BILL icon

BILL Holdings

388 hedge funds and large institutions have $4.23B invested in BILL Holdings in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 130 increasing their positions, 127 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-18
Holders Change %
-4.43%
% of All Funds
5.27%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
96
Increased
130
Reduced
127
Closed
108
Calls
$314M
Puts
$169M
Net Calls
+$145M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
351
Bell Investment Advisors
California
$1.65K +$964 +21 +140%
CA
352
Continuum Advisory
Idaho
$1.65K -$92 -2 -5%
PWA
353
Physician Wealth Advisors
Utah
$1.52K +$1.52K +33 New
JWA
354
JFS Wealth Advisors
Pennsylvania
$1.38K
KIM
355
Kestra Investment Management
Texas
$1.15K +$1.15K +25 New
AWM
356
Atticus Wealth Management
Florida
$1.1K
WA
357
WPG Advisers
Maryland
$1.1K -$1.33K -29 -55%
WWM
358
Wolff Wiese Magana
California
$1.01K
HWM
359
Hemington Wealth Management
Virginia
$1K -$1K -32 -50%
SC
360
SouthState Corp
Florida
$918 +$918 +20 New
QC
361
Quent Capital
New York
$872
S
362
Sachetta
Massachusetts
$827 -$1.88K -41 -69%
CFB
363
Cullen/Frost Bankers
Texas
$734 -$275 -6 -27%
NC
364
NewSquare Capital
Pennsylvania
$688 +$688 +15 New
MSWA
365
Marshall & Sterling Wealth Advisors
New York
$688 +$688 +15 New
DFA
366
DHJJ Financial Advisors
Illinois
$643 +$643 +14 New
SAM
367
Smartleaf Asset Management
Massachusetts
$601 -$3.1K -67 -84%
PPC
368
Park Place Capital
Alabama
$597
SS
369
Sunbelt Securities
Texas
$597
MCM
370
MAI Capital Management
Ohio
$505
SIC
371
SJS Investment Consulting
Ohio
$459 +$92 +2 +25%
WT
372
Whittier Trust
California
$458 +$458 +10 New
GFPC
373
Global Financial Private Client
Florida
$413 +$321 +7 +350%
Mirae Asset Global Investments
374
Mirae Asset Global Investments
South Korea
$329 +$321 +14,725 +3,948%
MCM
375
MV Capital Management
Maryland
$322 -$874 -19 -73%