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Grayscale Bitcoin Trust
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Overview Fund Activity

66 hedge funds and large institutions have $321M invested in Grayscale Bitcoin Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
20
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IP
1
Intellectus Partners
California
$4.29M
2
RIL
2
Rothschild Investment LLC
Illinois
$7.96M
3
KC
3
Kingfisher Capital
North Carolina
$3.92M
4
MMEA
4
Main Management ETF Advisors
California
$1.41M
5
SGI
5
Summit Global Investments
Utah
$1.22M

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$271M
2
ACM
2
Axel Capital Management
New York
$0
3
PL
3
Parkwood LLC
Ohio
$0
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
SAM
5
Scopus Asset Management
New York
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$566K -$17.1K -553 -3%
TIA
27
Traphagen Investment Advisors
New Jersey
$550K -$112K -3,623 -17%
SF
28
Summit Financial
New Jersey
$478K +$41.7K +1,349 +10%
MW
29
Milestone Wealth
New York
$467K +$467K +15,087 New
GC
30
Garde Capital
Washington
$430K +$27.3K +882 +7%
CPA
31
Clear Perspective Advisors
Illinois
$403K +$86K +2,784 +27%
AA
32
Ancora Advisors
Ohio
$371K -$106K -3,429 -22%
KFA
33
Kelleher Financial Advisors
New York
$300K -$103K -3,321 -25%
KA
34
Kovack Advisors
Florida
$300K +$36.8K +1,190 +14%
ET
35
Equitable Trust
Tennessee
$273K – – –
LWA
36
Lenox Wealth Advisors
New York
$261K +$1.7K +55 +0.7%
EWA
37
Encompass Wealth Advisors
Oregon
$248K +$371 +12 +0.1%
MSAM
38
Moloney Securities Asset Management
Missouri
$228K +$228K +7,367 New
IIM
39
Ironwood Investment Management
Massachusetts
$227K +$227K +7,346 New
FHA
40
First Horizon Advisors
Tennessee
$217K +$1.48K +48 +0.7%
HCM
41
Horrell Capital Management
Arkansas
$197K +$85.9K +2,776 +77%
HFS
42
Hantz Financial Services
Michigan
$130K +$130K +4,188 New
MI
43
Markston International
New York
$121K – – –
SAM
44
S.A. Mason
Michigan
$110K +$57.3K +1,849 +109%
WAS
45
Winch Advisory Services
Wisconsin
$69K – – –
PCG
46
Private Capital Group
Connecticut
$65K – – –
VRM
47
Vectors Research Management
New York
$64K +$64K +2,072 New
HNWA
48
Henrickson Nauta Wealth Advisors
Michigan
$61K +$61K +2,605 New
CH
49
Canton Hathaway
Rhode Island
$45K +$6.91K +221 +18%
HWA
50
Heritage Wealth Advisors
Virginia
$40K – – –
1
2
3