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BILL Holdings

356 hedge funds and large institutions have $5.43B invested in BILL Holdings in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 85 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:

8% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 85

3% less funds holding

Funds holding: 368356 (-12)

23% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 129

Holders
356
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
PFBT
326
Parkside Financial Bank & Trust
Missouri
$1.91K
LFG
327
Larson Financial Group
Missouri
$1.75K
FFO
328
Fortitude Family Office
Arizona
$1.43K
JWA
329
JFS Wealth Advisors
Pennsylvania
$1.38K
MCM
330
MAI Capital Management
Ohio
$1.32K
BWL
331
Bogart Wealth LLC
Virginia
$1.32K
BBHC
332
Brown Brothers Harriman & Co
New York
$1.32K
PWA
333
Physician Wealth Advisors
Utah
$1.27K
QC
334
Quent Capital
New York
$1.01K
GRP
335
Global Retirement Partners
California
$900
NA
336
NewEdge Advisors
Louisiana
$742
CH
337
Cromwell Holdings
Wyoming
$636
S
338
Sachetta
Massachusetts
$636
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$604
BIA
340
Bell Investment Advisors
California
$583
HFS
341
Hughes Financial Services
Virginia
$566
WT
342
Whittier Trust
California
$533
SIC
343
SJS Investment Consulting
Ohio
$530
RWM
344
Rialto Wealth Management
New York
$371
RIL
345
Rothschild Investment LLC
Illinois
$265
HIA
346
HFM Investment Advisors
New Jersey
$265
BHWM
347
Bay Harbor Wealth Management
Maryland
$264
HI
348
Horizon Investments
North Carolina
$212
TPCW
349
TD Private Client Wealth
New York
$159
ACA
350
American Capital Advisory
Idaho
$159