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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
PTC
176
Private Trust Company
Ohio
$356K -$74.2K -1,487 -17%
LC
177
Luminist Capital
Michigan
$354K +$354K +7,095 New
WG
178
Wealth Group
North Carolina
$349K -$175K -3,503 -33%
GWSG
179
GPS Wealth Strategies Group
Colorado
$348K -$50.6K -1,014 -13%
AWS
180
Atria Wealth Solutions
New York
$345K +$346K +6,920 New
MSA
181
Marino Stram & Associates
Massachusetts
$327K -$56.2K -1,125 -15%
CF
182
Centaurus Financial
California
$322K
AIC
183
Argus Investors Counsel
New York
$311K +$8.69K +174 +3%
GA
184
GoalVest Advisory
New York
$309K -$295K -5,909 -49%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$304K +$14.9K +298 +5%
Creative Planning
186
Creative Planning
Kansas
$301K +$27.8K +557 +10%
ACM
187
Andina Capital Management
Utah
$299K -$8.09K -162 -3%
Jane Street
188
Jane Street
New York
$295K -$11.2M -223,771 -97%
SFA
189
Sequoia Financial Advisors
Ohio
$293K -$30.8K -616 -9%
CAG
190
Centerpoint Advisory Group
Kansas
$291K +$291K +5,835 New
PFA
191
Pinnacle Family Advisors
Missouri
$289K +$290K +5,801 New
LA
192
Latitude Advisors
Florida
$286K +$46.4K +929 +19%
LC
193
Lindbrook Capital
California
$283K
KWA
194
Kingswood Wealth Advisors
California
$282K -$11.4K -228 -4%
VVP
195
Venture Visionary Partners
Ohio
$269K
SA
196
Strategic Advocates
Utah
$258K +$31K +620 +14%
IAS
197
Insigneo Advisory Services
Florida
$249K
OAM
198
Occidental Asset Management
California
$249K
NL
199
NWAM LLC
Washington
$244K +$999 +20 +0.4%
KWM
200
Kingsview Wealth Management
Oregon
$241K +$242K +4,841 New

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.