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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
MS
1
Madden Securities
Texas
$16.9M +$1.03M +16,734 +6%
Corient Private Wealth
2
Corient Private Wealth
Florida
$4.7M +$2.08M +33,797 +75%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.68M -$1.09M -17,695 -39%
Citadel Advisors
4
Citadel Advisors
Florida
$1.4M +$1.45M +23,594 New
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$1.4M +$1.45M +23,549 New
BCI
6
Brinker Capital Investments
Pennsylvania
$900K +$930K +15,143 New
CAM
7
Cresset Asset Management
Illinois
$824K +$852K +13,876 New
SFC
8
Strategic Financial Concepts
Texas
$669K +$25.1K +408 +4%
KAS
9
Kestra Advisory Services
Texas
$640K +$21.2K +345 +3%
RAS
10
RPS Advisory Solutions
Kentucky
$580K +$48K +782 +9%
Simplex Trading
11
Simplex Trading
Illinois
$572K +$592K +9,639 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$569K +$588K +9,570 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$565K +$557K +9,073 New
WWM
14
Whalen Wealth Management
Nevada
$463K +$237K +3,855 +98%
KFS
15
Kaizen Financial Strategies
California
$407K +$478K +7,786 New
BFG
16
Berger Financial Group
Minnesota
$300K
IFG
17
Independent Financial Group
California
$297K -$18.4K -300 -6%
PPW
18
Pasadena Private Wealth
California
$285K +$295K +4,800 New
HighTower Advisors
19
HighTower Advisors
Illinois
$232K +$15.7K +255 +7%
AFG
20
Atomi Financial Group
New York
$225K +$232K +3,784 New
WEG
21
World Equity Group
Illinois
$212K +$220K +3,573 New
CPL
22
CAP Partners LLC
Tennessee
$208K +$215K +3,503 New
CSB
23
City State Bank
Iowa
$208K +$92.2K +1,500 +75%
MA
24
Montag & Associates
Georgia
$143K +$148K +2,407 New
AF
25
Allworth Financial
California
$143K +$67.6K +1,100 +85%

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.