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Franklin Bitcoin ETF

73 hedge funds and large institutions have $61.1M invested in Franklin Bitcoin ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

18% more funds holding

Funds holding: 6273 (+11)

5.98% more ownership

Funds ownership: 8.96%14.93% (+6%)

4% less capital invested

Capital invested by funds: $64M → $61.1M (-$2.85M)

Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
23
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
26
Atlantic Edge Private Wealth Management
Florida
$642K
AAS
27
Avantax Advisory Services
Texas
$602K +$680K +12,598 New
FVWA
28
Foster Victor Wealth Advisors
South Carolina
$601K
PIA
29
Powell Investment Advisors
Florida
$589K
Citadel Advisors
30
Citadel Advisors
Florida
$572K +$646K +11,977 New
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$567K +$51.3K +950 +9%
Renaissance Technologies
32
Renaissance Technologies
New York
$559K +$198K +3,671 +46%
VW
33
Vance Wealth
California
$549K +$621K +11,501 New
PAG
34
Private Advisor Group
New Jersey
$481K +$109K +2,025 +25%
CFA
35
Capstone Financial Advisors
Illinois
$478K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$420K -$39.9K -740 -8%
PCA
37
Prosperity Capital Advisors
Ohio
$390K +$427K +7,920 New
EGA
38
Eagle Global Advisors
Texas
$368K +$43.2K +800 +12%
HWM
39
Horizon Wealth Management
Illinois
$355K +$54.3K +1,007 +16%
APWA
40
Atlas Private Wealth Advisors
New Jersey
$297K +$127K +2,362 +61%
OMC
41
Old Mission Capital
Illinois
$275K +$311K +5,761 New
FWP
42
Forefront Wealth Partners
Texas
$267K +$302K +5,600 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$252K +$285K +5,280 New
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$246K +$278K +5,149 New
FZCM
45
Flynn Zito Capital Management
New York
$243K +$13.1K +242 +5%
DWM
46
Drive Wealth Management
Utah
$239K
FFG
47
First Financial Group
North Carolina
$207K +$11.1K +205 +5%
GWM
48
Geneos Wealth Management
Colorado
$115K +$82.5K +1,529 +173%
CAM
49
Costello Asset Management
Pennsylvania
$99.1K +$112K +2,075 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$56.5K +$51.1K +947 +401%

EZBC Hedge Fund Activity: Q1 2025 in Review

73 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Franklin Bitcoin ETF (EZBC) for Q1 2025, worth a combined $61.1M — down 4.5% from $64M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EZBC positions and 7 closed out — a net gain of 13 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.16M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $10.1M.

  • 73 institutional investors held Franklin Bitcoin ETF (EZBC) as of Q1 2025, up from 62 in Q4 2024.
  • Funds reported $61.1M of Franklin Bitcoin ETF stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 20 funds opened new Franklin Bitcoin ETF positions in Q1 2025 and 7 closed out, a net change of +13 holders.
  • The largest Franklin Bitcoin ETF buyer in Q1 2025 was LPL Financial, an estimated $5.16M added.
  • The largest Franklin Bitcoin ETF seller in Q1 2025 was Carson Wealth (CWM LLC), an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2025.