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DXYZ

Destiny Tech100

55 hedge funds and large institutions have $16.6M invested in Destiny Tech100 in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

15% more funds holding

Funds holding: 4855 (+7)

0.48% less ownership

Funds ownership: 4.48%4% (-0.48%)

4% less capital invested

Capital invested by funds: $17.2M → $16.6M (-$654K)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
16
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$213K -$583K -15,370 -73%
HAG
27
HighPoint Advisor Group
Illinois
$206K +$205K +5,409 New
HBW
28
Hazlett, Burt & Watson
West Virginia
$148K +$45.5K +1,200 +44%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$96K
BCWM
30
Bartlett & Co Wealth Management
Ohio
$91.4K
Bank of America
31
Bank of America
North Carolina
$51.4K +$13.3K +350 +35%
Raymond James Financial
32
Raymond James Financial
Florida
$47K +$46.9K +1,235 New
NA
33
NewEdge Advisors
Louisiana
$43.2K +$4.17K +110 +11%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$28K +$26.6K +700 +1,400%
Barclays
35
Barclays
United Kingdom
$26K -$13.8K -365 -35%
AIM
36
Anchor Investment Management
South Carolina
$24.4K
S
37
SignatureFD
Georgia
$19.4K
GRP
38
Global Retirement Partners
California
$14.5K +$14.4K +380 New
JP Morgan Chase
39
JP Morgan Chase
New York
$11.4K +$11.3K +299 New
TWC
40
TD Waterhouse Canada
Ontario, Canada
$8.91K +$9.48K +250 New
TRCT
41
Tower Research Capital (TRC)
New York
$7.62K +$5.27K +139 +228%
MYIA
42
Mount Yale Investment Advisors
Colorado
$7.35K +$7.32K +193 New
AA
43
Ancora Advisors
Ohio
$5.71K +$5.69K +150 New
CA
44
Clearstead Advisors
Ohio
$3.89K +$3.87K +102 New
SPIA
45
Steward Partners Investment Advisory
New York
$3.81K
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.62K -$5.12K -135 -59%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$3.5K
AAS
48
Ameritas Advisory Services
Nebraska
$3.43K +$3.42K +90 New
TFA
49
Toth Financial Advisory
Virginia
$1.52K +$1.52K +40 New
TCM
50
Tradewinds Capital Management
Washington
$953

DXYZ Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Destiny Tech100 (DXYZ) for Q2 2025, worth a combined $16.6M — down 3.8% from $17.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DXYZ positions and 10 closed out — a net gain of 8 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $903K. The largest seller was Morgan Stanley, cutting an estimated $2.54M.

  • 55 institutional investors held Destiny Tech100 (DXYZ) as of Q2 2025, up from 48 in Q1 2025.
  • Funds reported $16.6M of Destiny Tech100 stock for Q2 2025, down 3.8% quarter-over-quarter.
  • 18 funds opened new Destiny Tech100 positions in Q2 2025 and 10 closed out, a net change of +8 holders.
  • The largest Destiny Tech100 buyer in Q2 2025 was LPL Financial, an estimated $903K added.
  • The largest Destiny Tech100 seller in Q2 2025 was Morgan Stanley, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2025.