BTX Hedge Fund Ownership (Q2 2026)

Blackrock Tech and Private E (BTX)

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

Smart Money Signals — BTX

Based on 121 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added BTX 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

121 hedge funds hold BTX 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 — +5% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.

🟢

More buyers than sellers — 64% buying

75 buying42 selling

Last quarter: 75 funds were net buyers (29 opened a brand new position + 46 added to an existing one). Only 42 were sellers (23 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 27 → 31 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 28% medium ■ 30% new

51 out of 121 hedge funds have held BTX 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.

💰

Value +46% but shares only +7% — price-driven

Value

+46%

+7%

Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

26 → 16 → 27 → 31 → 29 new funds/Q

New funds entering each quarter: 16 → 27 → 31 → 29. A growing number of institutions are discovering BTX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 54% veterans vs 31% newcomers

■ 54% veterans ■ 15% 1-2yr ■ 31% new

Entry-cohort mix of 121 holders: 65 (54%) are 2+ year veterans, 18 entered 1–2 years ago, and 38 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds

14 of 121 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in BTX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	121	111	9.01%
13F Shares	34M	32M	7.22%
Total Value	$295M	$202M	46.22%
New Positions	29	31	-2
Increased Positions	46	36	+10
Closed Positions	19	16	+3
Reduced Positions	23	29	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

121

111

9.01%

13F Shares

34M

32M

7.22%

Total Value

$295M

$202M

46.22%

New Positions

-2

Increased Positions

+10

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

121 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BTX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Quantedge Capital Pte Ltd	3.52%	513,279	$4.6M
2	Thomas J. Herzfeld Advisors, Inc.	1.43%	515,402	$4.7M
3	Z3 Capital Partners, LLC	1.19%	628,692	$5.7M
4	Rivernorth Capital Management, LLC	1.18%	2,737,496	$24.7M
5	Atlas Wealth LLC	0.83%	646,261	$5.8M
6	Saba Capital Management, L.P.	0.72%	3,116,387	$28.1M
7	Blue Bell Private Wealth Management, LLC	0.42%	374,103	$3.4M
8	Closed-End Fund Advisors, Inc.	0.32%	36,438	$329K
9	Westbourne Investments, INC.	0.16%	42,900	$387K
10	Accredited Investor Services, LLC	0.16%	30,428	$275K
11	Chapin Davis, INC.	0.12%	77,576	$701K
12	Advisors Asset Management, Inc.	0.11%	810,188	$7.3M
13	Virtus Investment Advisers, LLC	0.07%	34,761	$314K
14	Successful Portfolios LLC	0.06%	15,174	$131K
15	Lazard Asset Management LLC	0.06%	4,381,111	$39.6M
16	David J Yvars Group	0.06%	13,790	$125K
17	SHP Wealth Management	0.06%	89,671	$810K
18	Prevail Innovative Wealth Advisors, LLC	0.05%	40,697	$367K
19	Senvest Management, LLC	0.05%	200,000	$1.8M
20	SeaCrest Wealth Management, LLC	0.05%	52,113	$471K
21	WPG Advisers, LLC	0.04%	7,185	$65K
22	TrueMark Investments, LLC	0.04%	31,814	$287K
23	Tactive Advisors, LLC	0.03%	13,214	$119K
24	Barrett & Company, INC.	0.03%	11,461	$103K
25	City State Bank	0.03%	12,913	$117K

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 — Blackrock Tech and Private E (BTX)

What does the Smart Money Trend signal show for BTX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BTX 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 BTX?

More buyers than sellers — 64% buying: Last quarter: 75 funds were net buyers (29 opened a brand new position + 46 added to an existing one). Only 42 were sellers (23 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BTX holders?

Elite ownership — 45% AUM from top-100 funds: 14 of 121 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in BTX. 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 BTX?

42% of holders stayed for 2+ years: 51 out of 121 hedge funds have held BTX 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.

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Blackrock Tech and Private E (BTX)

Smart Money Signals — BTX

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +5% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~29 new funds per quarter

42% of holders stayed for 2+ years

Value +46% but shares only +7% — price-driven

Growing discovery — still being found

Veteran-anchored — 54% veterans vs 31% newcomers

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — BTX

Hedge Fund Ownership: BTX

Market Analysis: BTX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BTX

Hedge Fund Positioning: BTX

Statistics: BTX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Blackrock Tech and Private E (BTX)

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