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Grayscale Bitcoin Trust
GBTC

Overview Fund Activity

46 hedge funds and large institutions have $592M invested in Grayscale Bitcoin Trust in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 11 closing their positions.

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
7
Reduced
7
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWM
1
Correct Capital Wealth Management
Missouri
$17.7M
2
BG
2
Benedetti & Gucer
Georgia
$2.49M
3
FMP
3
Financial Management Professionals
Texas
$3.37M
4
KWA
4
Kingswood Wealth Advisors
California
$18.1M
5
IPWA
5
International Private Wealth Advisors
California
$422K

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$0
2
HKAM
2
Horizon Kinetics Asset Management
New York
$540M
3
AC
3
Aristides Capital
Kentucky
$63.6K
4
FAM
4
Formidable Asset Management
Ohio
$0
5
CFP
5
Curran Financial Partners
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$540M 15,604,708 -179,003 -1%
KWA
2
Kingswood Wealth Advisors
California
$18.1M 523,970 +26,159 +5%
CCWM
3
Correct Capital Wealth Management
Missouri
$17.7M 511,867 +511,867 New
FMP
4
Financial Management Professionals
Texas
$3.37M 97,278 +62,113 +177%
BG
5
Benedetti & Gucer
Georgia
$2.49M 71,878 +71,878 New
WJWM
6
Williams Jones Wealth Management
New York
$1.48M 42,770 – –
HWP
7
Highline Wealth Partners
California
$1.22M 35,319 -2,799 -7%
CH
8
Canton Hathaway
Rhode Island
$942K 27,200 – –
RIL
9
Rothschild Investment LLC
Illinois
$784K 22,635 +169 +0.8%
SW
10
SVB Wealth
Massachusetts
$770K 22,238 -423 -2%
NCM
11
Next Capital Management
New York
$670K 19,359 -235 -1%
GC
12
Garde Capital
Washington
$602K 17,403 -1,063 -6%
TWM
13
Tradition Wealth Management
Minnesota
$597K 17,231 – –
AA
14
Ancora Advisors
Ohio
$529K 15,270 – –
IPWA
15
International Private Wealth Advisors
California
$422K 12,201 +12,201 New
HCM
16
Horrell Capital Management
Arkansas
$302K 8,726 +200 +2%
CAM
17
Carret Asset Management
New York
$256K 7,388 +7,388 New
SJGA
18
Stephen J. Garry & Associates
New York
$225K 6,510 +6,510 New
ET
19
Equitable Trust
Tennessee
$203K 5,874 +5,874 New
HFS
20
Hantz Financial Services
Michigan
$201K 5,814 +2,610 +81%
AWM
21
Able Wealth Management
New Jersey
$194K 5,613 +5,613 New
WAS
22
Winch Advisory Services
Wisconsin
$66K 1,905 – –
AC
23
Aristides Capital
Kentucky
$63.6K 15,090 -463,041 -97%
KSWA
24
Kathleen S. Wright Associates
Pennsylvania
$58.8K 1,557 – –
CPA
25
Clear Point Advisors
New York
$39.8K 1,150 +1,150 New
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