DXYZ

Destiny Tech100
DXYZ

Overview Fund Activity

57 hedge funds and large institutions have $23.9M invested in Destiny Tech100 in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 13 closing their positions.

Holders
57
Holders Change
+25
Holders Change %
+78.13%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
8
Reduced
5
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.96M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$993K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.94M
5
LPL Financial
5
LPL Financial
California
$808K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.34M
2
ASN
2
Advisory Services Network
Georgia
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
EAM
5
Evanson Asset Management
California
$883K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$275K 4,665 +1,045 +29%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$262K 4,454 +4,454 New
IFPG
28
Intrepid Financial Planning Group
Indiana
$247K 4,200 +4,200 New
AAS
29
Avantax Advisory Services
Texas
$236K 4,012 +4,012 New
AWM
30
Adams Wealth Management
Utah
$224K 3,800 +3,800 New
CI
31
CacheTech Inc
Utah
$224K 3,800 +3,800 New
TPWA
32
Twin Peaks Wealth Advisors
California
$206K 3,506 +3,506 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$177K 3,015 +2,764 +1,101%
UBS Group
34
UBS Group
Switzerland
$176K 2,989 +2,989 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$148K 2,510 +2,510 New
BCWM
36
Bartlett & Co Wealth Management
Ohio
$141K 2,400 -600 -20%
Bank of America
37
Bank of America
North Carolina
$135K 2,300 +1,800 +360%
GCS
38
Gordian Capital (Singapore)
Singapore
$123K 2,096 +2,096 New
PA
39
Parallel Advisors
California
$118K 2,000 +2,000 New
Barclays
40
Barclays
United Kingdom
$73K 1,248 +200 +19%
NA
41
NewEdge Advisors
Louisiana
$51.6K 877 +877 New
IA
42
IFP Advisors
Florida
$47.1K 800 +500 +167%
AIM
43
Anchor Investment Management
South Carolina
$37.7K 640 – –
SSB
44
Sandy Spring Bank
Maryland
$35.7K 607 +607 New
S
45
SignatureFD
Georgia
$30K 510 -490 -49%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$28.5K 485 +485 New
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.3K 480 – –
HBW
48
Hazlett, Burt & Watson
West Virginia
$21K 350 – –
SPIA
49
Steward Partners Investment Advisory
New York
$11.8K 200 +200 New
Wells Fargo
50
Wells Fargo
California
$9.71K 165 -2,261 -93%
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