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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
PI
201
PFG Investments
New York
$240K -$115K -2,297 -32%
WIM
202
Westside Investment Management
California
$239K +$32.5K +650 +16%
BCI
203
Brinker Capital Investments
Pennsylvania
$237K +$237K +4,756 New
OPS
204
Orion Portfolio Solutions
Nebraska
$237K +$237K +4,756 New
GCA
205
Genesee Capital Advisors
New York
$227K -$446K -8,939 -66%
CWM
206
Cornerstone Wealth Management
Missouri
$225K +$226K +4,521 New
OC
207
Oppenheimer & Co
New York
$219K +$219K +4,383 New
WWM
208
WT Wealth Management
Arizona
$214K +$215K +4,300 New
BCM
209
Brookstone Capital Management
Illinois
$214K -$1.16M -23,191 -84%
LA
210
Lindenwold Advisors
Pennsylvania
$207K
ZIM
211
Zacks Investment Management
Illinois
$207K -$109K -2,174 -34%
Cerity Partners
212
Cerity Partners
New York
$201K -$2.05K -41 -1%
EWA
213
EverSource Wealth Advisors
Alabama
$176K +$23.5K +470 +15%
Wells Fargo
214
Wells Fargo
California
$156K -$24.2K -485 -13%
SAM
215
Synergy Asset Management
Washington
$136K +$135K +2,708 New
DAM
216
Delta Asset Management
Tennessee
$98.2K +$98.4K +1,970 New
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$95K
Osaic Holdings
218
Osaic Holdings
Arizona
$85.8K +$78.4K +1,570 +1,040%
PA
219
PSI Advisors
Florida
$78.3K +$1.85K +37 +2%
Bank of America
220
Bank of America
North Carolina
$71.8K -$94.9K -1,900 -57%
AWM
221
AE Wealth Management
Kansas
$62.8K +$62.9K +1,259 New
AWM
222
Avior Wealth Management
Nebraska
$55.5K +$649 +13 +1%
GWM
223
Geneos Wealth Management
Colorado
$54.9K +$55K +1,102 New
CFD
224
Creative Financial Designs
Indiana
$53.6K -$19.8K -396 -27%
CA
225
CoreCap Advisors
Michigan
$52.1K +$27.4K +549 +111%

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.