Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Grayscale Coindesk Crypto (GDLC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
2Q ▼
Buyers last Q
43%

Smart Money Signals — GDLC

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their GDLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
73 funds currently hold this stock — 90% of the 3.0-year high of 81 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +3550% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+3550% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 43% buying

29 buying38 selling
Last quarter: 38 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 66 → 33 → 25 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 56% entered in last year

■ 3% conviction (2yr+) ■ 41% medium ■ 56% new
Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +163% but shares only +132% — price-driven

Value
+162%
Shares
+132%
Last quarter: the total dollar value of institutional holdings rose +163%, but actual share count only changed +132%. 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.
⚠️

Saturation — most institutions already know this story

0 → 66 → 33 → 25 → 14 new funds/Q
New funds entering each quarter: 66 → 33 → 25 → 14. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 73 current holders: 70 (96%) entered in the past year, only 3 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 73 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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.

Institutional Sentiment Summary — GDLC

In 2026 Q2, 29 hedge funds were net buyers of GDLC (14 opened a new position, 15 added to an existing one), while 38 reduced or exited (18 trimmed, 20 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 73.

Hedge Fund Ownership: GDLC

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

Market Analysis: GDLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDLC

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: GDLC
71 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 79 -10.13%
13F Shares 2M 2M -9.81%
Total Value $41M $53M -21.98%
New Positions 13 25 -12
Increased Positions 14 23 -9
Closed Positions 21 27 -6
Reduced Positions 18 10 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GDLC

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Institutional Holders (2026 Q2)

71 + investors

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

QUARTER:
Top 25 GDLC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bullish 34.46% 2,255,000 $93.2M
2 DWM Financial Group, Inc. 1.78% 48,359 $2.0M
3 Hartmann Taylor Wealth Management, LLC 1.21% 58,757 $1.8M
4 Kingsbury Capital Investment Advisors LLC 0.82% 36,504 $963K
5 Kmt Wealth Management, LLC 0.82% 36,504 $963K
6 Keystone Financial Services, LLC 0.55% 34,604 $913K
7 Aries Wealth Management 0.24% 46,080 $1.2M
8 Pasadena Private Wealth, LLC 0.21% 62,492 $1.6M
9 DeDora Capital, Inc. 0.19% 32,787 $865K
10 Rehmann Capital Advisory Group 0.18% 146,490 $3.9M
11 Intrinsic Edge Capital Management LLC 0.12% 45,567 $1.2M
12 Benson Wealth Management INC 0.10% 3,847 $102K
13 Professional Financial Advisors, LLC 0.10% 20,944 $553K
14 Fortis Group Advisors, LLC 0.08% 18,745 $495K
15 Elyxium Wealth, LLC 0.07% 26,690 $704K
16 Independent Financial Group, LLC 0.06% 118,960 $3.1M
17 Formidable Asset Management, LLC 0.05% 10,368 $323K
18 BIP Wealth, LLC 0.05% 65,344 $1.7M
19 Wolff Wiese Magana LLC 0.03% 2,801 $74K
20 Rossmore Private Capital 0.03% 13,650 $360K
21 Balboa Wealth Partners 0.03% 7,954 $210K
22 Claro Advisors Inc. 0.02% 7,929 $209K
23 Fairview Capital Investment Management, LLC 0.02% 12,400 $327K
24 Fort Point Capital Partners LLC 0.02% 9,373 $247K
25 Soltis Investment Advisors LLC 0.02% 11,661 $308K
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 — Grayscale Coindesk Crypto (GDLC)

What does the Smart Money Trend signal show for GDLC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their GDLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GDLC?

More sellers than buyers — 43% buying: Last quarter: 38 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GDLC holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 73 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GDLC?

Mostly new holders — 56% entered in last year: Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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