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BILL Holdings

358 hedge funds and large institutions have $5.94B invested in BILL Holdings in 2025 Q4 according to their latest regulatory filings, with 72 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less funds holding

Funds holding: 361358 (-3)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 124

Holders
358
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
PWA
326
Physician Wealth Advisors
Utah
$1.31K
MAM
327
Marquette Asset Management
Minnesota
$1.31K
KG
328
Kilter Group
New York
$1.25K
BWL
329
Bogart Wealth LLC
Virginia
$1.25K
AUB
330
Atlantic Union Bankshares
Virginia
$1.04K
TPCW
331
TD Private Client Wealth
New York
$1.04K
FFO
332
Fortitude Family Office
Arizona
$982
MCM
333
MAI Capital Management
Ohio
$873
MCM
334
MV Capital Management
Maryland
$819
DPW
335
DiNuzzo Private Wealth
Pennsylvania
$655
S
336
Sachetta
Massachusetts
$655
CH
337
Cromwell Holdings
Wyoming
$654
HFS
338
Hughes Financial Services
Virginia
$654
SIC
339
SJS Investment Consulting
Ohio
$546
ACA
340
American Capital Advisory
Idaho
$491
TFA
341
Transamerica Financial Advisors
Florida
$436
RWM
342
Rialto Wealth Management
New York
$382
BHWM
343
Bay Harbor Wealth Management
Maryland
$381
QWM
344
Quaker Wealth Management
New Jersey
$328
AF
345
Advisornet Financial
Minnesota
$327
HIA
346
HFM Investment Advisors
New Jersey
$273
SC
347
SouthState Corp
Florida
$273
NFSG
348
Newbridge Financial Services Group
Florida
$273
UFPG
349
United Financial Planning Group
New York
$273
HI
350
Horizon Investments
North Carolina
$218