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TBIL

F/m US Treasury 3 Month Bill Fund

247 hedge funds and large institutions have $4.23B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more capital invested

Capital invested by funds: $1.75B → $4.23B (+$2.48B)

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

12% more funds holding

Funds holding: 220247 (+27)

4.91% more ownership

Funds ownership: 41.54%46.44% (+4.9%)

Holders
247
Holders Change
+27
Holders Change %
+12.27%
% of All Funds
3.25%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
53
Increased
96
Reduced
81
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Atria Investments
North Carolina
-$2.76M -55,205 Closed
GS
252
GTS Securities
New York
-$2.67M -53,263 Closed
WF
253
Wayfinding Financial
Washington
-$1.89M -37,812 Closed
WWM
254
Western Wealth Management
Colorado
-$1.74M -34,747 Closed
FTUS
255
Flow Traders U.S.
New York
-$957K -19,118 Closed
PA
256
PFG Advisors
Arizona
-$598K -11,958 Closed
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
-$530K -10,595 Closed
TSS
258
Two Sigma Securities
New York
-$456K -9,117 Closed
FHB
259
First Hawaiian Bank
Hawaii
-$401K -8,017 Closed
OWM
260
OneAscent Wealth Management
Alabama
-$287K -5,733 Closed
AWM
261
Apollon Wealth Management
South Carolina
-$285K -5,691 Closed
LFAS
262
Level Four Advisory Services
Texas
-$222K -4,433 Closed
VAM
263
Verity Asset Management
North Carolina
-$219K -4,370 Closed
SWM
264
Silverlake Wealth Management
Vermont
-$204K -4,085 Closed
EWA
265
EP Wealth Advisors
California
-$162K -3,230 Closed
ATS
266
Ashton Thomas Securities
New York
-$43.1K -861 Closed
SC
267
SouthState Corp
Florida
-$34.8K -695 Closed
CPA
268
Clear Point Advisors
New York
-$30.2K -604 Closed
SIS
269
Sound Income Strategies
Florida
-$11.1K -222 Closed
WT
270
Washington Trust
Rhode Island
-$7.26K -145 Closed

TBIL Hedge Fund Activity: Q4 2024 in Review

247 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q4 2024, worth a combined $4.23B — up 142% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TBIL positions and 23 closed out — a net gain of 30 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $66.2M. The largest seller was Flagship Harbor Advisors, cutting an estimated $15.7M.

  • 247 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q4 2024, up from 220 in Q3 2024.
  • Funds reported $4.23B of F/m US Treasury 3 Month Bill Fund stock for Q4 2024, up 142% quarter-over-quarter.
  • 53 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q4 2024 and 23 closed out, a net change of +30 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q4 2024 was Independent Advisor Alliance, an estimated $66.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q4 2024 was Flagship Harbor Advisors, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2024.