Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Bitwise Bitcoin ETF BITB Stock Holding History

Kovitz Investment Group Partners’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38,692
Closed -$2.41M – 545
2025
Q3 		$2.41M Sell
38,692
-2,347
-6% -$146K 0.01% 607
2025
Q2 		$2.4M Buy
41,039
+1,770
+5% +$95K 0.01% 588
2025
Q1 		$1.76M Sell
39,269
-2,301
-6% -$117K 0.01% 607
2024
Q4 		$2.11M Buy
41,570
+1,054
+3% +$47.6K 0.01% 561
2024
Q3 		$1.4M Buy
+40,516
New +$1.35M 0.01% 550

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PC
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SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Kovitz Investment Group Partners's BITB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Bitwise Bitcoin ETF (BITB) in Q4 2025, closing a stake of 38,692 shares — an estimated $2.41M sold.

Kovitz Investment Group Partners first reported a position in BITB in Q3 2024 and held it in 5 quarters. The position peaked at $2.41M in Q3 2025. 314 funds tracked by Wall St. Rank hold BITB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Bitwise Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 38,692 Bitwise Bitcoin ETF shares in Q4 2025, an estimated $2.41M.
  • Kovitz Investment Group Partners first reported a position in Bitwise Bitcoin ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Bitwise Bitcoin ETF position peaked at $2.41M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.