Who Owns Destiny Tech100 Inc. (DXYZ)?Hedge Fund & Institutional Holders

$25.40-0.49 (-1.89%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.14400010000001e+202T

% of Float Held

6.883898323623266e+186%

QoQ Change in Holders

+11 / -5

Price History

$9.88$25.55$41.21$56.88$72.54Aug 24Jun 25Mar 26

DXYZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AA Financial Advisors, LLCNew Position+70K+$2.1B
STIFEL FINANCIAL CORPIncreased+19K+$506.7M
Stratos Wealth Partners, LTD.New Position+13K+$390.0M
Scientech Research LLCNew Position+10K+$304.0M
OSAIC HOLDINGS, INC.Increased+12K+$290.2M
Visionary Wealth AdvisorsNew Position+8K+$240.0M
Total Clarity Wealth Management, Inc.New Position+7K+$221.0M
CREATIVE FINANCIAL DESIGNS INC /ADVIncreased+2K+$97.1M
Farther Finance Advisors, LLCIncreased+2K+$70.1M
Sunbelt Securities, Inc.New Position+900+$27.0M
Geneos Wealth Management Inc.New Position+648+$19.0M
CoreCap Advisors, LLCNew Position+538+$16.0M
MCF Advisors LLCNew Position+500+$15.0M
GHP Investment Advisors, Inc.New Position+365+$11.0M
N.E.W. Advisory Services LLCNew Position+300+$9.0M

DXYZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Private Advisor Group, LLCDecreased-111-$323.9M
HARBOUR INVESTMENTS, INC.Decreased-6K-$159.8M
UBS Group AGDecreased-11K-$49.3M
GC Wealth Management RIA, LLCDecreased-10K-$45.4M
NewEdge Advisors, LLCDecreased-343-$22.6M
ROYAL BANK OF CANADADecreased-150-$16.0M
Groupe la FrancaiseClosed Position-400-$7.8M
Tower Research Capital LLC (TRC)Closed Position-186-$4.0M
Wealthspire Advisors, LLCClosed Position-186-$4.0M
Clearstead Advisors, LLCClosed Position-102-$2.2M
Strategic Wealth Partners, Ltd.Closed Position-20-$0
Invesco Ltd.Decreased-4K-$-183.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AA Financial Advisors, LLC70,000$2.1B0.40%Share
2STIFEL FINANCIAL CORP42,079$1.0B0.00%Share
3OSAIC HOLDINGS, INC.35,977$1.0B0.00%Share
4Invesco Ltd.28,752$880.0M0.00%Share
5UBS Group AG18,355$562.0M0.00%Share
6GC Wealth Management RIA, LLC18,000$551.0M0.02%Share
7Evanson Asset Management, LLC15,000$459.0M0.02%Share
8Stratos Wealth Partners, LTD.12,752$390.0M0.00%Share
9Scientech Research LLC9,931$304.0M0.19%Share
10Visionary Wealth Advisors7,847$240.0M0.01%Share
11Total Clarity Wealth Management, Inc.7,230$221.0M0.05%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV6,827$209.0M0.01%Share
13Farther Finance Advisors, LLC3,840$117.0M0.00%Share
14Sunbelt Securities, Inc.900$27.0M0.00%Share
15UBS Group AG667$20.0M0.00%Share
16Anchor Investment Management, LLC640$19.6M0.00%Share
17Geneos Wealth Management Inc.648$19.0M0.00%Share
18CoreCap Advisors, LLC538$16.0M0.00%Share
19MCF Advisors LLC500$15.0M0.00%Share
20JANE STREET GROUP, LLC377,545$11.0M0.00%Share
21GHP Investment Advisors, Inc.365$11.0M0.00%Share
22Newbridge Financial Services Group, Inc.322$9.0M0.00%Share
23N.E.W. Advisory Services LLC300$9.0M0.00%Share
24Cornerstone Planning Group LLC278$9.0M0.00%Share
25MPWM ADVISORY SOLUTIONS, LLC230$7.0M0.00%Share
26JFS WEALTH ADVISORS, LLC150$4.0M0.00%Share
27Murphy & Mullick Capital Management Corp100$3.0M0.00%Share
28Lloyd Advisory Services, LLC.100$3.0M0.00%Share
29LPL Financial LLC71,993$2.0M0.00%Share
30Legacy Wealth Managment, LLC/ID80$2.0M0.00%Share
31Atlantic Edge Private Wealth Management, LLC50$1.0M0.00%Share
32MORGAN STANLEY64,941$1.0M0.00%Share
33Kestra Advisory Services, LLC54,382$1.0M0.00%Share
34Cetera Investment Advisers33,335$1.0M0.00%Share
35Blue Trust, Inc.45$1.0M0.00%Share
36Triumph Capital Management50$1.0M0.00%Share
37Virtu Financial LLC24,256$743K0.03%Share
38Genesis Financial Group, LLC10,000$306K0.18%Share
39GRIFFIN ASSET MANAGEMENT, INC.6,780$207K0.02%Share
40BARTLETT & CO. WEALTH MANAGEMENT LLC2,400$73K0.00%Share
41Allworth Financial LP2,196$67K0.00%Share
42HAZLETT, BURT & WATSON, INC.1,350$41K0.01%Share
43HARBOUR INVESTMENTS, INC.1,272$38K0.00%Share
44HAZLETT, BURT & WATSON, INC.1,200$37K0.01%Share
45CWM, LLC1,200$37K0.00%Share
46HAZLETT, BURT & WATSON, INC.1,200$37K0.01%Share
47HAZLETT, BURT & WATSON, INC.1,000$31K0.01%Share
48HAZLETT, BURT & WATSON, INC.1,000$31K0.01%Share
49HAZLETT, BURT & WATSON, INC.700$21K0.01%Share
50HAZLETT, BURT & WATSON, INC.700$21K0.01%Share

DXYZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202585$8.3B+51
Q3 202534$8.2B-17
Q2 202551$11.1B+3
Q1 202548$12.9B-9
Q4 202457$163.4B+30
Q3 202427$40.9B+1
Q2 202426$377.6B+20
Q1 20246$455.3B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DXYZ (Destiny Tech100 Inc.). The largest holder is AA Financial Advisors, LLC with $2.1B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own DXYZ?

As of Q4 2025, 50 institutional investors report holding DXYZ (Destiny Tech100 Inc.) in their 13F filings.

Who is the largest institutional holder of DXYZ?

The largest institutional holder of DXYZ is AA Financial Advisors, LLC with $2.1B in shares.

Is institutional ownership of DXYZ increasing or decreasing?

This quarter, 11 institutions opened new positions in DXYZ and 5 closed their positions.