TBIL

F/m US Treasury 3 Month Bill Fund

299 hedge funds and large institutions have $2.8B invested in F/m US Treasury 3 Month Bill Fund in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
AWE
27
Avidian Wealth Enterprises
Texas
$14.9M
VWM
28
VanWeelden Wealth Management
Ohio
$14.1M
KPWS
29
Kestra Private Wealth Services
Texas
$13.4M
FOR
30
Family Office Research
Maryland
$13.4M
CICI
31
Capital Investment Counsel Inc
North Carolina
$13M
GCM
32
Generation Capital Management
New York
$13M
Lido Advisors
33
Lido Advisors
California
$12.6M
W
34
Wealthquest
Ohio
$12.5M
SGWM
35
Sterling Group Wealth Management
California
$11.4M
DP
36
Divergent Planning
Maryland
$11.3M
ABWM
37
Alpine Bank Wealth Management
Colorado
$11.1M
SSWM
38
Strait & Sound Wealth Management
California
$11.1M
KAS
39
Kestra Advisory Services
Texas
$10.8M
EH
40
Equitable Holdings
New York
$10.8M
JP Morgan Chase
41
JP Morgan Chase
New York
$10.6M
PFPG
42
Pinnacle Financial Partners (Georgia)
Georgia
$10M
Baird Financial Group
43
Baird Financial Group
Wisconsin
$9.48M
CCA
44
Coign Capital Advisors
Utah
$9.4M
IA
45
IFG Advisory
Georgia
$9.38M
IWC
46
Integrated Wealth Concepts
Massachusetts
$8.87M
ACM
47
Alpha Capital Management
Texas
$8.87M
MCC
48
Money Concepts Capital
Florida
$8.51M
PWMG
49
Pinnacle Wealth Management Group
Michigan
$8.38M
MW
50
MBL Wealth
North Carolina
$7.56M