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
PS
176
Principal Securities
Iowa
$778K
TC
177
Trilogy Capital
California
$764K
T
178
Tidemark
California
$760K
SWM
179
Spire Wealth Management
Virginia
$754K
AFP
180
Ausdal Financial Partners
Iowa
$736K
CA
181
Calton & Associates
Florida
$735K
AF
182
Apollon Financial
South Carolina
$734K
VBFP
183
Valtinson Bruner Financial Planning
Minnesota
$727K
CI
184
Ceera Investments
Texas
$721K
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$709K
CI
186
CX Institutional
Indiana
$705K
OC
187
Oppenheimer & Co
New York
$701K
ACP
188
Aviance Capital Partners
Florida
$684K
EMAM
189
Encompass More Asset Management
California
$679K
DAS
190
Dynamic Advisor Solutions
Arizona
$678K
TWC
191
TD Waterhouse Canada
Ontario, Canada
$675K
CW
192
CreativeOne Wealth
Kansas
$663K
TNBTD
193
Trustmark National Bank Trust Department
Mississippi
$655K
IPW
194
Impact Partnership Wealth
Georgia
$642K
EWA
195
EverSource Wealth Advisors
Alabama
$635K
MWM
196
Meridian Wealth Management
Kentucky
$625K
NW
197
NewEdge Wealth
Pennsylvania
$612K
PTC
198
Private Trust Company
Ohio
$609K
TA
199
TrueWealth Advisors
Alabama
$608K
RCWM
200
Red Crane Wealth Management
California
$603K