DXYZ

Destiny Tech100
DXYZ

Overview Fund Activity

54 hedge funds and large institutions have $16.6M invested in Destiny Tech100 in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.63M
2
Mariner
2
Mariner
Kansas
$646K
3
UBS Group
3
UBS Group
Switzerland
$777K
4
KAS
4
Kestra Advisory Services
Texas
$953K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$296K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.7M
2
AC
2
Aristides Capital
Kentucky
$0
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$213K
4
Jane Street
4
Jane Street
New York
$604K
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.23M 58,497 +4,594 +9%
Morgan Stanley
2
Morgan Stanley
New York
$1.7M 44,708 -66,868 -60%
LPL Financial
3
LPL Financial
California
$1.63M 42,779 +23,795 +125%
KAS
4
Kestra Advisory Services
Texas
$953K 25,017 +8,721 +54%
UBS Group
5
UBS Group
Switzerland
$777K 20,398 +9,893 +94%
Stifel Financial
6
Stifel Financial
Missouri
$710K 18,651 +3,536 +23%
Invesco
7
Invesco
Georgia
$686K 18,021 -1,825 -9%
SAM
8
Strategy Asset Managers
California
$686K 18,000 – –
Mariner
9
Mariner
Kansas
$646K 16,954 +10,953 +183%
Jane Street
10
Jane Street
New York
$604K 15,868 -10,839 -41%
WS
11
Wedbush Securities
California
$583K 15,295 -1,575 -9%
EAM
12
Evanson Asset Management
California
$571K 15,000 – –
PAG
13
Private Advisor Group
New Jersey
$412K 10,820 -900 -8%
FAIM
14
Financial Advocates Investment Management
Washington
$379K 9,959 +277 +3%
OCM
15
One Capital Management
California
$322K 8,447 +14 +0.2%
WIM
16
WealthPlan Investment Management
Nebraska
$313K 8,210 +18 +0.2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$296K 7,768 +7,768 New
Osaic Holdings
18
Osaic Holdings
Arizona
$287K 5,200 -712 -12%
Creative Planning
19
Creative Planning
Kansas
$282K 7,405 -1,001 -12%
GAM
20
Griffin Asset Management
New York
$258K 6,780 – –
HI
21
Harbour Investments
Wisconsin
$249K 6,542 +4,956 +312%
VWA
22
Visionary Wealth Advisors
Illinois
$239K 6,267 +6,267 New
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$236K 6,200 – –
P
24
&Partners
Tennessee
$233K 5,578 +5,578 New
CAM
25
Cresset Asset Management
Illinois
$221K 5,803 +5,803 New
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