We are live on ! Find out more
TBIL

F/m US Treasury 3 Month Bill Fund

266 hedge funds and large institutions have $2.45B invested in F/m US Treasury 3 Month Bill Fund in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

60% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 73

8% more funds holding

Funds holding: 247266 (+19)

0.31% less ownership

Funds ownership: 46.44%46.13% (-0.31%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

42% less capital invested

Capital invested by funds: $4.23B → $2.45B (-$1.77B)

Holders
266
Holders Change
+19
Holders Change %
+7.69%
% of All Funds
3.57%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
56
Increased
117
Reduced
73
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$496M +$55.4M +1,109,446 +13%
Morgan Stanley
2
Morgan Stanley
New York
$338M +$92.2M +1,847,177 +38%
OA
3
Oxbow Advisors
Texas
$129M +$17.1M +342,602 +15%
Renaissance Technologies
4
Renaissance Technologies
New York
$115M +$22.5M +451,500 +25%
Raymond James Financial
5
Raymond James Financial
Florida
$102M +$22.4M +448,645 +28%
Stifel Financial
6
Stifel Financial
Missouri
$88.3M +$16.4M +327,599 +23%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$54.1M +$2.64M +52,949 +5%
MSAM
8
Moloney Securities Asset Management
Missouri
$49M +$33.9M +678,520 +225%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$47.8M +$3.47M +69,397 +8%
OWP
10
Obermeyer Wealth Partners
Colorado
$46.5M +$15.1M +301,713 +48%
MML Investors Services
11
MML Investors Services
Massachusetts
$42.5M +$11.1M +222,343 +35%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$42.3M -$5.14M -103,011 -11%
FMI
13
F/M Investments
District of Columbia
$39M -$6.55M -131,253 -14%
BEI
14
Benjamin Edwards Inc
Missouri
$34.9M +$20.3M +406,333 +139%
PAG
15
Private Advisor Group
New Jersey
$32.3M -$698K -13,971 -2%
UBS Group
16
UBS Group
Switzerland
$26.7M +$3.61M +72,315 +16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$25.6M +$5.42M +108,486 +27%
RWP
18
Revolve Wealth Partners
New Jersey
$24.3M -$790K -15,823 -3%
CTC
19
Central Trust Company
Missouri
$23.9M +$1.94M +38,830 +9%
SWP
20
Stratos Wealth Partners
Ohio
$22.8M +$15M +300,753 +195%
IWC
21
Integrated Wealth Concepts
Massachusetts
$22.5M +$2.13M +42,621 +10%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$19.9M -$783K -15,687 -4%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$19.5M +$6.44M +129,048 +50%
SPIA
24
Steward Partners Investment Advisory
New York
$19.2M +$9.6M +192,167 +101%
FOR
25
Family Office Research
Maryland
$19M -$2.54M -50,833 -12%

TBIL Hedge Fund Activity: Q1 2025 in Review

266 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q1 2025, worth a combined $2.45B — down 42% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TBIL positions and 32 closed out — a net gain of 24 holders — while 117 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.2M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $66.1M sold.

  • 266 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q1 2025, up from 247 in Q4 2024.
  • Funds reported $2.45B of F/m US Treasury 3 Month Bill Fund stock for Q1 2025, down 42% quarter-over-quarter.
  • 56 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q1 2025 and 32 closed out, a net change of +24 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q1 2025 was Morgan Stanley, an estimated $92.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2025.