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DXYZ

Destiny Tech100

27 hedge funds and large institutions have $6.97M invested in Destiny Tech100 in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

350% more funds holding

Funds holding: 627 (+21)

240% more capital invested

Capital invested by funds: $2.05M → $6.97M (+$4.92M)

3.46% more ownership

Funds ownership: 0.75%4.21% (+3.5%)

Holders
27
Holders Change
+21
Holders Change %
+350%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
3
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.85M +$2.64M +121,705 New
Morgan Stanley
2
Morgan Stanley
New York
$1.76M +$2.5M +115,469 +40,946%
Millennium Management
3
Millennium Management
New York
$1.17M +$1.66M +76,756 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$438K +$624K +28,797 New
UBS Group
5
UBS Group
Switzerland
$364K +$489K +22,539 +1,661%
ASN
6
Advisory Services Network
Georgia
$355K +$505K +23,300 New
Jane Street
7
Jane Street
New York
$322K +$64.1K +2,955 +16%
Cerity Partners
8
Cerity Partners
New York
$254K +$362K +16,700 New
AFG
9
Atomi Financial Group
New York
$156K +$222K +10,250 New
Wells Fargo
10
Wells Fargo
California
$120K +$172K +7,910 New
BCWM
11
Bartlett & Co Wealth Management
Ohio
$45.7K +$65.1K +3,000 New
ADL
12
Asset Dedication LLC
California
$31.4K +$44.7K +2,061 New
Osaic Holdings
13
Osaic Holdings
Arizona
$25K +$35.6K +1,640 New
Barclays
14
Barclays
United Kingdom
$16K +$22.7K +1,048 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$13K +$18.5K +853 New
TRCT
16
Tower Research Capital (TRC)
New York
$11.2K +$16K +738 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$7.49K +$10.7K +492 New
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31K +$10.4K +480 New
S
19
SignatureFD
Georgia
$6.09K +$8.67K +400 New
IA
20
IFP Advisors
Florida
$4.57K +$6.5K +300 New
JP Morgan Chase
21
JP Morgan Chase
New York
$3.82K +$5.44K +251 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3K +$4.34K +200 New
AF
23
Advisornet Financial
Minnesota
$2.28K +$3.25K +150 New
AIM
24
Anchor Investment Management
South Carolina
$2.13K +$3.04K +140 New
NFSG
25
Newbridge Financial Services Group
Florida
$1.52K +$2.17K +100 New

DXYZ Hedge Fund Activity: Q2 2024 in Review

27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Destiny Tech100 (DXYZ) for Q2 2024, worth a combined $6.97M — up 240% from $2.05M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DXYZ positions and 2 closed out — a net gain of 21 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $2.64M. The largest seller was LPL Financial, exiting entirely with an estimated $1.27M sold.

  • 27 institutional investors held Destiny Tech100 (DXYZ) as of Q2 2024, up from 6 in Q1 2024.
  • Funds reported $6.97M of Destiny Tech100 stock for Q2 2024, up 240% quarter-over-quarter.
  • 23 funds opened new Destiny Tech100 positions in Q2 2024 and 2 closed out, a net change of +21 holders.
  • The largest Destiny Tech100 buyer in Q2 2024 was Commonwealth Equity Services, an estimated $2.64M added.
  • The largest Destiny Tech100 seller in Q2 2024 was LPL Financial, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2024.