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TBIL

F/m US Treasury 3 Month Bill Fund

286 hedge funds and large institutions have $2.59B invested in F/m US Treasury 3 Month Bill Fund in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

4% more funds holding

Funds holding: 276286 (+10)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1% less capital invested

Capital invested by funds: $2.61B → $2.59B (-$21.6M)

1.2% less ownership

Funds ownership: 44.66%43.46% (-1.2%)

Holders
286
Holders Change
+10
Holders Change %
+3.62%
% of All Funds
3.75%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
43
Increased
111
Reduced
103
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$479M -$20.6M -412,767 -4%
Morgan Stanley
2
Morgan Stanley
New York
$439M +$9.52M +190,799 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$112M +$11.3M +226,752 +11%
Stifel Financial
4
Stifel Financial
Missouri
$101M +$20.9M +419,552 +26%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$86.9M +$16M +320,294 +23%
Wells Fargo
6
Wells Fargo
California
$72M +$17M +341,366 +31%
OWP
7
Obermeyer Wealth Partners
Colorado
$57.1M +$8.65M +173,190 +18%
JSW
8
Journey Strategic Wealth
New Jersey
$54.9M +$54.8M +1,097,416 New
TIM
9
Total Investment Management
Arizona
$50.3M -$916K -18,354 -2%
BEI
10
Benjamin Edwards Inc
Missouri
$47.8M +$7.88M +157,886 +20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$43.3M -$1.09M -21,757 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$40.8M -$4.88M -97,659 -11%
FMI
13
F/M Investments
District of Columbia
$38.9M -$12.2M -243,949 -24%
MML Investors Services
14
MML Investors Services
Massachusetts
$38.1M -$12M -241,276 -24%
UBS Group
15
UBS Group
Switzerland
$36.6M +$1.39M +27,936 +4%
PAG
16
Private Advisor Group
New Jersey
$34.7M +$92.9K +1,860 +0.3%
SC
17
Scotia Capital
Ontario, Canada
$26M +$15.9M +318,662 +158%
RWP
18
Revolve Wealth Partners
New Jersey
$25.5M +$1.21M +24,253 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$25.2M +$365K +7,313 +1%
Mariner
20
Mariner
Kansas
$24.8M +$6.84M +137,020 +38%
IWC
21
Integrated Wealth Concepts
Massachusetts
$24.5M +$825K +16,533 +3%
CTC
22
Central Trust Company
Missouri
$23.7M -$1.52M -30,514 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$19.9M +$272K +5,444 +1%
MSAM
24
Moloney Securities Asset Management
Missouri
$17.3M -$33.8M -677,172 -66%
FOR
25
Family Office Research
Maryland
$17.2M +$5.44M +108,882 +46%