We are live on ! Find out more
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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.08B -$206K -4,135 -9%
LPL Financial
2
LPL Financial
California
$439M +$37.5M +751,672 +9%
Morgan Stanley
3
Morgan Stanley
New York
$244M +$40.8M +817,795 +20%
OA
4
Oxbow Advisors
Texas
$111M +$34.5M +690,652 +45%
Renaissance Technologies
5
Renaissance Technologies
New York
$91.9M +$8.51M +170,500 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$79.2M +$79.3M +1,587,932 New
Stifel Financial
7
Stifel Financial
Missouri
$71.7M +$5.1M +102,130 +8%
IAA
8
Independent Advisor Alliance
North Carolina
$66.1M +$66.2M +1,325,522 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$51.2M +$16.7M +333,970 +48%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$47.3M -$2.91M -58,257 -6%
FMI
11
F/M Investments
District of Columbia
$45.5M +$42.5M +851,832 +1,413%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$44.2M +$12.7M +255,237 +40%
PAG
13
Private Advisor Group
New Jersey
$32.9M +$6.33M +126,776 +24%
MML Investors Services
14
MML Investors Services
Massachusetts
$31.3M +$3.21M +64,384 +11%
OWP
15
Obermeyer Wealth Partners
Colorado
$31.3M +$21.6M +432,315 +221%
Lido Advisors
16
Lido Advisors
California
$31.1M +$13.2M +264,995 +74%
RWP
17
Revolve Wealth Partners
New Jersey
$25M +$1.08M +21,559 +4%
UBS Group
18
UBS Group
Switzerland
$23M +$2.65M +53,158 +13%
CTC
19
Central Trust Company
Missouri
$21.9M +$2.76M +55,192 +14%
FOR
20
Family Office Research
Maryland
$21.5M +$21.5M +431,150 New
VWM
21
VanWeelden Wealth Management
Ohio
$21.4M +$21.4M +429,435 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$20.6M -$5.02M -100,607 -20%
IWC
23
Integrated Wealth Concepts
Massachusetts
$20.3M +$7.69M +154,041 +61%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$20.1M +$2.21M +44,238 +12%
ACM
25
Alpha Capital Management
Texas
$17.9M -$3.4M -68,176 -16%

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.