Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bitwise Funds Trust (BITQ)

104 + Investors. Track Smart Money conviction in BITQ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BITQ

Based on 104 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BITQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
104 hedge funds hold BITQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

45 buying43 selling
Last quarter: 45 funds bought or added vs 43 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new BITQ position: 26 → 19 → 10 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 21% medium ■ 31% new
50 out of 104 hedge funds have held BITQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+23% value, -5% shares)

Value
+23%
Shares
-4%
Last quarter: total value of institutional BITQ holdings rose +23% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

20 → 26 → 19 → 10 → 23 new funds/Q
New funds entering each quarter: 26 → 19 → 10 → 23. BITQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 48% veterans vs 37% newcomers

■ 48% veterans ■ 15% 1-2yr ■ 37% new
Entry-cohort mix of 106 holders: 51 (48%) are 2+ year veterans, 16 entered 1–2 years ago, and 39 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
15 of 104 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in BITQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BITQ

In 2026 Q2, 45 hedge funds were net buyers of BITQ (23 opened a new position, 22 added to an existing one), while 43 reduced or exited (33 trimmed, 10 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 68% of total institutional value in BITQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 104.

Hedge Fund Ownership: BITQ

How many hedge funds hold BITQ — quarterly history vs. share price
Quarterly hedge fund ownership of BITQ vs. share price

Market Analysis: BITQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BITQ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: BITQ
104 + Investors

Track Smart Money conviction in BITQ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 104 91 14.29%
13F Shares 8M 8M -4.82%
Total Value $193M $157M 22.99%
New Positions 23 10 +13
Increased Positions 21 32 -11
Closed Positions 10 18 -8
Reduced Positions 32 28 +4
Total Calls 1 2 -50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: BITQ

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Institutional Holders (2026 Q2)

104 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BITQ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BITQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Salus Financial Advisors, LLC 1.60% 132,586 $3.2M
2 Founders Capital Management 1.06% 99,932 $2.4M
3 Gainplan LLC 0.53% 54,625 $1.3M
4 Strategic Family Wealth Counselors, L.L.C. 0.46% 80,328 $2.0M
5 LRI Investments, LLC 0.36% 184,782 $4.5M
6 Fischer Investment Strategies, LLC 0.20% 17,398 $426K
7 Oxinas Partners, LLC 0.14% 14,425 $353K
8 Kintra Wealth, LLC 0.11% 92,032 $2.1M
9 Worth Financial Advisory Group, LLC 0.09% 8,532 $209K
10 Go Invest LLC 0.07% 12,512 $307K
11 Soltis Investment Advisors LLC 0.07% 51,064 $1.3M
12 Wellspring Financial Advisors, LLC 0.05% 31,387 $769K
13 Sankala Group LLC 0.05% 3,045 $68K
14 Gts Securities LLC 0.04% 85,358 $2.1M
15 Advantage Trust Co 0.04% 4,700 $115K
16 Claro Advisors Inc. 0.04% 14,717 $361K
17 Balboa Wealth Partners 0.04% 10,775 $264K
18 Sanctuary Advisors, LLC 0.04% 312,895 $7.7M
19 Brandywine Oak Private Wealth LLC 0.03% 18,546 $454K
20 AdvisorNet Financial, Inc 0.03% 30,804 $755K
21 Werba Rubin Papier Wealth Management 0.03% 11,221 $275K
22 Ausdal Financial Partners, Inc. 0.03% 32,644 $800K
23 Conservest Capital Advisors, Inc. 0.03% 14,794 $362K
24 Essex Financial Services, Inc. 0.03% 22,407 $549K
25 Atria Investments, Inc 0.02% 99,630 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bitwise Funds Trust (BITQ)

What does the Smart Money Trend signal show for BITQ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BITQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BITQ?

Slight buying edge — 51% buying: Last quarter: 45 funds bought or added vs 43 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BITQ holders?

Elite ownership — 68% AUM from top-100 funds: 15 of 104 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in BITQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BITQ?

48% of holders stayed for 2+ years: 50 out of 104 hedge funds have held BITQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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