DXYZ

Destiny Tech100
DXYZ

Overview Fund Activity

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.

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

1
EAM
1
Evanson Asset Management
California
$187K
2
VAM
2
Verity Asset Management
North Carolina
$149K
3
VWA
3
Visionary Wealth Advisors
Illinois
$120K
4
VF
4
Virtu Financial
New York
$108K
5
SAM
5
Strategy Asset Managers
California
$104K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$186K
2
Millennium Management
2
Millennium Management
New York
$289K
3
UBS Group
3
UBS Group
Switzerland
$0
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$24.1K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.21M 121,114 -591 -0.5%
ASN
2
Advisory Services Network
Georgia
$355K 23,300 – –
Millennium Management
3
Millennium Management
New York
$289K 29,043 -47,713 -62%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$287K 28,797 – –
EAM
5
Evanson Asset Management
California
$187K 18,750 +18,750 New
Morgan Stanley
6
Morgan Stanley
New York
$186K 18,665 -97,086 -84%
AFG
7
Atomi Financial Group
New York
$179K 18,000 +7,750 +76%
Cerity Partners
8
Cerity Partners
New York
$166K 16,700 – –
VAM
9
Verity Asset Management
North Carolina
$149K 14,979 +14,979 New
VWA
10
Visionary Wealth Advisors
Illinois
$120K 12,105 +12,105 New
VF
11
Virtu Financial
New York
$108K 10,819 +10,819 New
SAM
12
Strategy Asset Managers
California
$104K 10,500 +10,500 New
Osaic Holdings
13
Osaic Holdings
Arizona
$36K 3,620 +1,980 +121%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$29.9K 3,000 – –
Wells Fargo
15
Wells Fargo
California
$24.1K 2,426 -5,484 -69%
ADL
16
Asset Dedication LLC
California
$20.5K 2,061 – –
Barclays
17
Barclays
United Kingdom
$10K 1,048 – –
S
18
SignatureFD
Georgia
$9.95K 1,000 +600 +150%
AIM
19
Anchor Investment Management
South Carolina
$6.37K 640 +500 +357%
Bank of America
20
Bank of America
North Carolina
$4.98K 500 +500 New
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.78K 480 – –
BTI
22
Blue Trust Inc
Georgia
$3.04K 200 +200 New
HBW
23
Hazlett, Burt & Watson
West Virginia
$3K 350 +350 New
IA
24
IFP Advisors
Florida
$2.99K 300 – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.78K 279 -574 -67%
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