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BILL Holdings

392 hedge funds and large institutions have $4.28B invested in BILL Holdings in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $314M | Put options by funds: $169M

3% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 129

0.14% less ownership

Funds ownership: 91.52%91.39% (-0.14%)

5% less funds holding

Funds holding: 411392 (-19)

15% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 108

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

47% less capital invested

Capital invested by funds: $8.03B → $4.28B (-$3.75B)

Holders
392
Holders Change
-19
Holders Change %
-4.62%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
92
Increased
133
Reduced
129
Closed
108
Calls
$314M
Puts
$169M
Net Calls
+$145M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
476
United Capital Financial Advisors
Texas
-$219K -2,586 Closed
PWPS
477
Pinnacle Wealth Planning Services
Ohio
-$217K -2,558 Closed
PTC
478
Petrus Trust Company
Texas
-$215K -2,536 Closed
CG
479
Caprock Group
Idaho
-$211K -2,485 Closed
AIM
480
Aigen Investment Management
New York
-$208K -2,453 Closed
CCA
481
Coign Capital Advisors
Utah
-$205K -2,417 Closed
Truist Financial
482
Truist Financial
North Carolina
-$203K -2,395 Closed
VWM
483
Venturi Wealth Management
Texas
-$192K -2,265 Closed
CL
484
CSS LLC
Illinois
-$137K -1,621 Closed
KI
485
Kapitalo Investimentos
Brazil
-$118K -1,394 Closed
AIP
486
Arrowpoint Investment Partners
Singapore
-$58.5K -690 Closed
GM
487
GeoWealth Management
Illinois
-$32.3K -381 Closed
CAS
488
Coppell Advisory Solutions
Texas
-$31.6K -369 Closed
CA
489
CoreCap Advisors
Michigan
-$29.6K -350 Closed
RCM
490
Raleigh Capital Management
North Carolina
-$25.4K -300 Closed
TAM
491
Tucker Asset Management
Colorado
-$5.59K -66 Closed
EC
492
Elequin Capital
New York
-$3.73K -44 Closed
GEA
493
Glen Eagle Advisors
New Jersey
-$1.1K -13 Closed
MG
494
Mather Group
Illinois
-$932 -11 Closed
BCH
495
Berkshire Capital Holdings
California
-$847 -10 Closed
RIL
496
Rothschild Investment LLC
Illinois
-$339 -4 Closed
KBFS
497
Kohmann Bosshard Financial Services
Ohio
-$254 -3 Closed
CAL
498
Capital Advisors Ltd
Ohio
+$202 +3 New
HFS
499
Hantz Financial Services
Michigan
+$269 +4 New
AW
500
Avion Wealth
Texas
+$605 +9 New

BILL Hedge Fund Activity: Q1 2025 in Review

392 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q1 2025, worth a combined $4.28B — down 47% from $8.03B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of BILL and 92 opened new positions — a net loss of 16 holders — while 129 trimmed existing stakes and 133 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $96.4M. The largest seller was Newlands Management Operations, exiting entirely with an estimated $222M sold.

  • 392 institutional investors held BILL Holdings (BILL) as of Q1 2025, down from 411 in Q4 2024.
  • Funds reported $4.28B of BILL Holdings stock for Q1 2025, down 47% quarter-over-quarter.
  • 92 funds opened new BILL Holdings positions in Q1 2025 and 108 closed out, a net change of -16 holders.
  • The largest BILL Holdings buyer in Q1 2025 was Contour Asset Management, an estimated $96.4M added.
  • The largest BILL Holdings seller in Q1 2025 was Newlands Management Operations, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2025.