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DXYZ

Destiny Tech100
DXYZ

32 hedge funds and large institutions have $3.5M invested in Destiny Tech100 in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

19% more funds holding

Funds holding: 27 → 32 (+5)

1.09% less ownership

Funds ownership: 4.21% → 3.12% (-1.1%)

50% less capital invested

Capital invested by funds: $6.97M → $3.5M (-$3.47M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EAM
Evanson Asset Management
California
+$227K
2
VAM
Verity Asset Management
North Carolina
+$181K
3
VWA
Visionary Wealth Advisors
Illinois
+$147K
4
VF
Virtu Financial
New York
+$131K
5
SAM
Strategy Asset Managers
California
+$127K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.18M
2
Millennium Management
Millennium Management
New York
-$578K
3
UBS Group
UBS Group
Switzerland
-$364K
4
Jane Street
Jane Street
New York
-$322K
5
Wells Fargo
Wells Fargo
California
-$66.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.21M -$7.16K -591 -0.5%
ASN
2
Advisory Services Network
Georgia
$355K – – –
Millennium Management
3
Millennium Management
New York
$289K -$578K -47,713 -62%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$287K – – –
EAM
5
Evanson Asset Management
California
$187K +$227K +18,750 New
Morgan Stanley
6
Morgan Stanley
New York
$186K -$1.18M -97,086 -84%
AFG
7
Atomi Financial Group
New York
$179K +$93.9K +7,750 +76%
Cerity Partners
8
Cerity Partners
New York
$166K – – –
VAM
9
Verity Asset Management
North Carolina
$149K +$181K +14,979 New
VWA
10
Visionary Wealth Advisors
Illinois
$120K +$147K +12,105 New
VF
11
Virtu Financial
New York
$108K +$131K +10,819 New
SAM
12
Strategy Asset Managers
California
$104K +$127K +10,500 New
Osaic Holdings
13
Osaic Holdings
Arizona
$36K +$24K +1,980 +121%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$29.9K – – –
Wells Fargo
15
Wells Fargo
California
$24.1K -$66.4K -5,484 -69%
ADL
16
Asset Dedication LLC
California
$20.5K – – –
Barclays
17
Barclays
United Kingdom
$10.4K – – –
S
18
SignatureFD
Georgia
$9.95K +$7.27K +600 +150%
AIM
19
Anchor Investment Management
South Carolina
$6.37K +$6.06K +500 +357%
Bank of America
20
Bank of America
North Carolina
$4.97K +$6.06K +500 New
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.78K – – –
BTI
22
Blue Trust Inc
Georgia
$3.04K +$2.42K +200 New
HBW
23
Hazlett, Burt & Watson
West Virginia
$3K +$4.24K +350 New
IA
24
IFP Advisors
Florida
$2.98K – – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.78K -$6.95K -574 -67%
1
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DXYZ Hedge Fund Activity: Q3 2024 in Review

32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Destiny Tech100 (DXYZ) for Q3 2024, worth a combined $3.5M — down 50% from $6.97M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DXYZ positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Evanson Asset Management, opening a new position worth an estimated $227K. The largest seller was Morgan Stanley, cutting an estimated $1.18M.

  • 32 institutional investors held Destiny Tech100 (DXYZ) as of Q3 2024, up from 27 in Q2 2024.
  • Funds reported $3.5M of Destiny Tech100 stock for Q3 2024, down 50% quarter-over-quarter.
  • 8 funds opened new Destiny Tech100 positions in Q3 2024 and 3 closed out, a net change of +5 holders.
  • The largest Destiny Tech100 buyer in Q3 2024 was Evanson Asset Management, an estimated $227K added.
  • The largest Destiny Tech100 seller in Q3 2024 was Morgan Stanley, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2024.