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Optima Capital’s VanEck Bitcoin Trust HODL Stock Holding History

Optima Capital’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,276
Closed -$180K – 662
2025
Q4 		$180K Buy
+7,276
New +$206K 0.08% 168

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Optima Capital's HODL Position: Q1 2026 in Review

Optima Capital sold out of VanEck Bitcoin Trust (HODL) in Q1 2026, closing a stake of 7,276 shares — an estimated $180K sold.

Optima Capital first reported a position in HODL in Q4 2025 and held it in 1 quarter. The position peaked at $180K in Q4 2025. 127 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • Optima Capital reported no remaining VanEck Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 7,276 VanEck Bitcoin Trust shares in Q1 2026, an estimated $180K.
  • Optima Capital first reported a position in VanEck Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • Optima Capital's VanEck Bitcoin Trust position peaked at $180K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.