We are live on ! Find out more
EZBC icon

Franklin Bitcoin ETF

62 hedge funds and large institutions have $64M invested in Franklin Bitcoin ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

59% more funds holding

Funds holding: 3962 (+23)

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

26% more capital invested

Capital invested by funds: $50.8M → $64M (+$13.1M)

2.16% less ownership

Funds ownership: 11.12%8.96% (-2.2%)

Holders
62
Holders Change
+23
Holders Change %
+58.97%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
16
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$10.9M +$9.34M +193,980 +2,781%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.11M +$435K +9,045 +7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.86M +$5.8M +120,549 +1,987%
LPL Financial
4
LPL Financial
California
$6.45M +$4.59M +95,309 +400%
Jane Street
5
Jane Street
New York
$4.74M -$2.04M -42,288 -33%
Franklin Resources
6
Franklin Resources
California
$2.84M -$14K -290 -0.5%
WS
7
Wedbush Securities
California
$1.94M +$82.1K +1,705 +5%
RW
8
Rede Wealth
Virginia
$1.6M -$10.3K -215 -0.7%
RL
9
RPO LLC
Connecticut
$1.45M
RGF
10
Retirement Guys Formula
Ohio
$1.42M +$1.26M +26,223 New
FTUS
11
Flow Traders U.S.
New York
$1.22M +$1.08M +22,502 New
HighTower Advisors
12
HighTower Advisors
Illinois
$1.17M -$119K -2,465 -10%
WANY
13
Wealthspire Advisors (New York)
New York
$1.15M +$1.02M +21,254 New
SG
14
StoneX Group
New York
$1.11M +$983K +20,425 New
SC
15
Sierra Capital
Florida
$1.08M
SA
16
Sanctuary Advisors
Indiana
$1.03M +$57.8K +1,201 +8%
VF
17
Virtu Financial
New York
$965K -$252K -5,245 -23%
ZIM
18
Zacks Investment Management
Illinois
$853K +$62.1K +1,290 +9%
FVWA
19
Foster Victor Wealth Advisors
South Carolina
$753K +$596K +12,375 New
AEPWM
20
Atlantic Edge Private Wealth Management
Florida
$728K -$57.8K -1,200 -8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$722K -$27K -562 -4%
ECA
22
Elevate Capital Advisors
Colorado
$670K +$595K +12,374 New
PIA
23
Powell Investment Advisors
Florida
$668K +$59.2K +1,230 +11%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$591K +$156K +3,250 +42%
GRP
25
Global Retirement Partners
California
$590K +$20.6K +428 +4%

EZBC Hedge Fund Activity: Q4 2024 in Review

62 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin Bitcoin ETF (EZBC) for Q4 2024, worth a combined $64M — up 26% from $50.8M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EZBC positions and 5 closed out — a net gain of 23 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $9.34M. The largest seller was Susquehanna International Group, cutting an estimated $33.9M.

  • 62 institutional investors held Franklin Bitcoin ETF (EZBC) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $64M of Franklin Bitcoin ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 28 funds opened new Franklin Bitcoin ETF positions in Q4 2024 and 5 closed out, a net change of +23 holders.
  • The largest Franklin Bitcoin ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $9.34M added.
  • The largest Franklin Bitcoin ETF seller in Q4 2024 was Susquehanna International Group, an estimated $33.9M sold.

Based on aggregated 13F filings for Q4 2024.