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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
KAS
26
Kestra Advisory Services
Texas
$17.5M +$9.69M +194,165 +124%
SSWM
27
Strait & Sound Wealth Management
California
$16.9M -$2.45M -49,007 -13%
GF
28
Gries Financial
Ohio
$16M -$5.03M -100,824 -24%
W
29
Wealthquest
Ohio
$15.4M +$401K +8,035 +3%
MSAM
30
Moloney Securities Asset Management
Missouri
$15M +$1.67M +33,418 +12%
BEI
31
Benjamin Edwards Inc
Missouri
$14.6M +$1.06M +21,186 +8%
4WM
32
49 Wealth Management
Texas
$14.2M +$6.96M +139,348 +96%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$13M +$4.74M +94,923 +57%
GCM
34
Generation Capital Management
New York
$11.8M +$11.9M +237,428 New
EH
35
Equitable Holdings
New York
$11.3M +$1.23M +24,616 +12%
RC
36
Rareview Capital
Nevada
$11.1M +$928K +18,589 +9%
IWA
37
IBEX Wealth Advisors
New Jersey
$10.5M +$10.5M +211,025 New
FLPIM
38
F.L. Putnam Investment Management
Massachusetts
$10M +$3.44M +68,811 +52%
SPIA
39
Steward Partners Investment Advisory
New York
$9.53M +$81.8K +1,638 +0.9%
MCC
40
Money Concepts Capital
Florida
$8.46M +$2.35M +47,001 +38%
MA
41
Mutual Advisors
Nebraska
$8.01M +$7.12M +142,591 +802%
SWP
42
Stratos Wealth Partners
Ohio
$7.7M +$3.08M +61,693 +67%
DWM
43
Denver Wealth Management
Colorado
$7.59M +$436K +8,736 +6%
PWMG
44
Pinnacle Wealth Management Group
Michigan
$7.22M +$449K +8,987 +7%
LFA
45
Longview Financial Advisors
Alabama
$7.19M -$4.59M -92,003 -39%
MF
46
Manchester Financial
California
$7.15M -$3.34M -66,801 -32%
AAS
47
Ameritas Advisory Services
Nebraska
$7.08M +$2.12M +42,369 +43%
HighTower Advisors
48
HighTower Advisors
Illinois
$6.92M -$3.31M -66,220 -32%
Goldman Sachs
49
Goldman Sachs
New York
$6.89M +$6.9M +138,184 New
FGA
50
Fortis Group Advisors
New Jersey
$6.85M -$6.21M -124,330 -48%

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.