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TBIL

F/m US Treasury 3 Month Bill Fund

320 hedge funds and large institutions have $3.23B invested in F/m US Treasury 3 Month Bill Fund in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 116 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

24.86% more ownership

Funds ownership: 22.4%47.26% (+25%)

15% more capital invested

Capital invested by funds: $2.82B → $3.23B (+$411M)

5% more funds holding

Funds holding: 306320 (+14)

7% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 125

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
320
Holders Change
+14
Holders Change %
+4.58%
% of All Funds
3.94%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.22%
New
46
Increased
116
Reduced
125
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMC
226
Heritage Wealth Management (California)
California
$499K -$949K -19,000 -66%
SFS
227
Sunrise Financial Services
Washington
$495K -$5.07M -101,541 -91%
PEA
228
Park Edge Advisors
Ohio
$494K -$1.3M -26,068 -72%
MWM
229
Mattern Wealth Management
Kansas
$490K -$43.6K -874 -8%
WIM
230
Westside Investment Management
California
$489K +$202K +4,050 +70%
TA
231
TrueWealth Advisors
Alabama
$488K -$120K -2,395 -20%
GSWM
232
Golden State Wealth Management
California
$484K -$7.49K -150 -2%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$478K -$1.07M -21,351 -69%
CI
234
CX Institutional
Indiana
$472K -$233K -4,668 -33%
RCWM
235
Red Crane Wealth Management
California
$470K -$133K -2,659 -22%
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$460K -$249K -4,988 -35%
CF
237
Centaurus Financial
California
$454K -$1.45K -29 -0.3%
ACA
238
Aptus Capital Advisors
Alabama
$444K
FGG
239
Financial Guidance Group
Florida
$444K
NPAN
240
Northeast Planning Associates NH
New Hampshire
$439K -$43.7K -875 -9%
MAS
241
MPWM Advisory Solutions
Georgia
$424K +$121K +2,424 +40%
CRWM
242
Castle Rock Wealth Management
California
$404K +$2.1K +42 +0.5%
CFG
243
Cassilly Financial Group
Maryland
$404K
BCI
244
Brinker Capital Investments
Pennsylvania
$394K -$2.43M -48,573 -86%
CA
245
Calton & Associates
Florida
$386K -$349K -6,991 -47%
HP
246
Holistic Planning
Texas
$385K +$386K +7,727 New
US Bancorp
247
US Bancorp
Minnesota
$385K
PWM
248
Perigon Wealth Management
California
$376K -$865K -17,330 -70%
MGIA
249
Moneta Group Investment Advisors
Missouri
$375K +$30K +601 +9%
SMC
250
Smith, Moore & Co
Missouri
$364K +$364K +7,300 New