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Grayscale Bitcoin Trust
GBTC

Overview Fund Activity

24 hedge funds and large institutions have $67.5M invested in Grayscale Bitcoin Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
ARK Investment Management
Florida
+$16.2M
2
CM
Churchill Management
California
+$2.56M
3
CIA
CSat Investment Advisory
Michigan
+$1.55M
4
AIP
Almanack Investment Partners
Pennsylvania
+$1.04M
5
SC
Scholtz & Company
Connecticut
+$750K

Top Sellers

1
AC
Addison Capital
Pennsylvania
-$1.52M
2
FIA
FNY Investment Advisers
New York
-$266K
3
IA
IFP Advisors
Florida
-$160K
4
FWM
Filbrandt Wealth Management
Wisconsin
-$34K
5
EWM
Edge Wealth Management
New York
-$4K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1
ARK Investment Management
Florida
$56.7M +$16.2M +1,635,996 +40%
CM
2
Churchill Management
California
$2.56M +$2.56M +257,868 New
CIA
3
CSat Investment Advisory
Michigan
$1.55M +$1.55M +156,272 New
IA
4
IFP Advisors
Florida
$1.47M -$160K -16,128 -10%
AIP
5
Almanack Investment Partners
Pennsylvania
$1.04M +$1.04M +69,485 New
TF
6
Trek Financial
Arizona
$979K +$240K +24,171 +32%
SC
7
Scholtz & Company
Connecticut
$750K +$750K +75,733 New
SW
8
SlateStone Wealth
Florida
$581K – – –
SW
9
SVB Wealth
Massachusetts
$518K – – –
FAM
10
Formidable Asset Management
Ohio
$283K +$56.3K +5,683 +25%
MGAM
11
McGowan Group Asset Management
Texas
$280K +$280K +28,276 New
RIL
12
Rothschild Investment LLC
Illinois
$269K – – –
PCA
13
Private Capital Advisors
Connecticut
$156K +$156K +15,742 New
FIA
14
FNY Investment Advisers
New York
$117K -$266K -26,900 -69%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$75K +$75K +7,528 New
FRA
16
Front Row Advisors
California
$66K – – –
HCM
17
Horrell Capital Management
Arkansas
$34K – – –
SIAP
18
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K +$10.9K +1,107 +83%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$20K +$6.82K +687 +52%
HWA
20
Heritage Wealth Advisors
Virginia
$12.9K – – –
GEA
21
Glen Eagle Advisors
New Jersey
$8.78K +$7.13K +720 +434%
AWA
22
Arkadios Wealth Advisors
Georgia
$7.86K – – –
NL
23
NVWM LLC
Pennsylvania
$3K – – –
SFPG
24
Stonebridge Financial Planning Group
Florida
$2K +$2K +177 New
AC
25
Addison Capital
Pennsylvania
– -$1.52M -175,238 Closed
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