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BILL Holdings

411 hedge funds and large institutions have $8.03B invested in BILL Holdings in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 127 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $543M | Put options by funds: $221M

128% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 57

68% more capital invested

Capital invested by funds: $4.79B → $8.03B (+$3.24B)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

20% more funds holding

Funds holding: 342411 (+69)

14% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 111

6.55% more ownership

Funds ownership: 84.97%91.52% (+6.5%)

Holders
411
Holders Change
+69
Holders Change %
+20.18%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
130
Increased
127
Reduced
111
Closed
57
Calls
$543M
Puts
$221M
Net Calls
+$322M
Net Calls Change
+$272M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$32K +$4.03K +54 +16%
Mirae Asset Global Investments
352
Mirae Asset Global Investments
South Korea
$31.6K -$5.22K -70 -16%
CAS
353
Coppell Advisory Solutions
Texas
$31.6K +$18.4K +247 +202%
Skandinaviska Enskilda Banken (SEB)
354
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.4K
CA
355
CoreCap Advisors
Michigan
$29.6K +$26.1K +350 New
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$27.1K +$23.9K +320 New
S
357
SignatureFD
Georgia
$26.3K +$75 +1 +0.3%
CA
358
Crewe Advisors
Utah
$26K +$12.9K +173 +129%
GI
359
GAMMA Investing
California
$25.9K +$9.77K +131 +75%
EWA
360
EverSource Wealth Advisors
Alabama
$25.7K +$6.12K +82 +37%
RCM
361
Raleigh Capital Management
North Carolina
$25.4K
CA
362
Clearstead Advisors
Ohio
$22.5K +$8.58K +115 +76%
NA
363
NewEdge Advisors
Louisiana
$19.1K
DB
364
Danske Bank
Denmark
$16.9K -$96.9K -1,300 -87%
FHA
365
First Horizon Advisors
Tennessee
$15.9K +$14K +188 New
Jones Financial Companies
366
Jones Financial Companies
Missouri
$15.7K +$1.04K +14 +8%
APW
367
Aventura Private Wealth
Florida
$13.6K +$11.9K +160 New
HNB
368
Huntington National Bank
Ohio
$12.2K +$597 +8 +6%
AT
369
Arlington Trust
Alabama
$10K
PWMG
370
Private Wealth Management Group
New Jersey
$8.64K
CWM
371
CarsonAllaria Wealth Management
Illinois
$8.47K
EPIMS
372
Evelyn Partners Investment Management Services
$6.86K +$6.04K +81 New
SAM
373
Smartleaf Asset Management
Massachusetts
$6.84K +$3.13K +42 +111%
FFO
374
Fortitude Family Office
Arizona
$5.84K
TAM
375
Tucker Asset Management
Colorado
$5.59K -$1.12K -15 -19%

BILL Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q4 2024, worth a combined $8.03B — up 68% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new BILL positions and 57 closed out — a net gain of 73 holders — while 127 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $306M. The largest seller was Morgan Stanley, cutting an estimated $416M.

  • 411 institutional investors held BILL Holdings (BILL) as of Q4 2024, up from 342 in Q3 2024.
  • Funds reported $8.03B of BILL Holdings stock for Q4 2024, up 68% quarter-over-quarter.
  • 130 funds opened new BILL Holdings positions in Q4 2024 and 57 closed out, a net change of +73 holders.
  • The largest BILL Holdings buyer in Q4 2024 was BlackRock, an estimated $306M added.
  • The largest BILL Holdings seller in Q4 2024 was Morgan Stanley, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2024.