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BILL Holdings

361 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 361361 (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
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
$446M
Puts
$133M
Net Calls
Net Calls Change

Top Buyers

1 +$122M
2 +$80.5M
3 +$75.6M
4
Morgan Stanley
Morgan Stanley
New York
+$54.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
326
Godfrey Financial Associates
New York
$1.64K
KFAS
327
Keating Financial Advisory Services
Kansas
$1.58K
PWA
328
Physician Wealth Advisors
Utah
$1.31K
MAM
329
Marquette Asset Management
Minnesota
$1.31K
KG
330
Kilter Group
New York
$1.25K
BWL
331
Bogart Wealth LLC
Virginia
$1.25K
AUB
332
Atlantic Union Bankshares
Virginia
$1.04K
TPCW
333
TD Private Client Wealth
New York
$1.04K
FFO
334
Fortitude Family Office
Arizona
$982
MCM
335
MAI Capital Management
Ohio
$873
MCM
336
MV Capital Management
Maryland
$819
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$655
S
338
Sachetta
Massachusetts
$655
CH
339
Cromwell Holdings
Wyoming
$654
HFS
340
Hughes Financial Services
Virginia
$654
SIC
341
SJS Investment Consulting
Ohio
$546
ACA
342
American Capital Advisory
Idaho
$491
TFA
343
Transamerica Financial Advisors
Florida
$436
RWM
344
Rialto Wealth Management
New York
$382
BHWM
345
Bay Harbor Wealth Management
Maryland
$381
QWM
346
Quaker Wealth Management
New Jersey
$328
AF
347
Advisornet Financial
Minnesota
$327
HIA
348
HFM Investment Advisors
New Jersey
$273
SC
349
SouthState Corp
Florida
$273
UFPG
350
United Financial Planning Group
New York
$273