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BTCI

NEOS Bitcoin High Income ETF

53 hedge funds and large institutions have $42.7M invested in NEOS Bitcoin High Income ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

39% more funds holding

Funds holding: 3853 (+15)

36% more call options, than puts

Call options by funds: $9.59M | Put options by funds: $7.03M

23% more capital invested

Capital invested by funds: $34.8M → $42.7M (+$7.89M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 4.88%4.4% (-0.48%)

Holders
53
Holders Change
+15
Holders Change %
+39.47%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
18
Reduced
7
Closed
9
Calls
$9.59M
Puts
$7.03M
Net Calls
+$2.56M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
1
Madden Securities
Texas
$11.2M -$1.62M -31,443 -11%
Corient Private Wealth
2
Corient Private Wealth
Florida
$6.38M +$3.39M +65,917 +83%
EPG
3
Estate Planners Group
Pennsylvania
$5.57M +$6.51M +126,591 New
Renaissance Technologies
4
Renaissance Technologies
New York
$2.11M +$2.46M +47,900 New
OMC
5
Old Mission Capital
Illinois
$2.06M +$2.41M +46,742 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.59M +$650K +12,630 +54%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$1.31M +$315K +6,130 +26%
RAS
8
RPS Advisory Solutions
Kentucky
$1.23M +$930K +18,077 +185%
Belvedere Trading
9
Belvedere Trading
Illinois
$1.05M +$1.23M +23,825 New
BCI
10
Brinker Capital Investments
Pennsylvania
$954K +$336K +6,536 +43%
OA
11
Oasis Advisors
Iowa
$954K +$1.12M +21,678 New
Brown Advisory
12
Brown Advisory
Maryland
$918K +$1.07M +20,845 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$800K +$428K +8,311 +92%
FFA
14
Farther Finance Advisors
California
$639K +$747K +14,511 New
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$597K +$32.9K +640 +7%
AWM
16
AE Wealth Management
Kansas
$550K +$613K +11,907 +2,018%
HighTower Advisors
17
HighTower Advisors
Illinois
$442K +$316K +6,135 +157%
KWM
18
Kingsview Wealth Management
Oregon
$416K +$486K +9,453 New
KFS
19
Kaizen Financial Strategies
California
$350K +$9.06K +176 +2%
NFSG
20
Newbridge Financial Services Group
Florida
$325K +$291K +5,651 +327%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$283K -$1.12M -21,800 -77%
CPL
22
CAP Partners LLC
Tennessee
$278K +$144K +2,807 +80%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$273K +$319K +6,202 New
Simplex Trading
24
Simplex Trading
Illinois
$268K -$183K -3,548 -37%
FA
25
Fullerton Advisors
California
$260K +$304K +5,908 New

BTCI Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NEOS Bitcoin High Income ETF (BTCI) for Q4 2025, worth a combined $42.7M — up 23% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BTCI positions and 9 closed out — a net gain of 15 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $3.39M. The largest seller was Madden Securities, cutting an estimated $1.62M.

  • 53 institutional investors held NEOS Bitcoin High Income ETF (BTCI) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $42.7M of NEOS Bitcoin High Income ETF stock for Q4 2025, up 23% quarter-over-quarter.
  • 24 funds opened new NEOS Bitcoin High Income ETF positions in Q4 2025 and 9 closed out, a net change of +15 holders.
  • The largest NEOS Bitcoin High Income ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $3.39M added.
  • The largest NEOS Bitcoin High Income ETF seller in Q4 2025 was Madden Securities, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2025.