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iShares Bitcoin Trust

1,650 hedge funds and large institutions have $18.8B invested in iShares Bitcoin Trust in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 789 increasing their positions, 395 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 789 | Existing positions reduced: 395

29% more call options, than puts

Call options by funds: $10.6B | Put options by funds: $8.24B

25% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 238

2% more funds holding

Funds holding: 1,6221,650 (+28)

2.92% less ownership

Funds ownership: 30.76%27.84% (-2.9%)

20% less funds holding in top 10

Funds holding in top 10: 130104 (-26)

30% less capital invested

Capital invested by funds: $26.9B → $18.8B (-$8.03B)

Holders
1,650
Holders Change
+28
Holders Change %
+1.73%
% of All Funds
20.07%
Holding in Top 10
104
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-20%
% of All Funds
1.27%
New
297
Increased
789
Reduced
395
Closed
238
Calls
$10.6B
Puts
$8.24B
Net Calls
+$2.38B
Net Calls Change
-$2.2B
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1126
Holistic Financial Partners
Indiana
$315K
SWMG
1127
Sard Wealth Management Group
Georgia
$314K +$10.2K +179 +3%
AW
1128
Aspirean Wealth
California
$313K +$359K +6,314 New
ACP
1129
Arcus Capital Partners
Georgia
$312K +$357K +6,279 New
MIM
1130
Meixler Investment Management
Arizona
$311K -$47.7K -840 -12%
GWANC
1131
Guardian Wealth Advisors (North Carolina)
North Carolina
$311K -$39.3K -691 -10%
WFS
1132
WealthGarden F.S.
California
$310K +$68.6K +1,207 +24%
FSA
1133
Financial Security Advisor
Virginia
$310K +$55.4K +975 +19%
Luther King Capital Management (LKCM)
1134
Luther King Capital Management (LKCM)
Texas
$307K
RCA
1135
Riverview Capital Advisers
Massachusetts
$306K -$1.58M -27,783 -82%
CAM
1136
Carret Asset Management
New York
$306K +$21.4K +377 +7%
CFGA
1137
Cambridge Financial Group (Arizona)
Arizona
$306K -$1.02M -18,012 -75%
SVCP
1138
Silicon Valley Capital Partners
California
$303K +$85.2K +1,500 +33%
BWP
1139
BlueStem Wealth Partners
Minnesota
$301K +$85.7K +1,509 +33%
CFP
1140
Cascade Financial Partners
California
$301K -$108K -1,903 -24%
MWA
1141
Meridian Wealth Advisors
Texas
$301K +$120K +2,105 +53%
OA
1142
Operose Advisors
Wisconsin
$300K +$312K +5,487 +973%
RWP
1143
Reliant Wealth Planning
Kentucky
$300K +$343K +6,042 New
WA
1144
Wilmar Advisors
Florida
$298K -$511K -9,000 -60%
AFS
1145
Aft Forsyth & Sober
Florida
$298K
NSIM
1146
North Star Investment Management
Illinois
$298K +$95.7K +1,685 +39%
OWP
1147
ORG Wealth Partners
Texas
$298K +$34.5K +607 +11%
PS
1148
Principal Securities
Iowa
$297K +$340K +5,989 New
CAM
1149
Cidel Asset Management
Ontario, Canada
$297K
PAMG
1150
Patton Albertson Miller Group
Tennessee
$296K