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DXYZ

Destiny Tech100

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.

New
Increased
Maintained
Reduced
Closed

583% more capital invested

Capital invested by funds: $3.5M → $23.9M (+$20.4M)

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

78% more funds holding

Funds holding: 3257 (+25)

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0.61% more ownership

Funds ownership: 3.12%3.73% (+0.61%)

Holders
57
Holders Change
+25
Holders Change %
+78.13%
% of All Funds
0.75%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$275K +$35.7K +1,045 +29%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$262K +$152K +4,454 New
IFPG
28
Intrepid Financial Planning Group
Indiana
$247K +$143K +4,200 New
AAS
29
Avantax Advisory Services
Texas
$236K +$137K +4,012 New
AWM
30
Adams Wealth Management
Utah
$224K +$130K +3,800 New
CI
31
CacheTech Inc
Utah
$224K +$130K +3,800 New
TPWA
32
Twin Peaks Wealth Advisors
California
$206K +$120K +3,506 New
JP Morgan Chase
33
JP Morgan Chase
New York
$177K +$94.3K +2,764 +1,101%
UBS Group
34
UBS Group
Switzerland
$176K +$102K +2,989 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$148K +$85.7K +2,510 New
BCWM
36
Bartlett & Co Wealth Management
Ohio
$141K -$20.5K -600 -20%
Bank of America
37
Bank of America
North Carolina
$135K +$61.4K +1,800 +360%
GCS
38
Gordian Capital (Singapore)
Singapore
$123K +$71.5K +2,096 New
PA
39
Parallel Advisors
California
$118K +$68.3K +2,000 New
Barclays
40
Barclays
United Kingdom
$73.5K +$6.83K +200 +19%
NA
41
NewEdge Advisors
Louisiana
$51.6K +$29.9K +877 New
IA
42
IFP Advisors
Florida
$47.1K +$17.1K +500 +167%
AIM
43
Anchor Investment Management
South Carolina
$37.7K
SSB
44
Sandy Spring Bank
Maryland
$35.7K +$20.7K +607 New
S
45
SignatureFD
Georgia
$30K -$16.7K -490 -49%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$28.5K +$16.6K +485 New
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.3K
HBW
48
Hazlett, Burt & Watson
West Virginia
$21K
SPIA
49
Steward Partners Investment Advisory
New York
$11.8K +$6.83K +200 New
Wells Fargo
50
Wells Fargo
California
$9.71K -$77.2K -2,261 -93%

DXYZ Hedge Fund Activity: Q4 2024 in Review

57 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Destiny Tech100 (DXYZ) for Q4 2024, worth a combined $23.9M — up 583% from $3.5M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DXYZ positions and 13 closed out — a net gain of 25 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.14M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.2M.

  • 57 institutional investors held Destiny Tech100 (DXYZ) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $23.9M of Destiny Tech100 stock for Q4 2024, up 583% quarter-over-quarter.
  • 38 funds opened new Destiny Tech100 positions in Q4 2024 and 13 closed out, a net change of +25 holders.
  • The largest Destiny Tech100 buyer in Q4 2024 was Jane Street, an estimated $1.14M added.
  • The largest Destiny Tech100 seller in Q4 2024 was Commonwealth Equity Services, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2024.