puts
$133M
Net Calls
+$314M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
326
Rothschild Investment LLC
Illinois
$1.64K +$1.28K +25 +500%
GFA
327
Godfrey Financial Associates
New York
$1.64K +$1.54K +30 New
KFAS
328
Keating Financial Advisory Services
Kansas
$1.58K +$1.49K +29 New
PWA
329
Physician Wealth Advisors
Utah
$1.31K
MAM
330
Marquette Asset Management
Minnesota
$1.31K +$1.23K +24 New
KG
331
Kilter Group
New York
$1.25K -$360 -7 -23%
BWL
332
Bogart Wealth LLC
Virginia
$1.25K -$103 -2 -8%
AUB
333
Atlantic Union Bankshares
Virginia
$1.04K +$976 +19 New
TPCW
334
TD Private Client Wealth
New York
$1.04K +$822 +16 +533%
FFO
335
Fortitude Family Office
Arizona
$982 -$462 -9 -33%
MCM
336
MAI Capital Management
Ohio
$873 -$462 -9 -36%
MCM
337
MV Capital Management
Maryland
$819 +$462 +9 +150%
DPW
338
DiNuzzo Private Wealth
Pennsylvania
$655 -$51 -1 -8%
S
339
Sachetta
Massachusetts
$655
CH
340
Cromwell Holdings
Wyoming
$654
HFS
341
Hughes Financial Services
Virginia
$654
SIC
342
SJS Investment Consulting
Ohio
$546
ACA
343
American Capital Advisory
Idaho
$491 +$308 +6 +200%
TFA
344
Transamerica Financial Advisors
Florida
$436 +$308 +6 +300%
RWM
345
Rialto Wealth Management
New York
$382
BHWM
346
Bay Harbor Wealth Management
Maryland
$381 +$103 +2 +40%
QWM
347
Quaker Wealth Management
New Jersey
$328 +$308 +6 New
AF
348
Advisornet Financial
Minnesota
$327 +$308 +6 New
HIA
349
HFM Investment Advisors
New Jersey
$273
NFSG
350
Newbridge Financial Services Group
Florida
$273 +$257 +5 New