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TBIL

F/m US Treasury 3 Month Bill Fund

306 hedge funds and large institutions have $2.82B invested in F/m US Treasury 3 Month Bill Fund in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

38% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 95

9% more capital invested

Capital invested by funds: $2.59B → $2.82B (+$228M)

7% more funds holding

Funds holding: 286306 (+20)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

21.05% less ownership

Funds ownership: 43.46%22.4% (-21%)

Holders
306
Holders Change
+20
Holders Change %
+6.99%
% of All Funds
3.72%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
131
Reduced
95
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
IBEX Wealth Advisors
New Jersey
$16.3M +$1.66M +33,279 +11%
AWE
27
Avidian Wealth Enterprises
Texas
$14.9M +$5.93M +118,776 +66%
VWM
28
VanWeelden Wealth Management
Ohio
$14.1M +$162K +3,239 +1%
KPWS
29
Kestra Private Wealth Services
Texas
$13.4M -$423K -8,473 -3%
FOR
30
Family Office Research
Maryland
$13.4M -$3.83M -76,748 -22%
CICI
31
Capital Investment Counsel Inc
North Carolina
$13M +$5.46M +109,419 +72%
GCM
32
Generation Capital Management
New York
$13M +$439K +8,790 +3%
Lido Advisors
33
Lido Advisors
California
$12.6M
W
34
Wealthquest
Ohio
$12.5M +$1.23M +24,626 +11%
SGWM
35
Sterling Group Wealth Management
California
$11.4M +$2.37M +47,426 +26%
DP
36
Divergent Planning
Maryland
$11.3M +$971K +19,453 +9%
ABWM
37
Alpine Bank Wealth Management
Colorado
$11.1M +$2.47M +49,494 +29%
SSWM
38
Strait & Sound Wealth Management
California
$11.1M -$798K -15,985 -7%
KAS
39
Kestra Advisory Services
Texas
$10.8M -$714K -14,298 -6%
EH
40
Equitable Holdings
New York
$10.8M +$10.6K +212 +0.1%
JP Morgan Chase
41
JP Morgan Chase
New York
$10.6M -$2.62M -52,507 -20%
PFPG
42
Pinnacle Financial Partners (Georgia)
Georgia
$10M +$10M +200,980 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$9.48M +$9.49M +190,010 New
CCA
44
Coign Capital Advisors
Utah
$9.4M -$1.5M -29,952 -14%
IA
45
IFG Advisory
Georgia
$9.38M +$1.05M +21,103 +13%
IWC
46
Integrated Wealth Concepts
Massachusetts
$8.87M -$15.6M -312,686 -64%
ACM
47
Alpha Capital Management
Texas
$8.87M +$1.31M +26,315 +17%
MCC
48
Money Concepts Capital
Florida
$8.51M -$172K -3,452 -2%
PWMG
49
Pinnacle Wealth Management Group
Michigan
$8.38M +$165K +3,308 +2%
MW
50
MBL Wealth
North Carolina
$7.56M +$5.59M +112,020 +284%