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TBIL

F/m US Treasury 3 Month Bill Fund

286 hedge funds and large institutions have $2.59B invested in F/m US Treasury 3 Month Bill Fund in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

4% more funds holding

Funds holding: 276286 (+10)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1% less capital invested

Capital invested by funds: $2.61B → $2.59B (-$21.6M)

1.2% less ownership

Funds ownership: 44.66%43.46% (-1.2%)

Holders
286
Holders Change
+10
Holders Change %
+3.62%
% of All Funds
3.75%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
111
Reduced
103
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
176
CreativeOne Wealth
Kansas
$679K -$20K -400 -3%
HCA
177
Harbour Capital Advisors
Virginia
$668K +$110K +2,195 +20%
RCWM
178
Red Crane Wealth Management
California
$662K -$135K -2,701 -17%
HI
179
Harbour Investments
Wisconsin
$657K +$100 +2 +0%
TNBTD
180
Trustmark National Bank Trust Department
Mississippi
$656K +$10.9K +219 +2%
WS
181
Wedbush Securities
California
$645K +$298K +5,977 +86%
TC
182
Trilogy Capital
California
$636K -$135K -2,703 -18%
OWA
183
Opal Wealth Advisors
New York
$633K +$418K +8,374 +196%
TA
184
TrueWealth Advisors
Alabama
$617K -$214K -4,289 -26%
Corient Private Wealth
185
Corient Private Wealth
Florida
$614K -$1.1M -21,945 -64%
PWA
186
Principia Wealth Advisory
Texas
$597K +$596K +11,937 +596,850%
CF
187
Centaurus Financial
California
$595K +$6.44K +129 +1%
KAS
188
KPP Advisory Services
Kentucky
$592K +$591K +11,848 New
SWM
189
Spire Wealth Management
Virginia
$580K +$574K +11,506 +12,112%
DAS
190
Dynamic Advisor Solutions
Arizona
$580K +$25K +500 +5%
OC
191
Oppenheimer & Co
New York
$560K +$29.3K +587 +6%
AWM
192
Accurate Wealth Management
Florida
$557K +$5.64K +113 +1%
CWM
193
Cornerstone Wealth Management
Missouri
$554K +$63.7K +1,276 +13%
PFPT
194
Pinnacle Financial Partners (Tennessee)
Tennessee
$538K
LIM
195
Leavell Investment Management
Alabama
$518K
EWM
196
Elmwood Wealth Management
California
$516K
GSWM
197
Golden State Wealth Management
California
$491K +$1.65K +33 +0.3%
NPAN
198
Northeast Planning Associates NH
New Hampshire
$487K -$10.4K -208 -2%
SW
199
SteelPeak Wealth
California
$487K +$486K +9,730 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$485K -$8.9M -178,221 -95%

TBIL Hedge Fund Activity: Q3 2025 in Review

286 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q3 2025, worth a combined $2.59B — down 0.82% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TBIL positions and 27 closed out — a net gain of 16 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $54.8M. The largest seller was Oxbow Advisors, cutting an estimated $101M.

  • 286 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q3 2025, up from 276 in Q2 2025.
  • Funds reported $2.59B of F/m US Treasury 3 Month Bill Fund stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 43 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q3 2025 and 27 closed out, a net change of +16 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q3 2025 was Journey Strategic Wealth, an estimated $54.8M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q3 2025 was Oxbow Advisors, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2025.