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DXYZ

Destiny Tech100

48 hedge funds and large institutions have $17.2M invested in Destiny Tech100 in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.75% more ownership

Funds ownership: 3.73%4.48% (+0.75%)

16% less funds holding

Funds holding: 5748 (-9)

28% less capital invested

Capital invested by funds: $23.9M → $17.2M (-$6.66M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
48
Holders Change
-9
Holders Change %
-15.79%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
11
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.95M +$3.72M +78,539 +238%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.91M -$131K -2,776 -5%
AC
3
Aristides Capital
Kentucky
$1M +$1.34M +28,350 New
Jane Street
4
Jane Street
New York
$945K -$312K -6,593 -20%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$742K +$38.2K +808 +4%
Invesco
6
Invesco
Georgia
$702K +$431K +9,114 +85%
LPL Financial
7
LPL Financial
California
$672K +$249K +5,260 +38%
SAM
8
Strategy Asset Managers
California
$637K
WS
9
Wedbush Securities
California
$597K +$798K +16,870 New
KAS
10
Kestra Advisory Services
Texas
$577K +$771K +16,296 New
Stifel Financial
11
Stifel Financial
Missouri
$535K +$170K +3,587 +31%
EAM
12
Evanson Asset Management
California
$531K
PAG
13
Private Advisor Group
New Jersey
$415K +$554K +11,720 New
UBS Group
14
UBS Group
Switzerland
$372K +$356K +7,516 +251%
FAIM
15
Financial Advocates Investment Management
Washington
$343K +$30K +634 +7%
OCM
16
One Capital Management
California
$298K
Creative Planning
17
Creative Planning
Kansas
$297K +$68.3K +1,443 +21%
WIM
18
WealthPlan Investment Management
Nebraska
$290K
SG Americas Securities
19
SG Americas Securities
New York
$276K +$370K +7,811 New
GAM
20
Griffin Asset Management
New York
$240K -$78.1K -1,650 -20%
AAS
21
Avantax Advisory Services
Texas
$235K +$124K +2,627 +65%
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
$219K -$298K -6,300 -50%
Mariner
23
Mariner
Kansas
$212K
Osaic Holdings
24
Osaic Holdings
Arizona
$209K +$59K +1,247 +27%
VF
25
Virtu Financial
New York
$206K -$269K -5,691 -49%

DXYZ Hedge Fund Activity: Q1 2025 in Review

48 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Destiny Tech100 (DXYZ) for Q1 2025, worth a combined $17.2M — down 28% from $23.9M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of DXYZ and 11 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $3.72M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $993K sold.

  • 48 institutional investors held Destiny Tech100 (DXYZ) as of Q1 2025, down from 57 in Q4 2024.
  • Funds reported $17.2M of Destiny Tech100 stock for Q1 2025, down 28% quarter-over-quarter.
  • 11 funds opened new Destiny Tech100 positions in Q1 2025 and 19 closed out, a net change of -8 holders.
  • The largest Destiny Tech100 buyer in Q1 2025 was Morgan Stanley, an estimated $3.72M added.
  • The largest Destiny Tech100 seller in Q1 2025 was Susquehanna International Group, an estimated $993K sold.

Based on aggregated 13F filings for Q1 2025.