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Orion Portfolio Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Orion Portfolio Solutions’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$890K Buy
19,024
+6,937
+57% +$367K 0.01% 1145
2024
Q4 		$641K Buy
12,087
+3,986
+49% +$188K 0.01% 1258
2024
Q3 		$293K Buy
8,101
+694
+9% +$24.1K ﹤0.01% 1530
2024
Q2 		$253K Buy
+7,407
New +$277K ﹤0.01% 1535

Other funds holding IBIT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Orion Portfolio Solutions's IBIT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares Bitcoin Trust (IBIT) stake by 57% in Q1 2025, buying an estimated $367K and bringing the position to 19,024 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #1145.

Orion Portfolio Solutions first reported a position in IBIT in Q2 2024 and has held it in 4 quarters since. 1,180 funds tracked by Wall St. Rank hold IBIT as of Q1 2025.

  • Orion Portfolio Solutions held 19,024 shares of iShares Bitcoin Trust worth $890K as of Q1 2025.
  • Orion Portfolio Solutions bought 6,937 iShares Bitcoin Trust shares in Q1 2025, an estimated $367K.
  • iShares Bitcoin Trust made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1145 holding.
  • Orion Portfolio Solutions first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 4 quarters since.
  • 1,180 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.