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TBIL

F/m US Treasury 3 Month Bill Fund

320 hedge funds and large institutions have $3.23B invested in F/m US Treasury 3 Month Bill Fund in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 116 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 26

24.86% more ownership

Funds ownership: 22.4%47.26% (+25%)

15% more capital invested

Capital invested by funds: $2.82B → $3.23B (+$411M)

5% more funds holding

Funds holding: 306320 (+14)

7% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 125

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
320
Holders Change
+14
Holders Change %
+4.58%
% of All Funds
3.94%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.22%
New
46
Increased
116
Reduced
125
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$552M +$62.3M +1,247,177 +13%
LPL Financial
2
LPL Financial
California
$540M +$50.5M +1,011,336 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$178M +$59.2M +1,185,938 +50%
Wells Fargo
4
Wells Fargo
California
$156M +$62.3M +1,248,473 +67%
Stifel Financial
5
Stifel Financial
Missouri
$119M +$15.7M +314,743 +15%
HighTower Advisors
6
HighTower Advisors
Illinois
$89.2M +$86.2M +1,727,408 +2,797%
OWP
7
Obermeyer Wealth Partners
Colorado
$69.7M +$3.46M +69,316 +5%
IAA
8
Independent Advisor Alliance
North Carolina
$60.3M +$57.9M +1,158,816 +2,264%
PAG
9
Private Advisor Group
New Jersey
$51.8M +$11.8M +236,385 +29%
BEI
10
Benjamin Edwards Inc
Missouri
$51.5M -$503K -10,065 -1%
FMI
11
F/M Investments
District of Columbia
$45.4M +$5.43M +108,714 +14%
SWP
12
Stratos Wealth Partners
Ohio
$44.8M +$38.6M +774,049 +627%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$42.4M -$50.2M -1,005,767 -54%
JSW
14
Journey Strategic Wealth
New Jersey
$41.5M -$11.7M -233,813 -22%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$39.2M -$3.49M -69,860 -8%
EH
16
Equitable Holdings
New York
$38.8M +$28M +561,771 +260%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$38M -$7.62M -152,703 -17%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$34.8M -$799K -16,000 -2%
UBS Group
19
UBS Group
Switzerland
$34.3M +$461K +9,230 +1%
IWC
20
Integrated Wealth Concepts
Massachusetts
$30.9M +$22M +441,322 +248%
MML Investors Services
21
MML Investors Services
Massachusetts
$30.9M -$31.7M -635,054 -51%
SPIA
22
Steward Partners Investment Advisory
New York
$27.9M +$11.2M +224,969 +67%
SAI
23
Savvy Advisors Inc
New York
$23.6M +$23.2M +464,092 +5,355%
CICI
24
Capital Investment Counsel Inc
North Carolina
$22.9M +$9.86M +197,394 +76%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$22.2M +$1.73M +34,639 +8%