TBIL

F/m US Treasury 3 Month Bill Fund

304 hedge funds and large institutions have $2.81B invested in F/m US Treasury 3 Month Bill Fund in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
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
PTC
201
Private Trust Company
Ohio
$609K
TA
202
TrueWealth Advisors
Alabama
$608K
RCWM
203
Red Crane Wealth Management
California
$603K
KAS
204
KPP Advisory Services
Kentucky
$585K
AWM
205
Accurate Wealth Management
Florida
$562K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$560K
MWM
207
Mattern Wealth Management
Kansas
$534K
LIM
208
Leavell Investment Management
Alabama
$517K
EWM
209
Elmwood Wealth Management
California
$515K
OWA
210
Opal Wealth Advisors
New York
$513K
OWA
211
Outlook Wealth Advisors
Texas
$499K
GSWM
212
Golden State Wealth Management
California
$492K
NPAN
213
Northeast Planning Associates NH
New Hampshire
$483K
CF
214
Centaurus Financial
California
$455K
PWM
215
Prosperity Wealth Management
California
$453K
EAM
216
Everstar Asset Management
North Carolina
$450K
WA
217
Wealthstar Advisors
Texas
$445K
ACA
218
Aptus Capital Advisors
Alabama
$444K
FGG
219
Financial Guidance Group
Florida
$444K
SAI
220
Savvy Advisors Inc
New York
$432K
IF
221
Integrity Financial
Wyoming
$420K
EWA
222
Exit Wealth Advisors
Georgia
$405K
CFG
223
Cassilly Financial Group
Maryland
$404K
CRWM
224
Castle Rock Wealth Management
California
$402K
HI
225
Harbour Investments
Wisconsin
$400K