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BILL Holdings

477 hedge funds and large institutions have $11.4B invested in BILL Holdings in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 171 increasing their positions, 176 reducing their positions, and 85 closing their positions.

Holders
477
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.27%
New
84
Increased
171
Reduced
176
Closed
85
Calls
$438M
Puts
$529M
Net Calls
-$90.4M
Net Calls Change
-$99.6M
Name Market Value Shares Shares
Change
Shares
Change %
AF
451
Allworth Financial
California
$1.85K 17 -142 -89%
JWA
452
JFS Wealth Advisors
Pennsylvania
$1.63K 15 -7 -32%
WWM
453
Wolff Wiese Magana
California
$1.53K 14 -478 -97%
PWMG
454
Prestige Wealth Management Group
New Jersey
$1.53K 14
SC
455
Schubert & Co
Texas
$1.09K 10 -8 -44%
UB
456
UMB Bank
Missouri
$1K 9 +7 +350%
CAL
457
Capital Advisors Ltd
Ohio
$1K 95 +77 +428%
BC
458
Burleson & Co
California
$981 9 +4 +80%
SWA
459
Sutton Wealth Advisors
Florida
$872 8
LF
460
Lee Financial
Texas
$763 7 -10 -59%
HGWM
461
Harvest Group Wealth Management
Massachusetts
$763 7 +2 +40%
FFA
462
Farther Finance Advisors
California
$763 7 +7 New
FFL
463
Financial Freedom LLC
Ohio
$763 7 +7 New
CFO
464
CVA Family Office
Colorado
$545 5 -65 -93%
SIC
465
SJS Investment Consulting
Ohio
$545 5
BAAM
466
Baker Avenue Asset Management
California
$545 5 +5 New
DI
467
Disciplined Investments
Oklahoma
$436 4 -2 -33%
MCC
468
Money Concepts Capital
Florida
$436 4 +4 New
FWM
469
Focused Wealth Management
New York
$436 4 +4 New
MHR
470
Matthew Hamilton Rosenberg
$327 3 +3 New
MPCL
471
My Personal CFO LLC
Washington
$327 3 +3 New
BWM
472
BerganKDV Wealth Management
Minnesota
$218 2
AWM
473
Accurate Wealth Management
Florida
$203 2 +2 New
TWD
474
True Wealth Design
Ohio
$109 1 +1 New
DCM
475
Dorsal Capital Management
California
-555,000 Closed