TBIL

F/m US Treasury 3 Month Bill Fund

306 hedge funds and large institutions have $2.82B invested in F/m US Treasury 3 Month Bill Fund in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
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
MWM
201
Meridian Wealth Management
Kentucky
$625K
NW
202
NewEdge Wealth
Pennsylvania
$612K
PTC
203
Private Trust Company
Ohio
$609K
TA
204
TrueWealth Advisors
Alabama
$608K
RCWM
205
Red Crane Wealth Management
California
$603K
KAS
206
KPP Advisory Services
Kentucky
$585K
AWM
207
Accurate Wealth Management
Florida
$562K
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$560K
MWM
209
Mattern Wealth Management
Kansas
$534K
LIM
210
Leavell Investment Management
Alabama
$517K
EWM
211
Elmwood Wealth Management
California
$515K
OWA
212
Opal Wealth Advisors
New York
$513K
OWA
213
Outlook Wealth Advisors
Texas
$499K
GSWM
214
Golden State Wealth Management
California
$492K
NPAN
215
Northeast Planning Associates NH
New Hampshire
$483K
CF
216
Centaurus Financial
California
$455K
PWM
217
Prosperity Wealth Management
California
$453K
EAM
218
Everstar Asset Management
North Carolina
$450K
WA
219
Wealthstar Advisors
Texas
$445K
ACA
220
Aptus Capital Advisors
Alabama
$444K
FGG
221
Financial Guidance Group
Florida
$444K
SAI
222
Savvy Advisors Inc
New York
$432K
IF
223
Integrity Financial
Wyoming
$420K
EWA
224
Exit Wealth Advisors
Georgia
$405K
CFG
225
Cassilly Financial Group
Maryland
$404K