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BTCI

NEOS Bitcoin High Income ETF

38 hedge funds and large institutions have $34.8M invested in NEOS Bitcoin High Income ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

58% more funds holding

Funds holding: 2438 (+14)

43% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $2.71M

5% more capital invested

Capital invested by funds: $33.3M → $34.8M (+$1.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.6% less ownership

Funds ownership: 9.48%4.88% (-4.6%)

Holders
38
Holders Change
+14
Holders Change %
+58.33%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
12
Reduced
3
Closed
7
Calls
$3.87M
Puts
$2.71M
Net Calls
+$1.16M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
26
Newbridge Financial Services Group
Florida
$103K +$106K +1,727 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$73K +$52K +846 +224%
AWM
28
AE Wealth Management
Kansas
$35.1K +$36.2K +590 New
SPIA
29
Steward Partners Investment Advisory
New York
$33.7K
Group One Trading
30
Group One Trading
Illinois
$11.9K +$12.3K +201 New
IA
31
IFP Advisors
Florida
$9.98K +$676 +11 +7%
VFM
32
Vision Financial Markets
Connecticut
$7.21K +$491 +8 +7%
POIA
33
Pin Oak Investment Advisors
Texas
$5.94K +$6.14K +100 New
FFA
34
Frazier Financial Advisors
Ohio
$5.72K +$5.9K +96 New
GRP
35
Global Retirement Partners
California
$3.61K -$307K -4,996 -99%
ACA
36
Aptus Capital Advisors
Alabama
$3.09K +$3.19K +52 New
DFA
37
DHJJ Financial Advisors
Illinois
$119 +$123 +2 New
Russell Investments Group
38
Russell Investments Group
United Kingdom
$31 +$61 +1 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$16
Jane Street
40
Jane Street
New York
-$5.24M -85,258 Closed
OMC
41
Old Mission Capital
Illinois
-$2.27M -38,097 Closed
HF
42
HRT Financial
New York
-$753K -12,619 Closed
BCM
43
Brookstone Capital Management
Illinois
-$254K -4,254 Closed
CIAS
44
Capital Investment Advisory Services
North Carolina
-$47.4K -793 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$7.22K -121 Closed
FMP
46
Financial Management Professionals
Texas
-$4.24K -71 Closed

BTCI Hedge Fund Activity: Q3 2025 in Review

38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NEOS Bitcoin High Income ETF (BTCI) for Q3 2025, worth a combined $34.8M — up 4.5% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BTCI positions and 7 closed out — a net gain of 14 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $2.08M. The largest seller was Jane Street, exiting entirely with an estimated $5.24M sold.

  • 38 institutional investors held NEOS Bitcoin High Income ETF (BTCI) as of Q3 2025, up from 24 in Q2 2025.
  • Funds reported $34.8M of NEOS Bitcoin High Income ETF stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 21 funds opened new NEOS Bitcoin High Income ETF positions in Q3 2025 and 7 closed out, a net change of +14 holders.
  • The largest NEOS Bitcoin High Income ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $2.08M added.
  • The largest NEOS Bitcoin High Income ETF seller in Q3 2025 was Jane Street, an estimated $5.24M sold.

Based on aggregated 13F filings for Q3 2025.