Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BITWISE FUNDS TRUST (BITQ)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — BITQ

Based on 96 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
96 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
+16 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 — 54% buying

53 buying45 selling
Last quarter: 53 funds bought or added vs 45 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 18 → 26 → 19. 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.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 29% medium 27% new
42 out of 96 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.
💎

Buying through price weakness — shares +11%, value -11%

Value
-11%
Shares
+11%
Last quarter: funds added +11% more shares while total portfolio value only changed -11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

16 → 5 → 18 → 26 → 19 new funds/Q
New funds entering each quarter: 5 → 18 → 26 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 45% of holders stayed 2+ years

45% veterans 23% 1-2yr 32% new
Of 97 current holders: 44 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
11 of 96 holders are among the 100 largest funds by AUM, controlling 54% 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.
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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BITQ
2026 Q1 Stats Unlock in 15 days 97 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 97 98 -1.02%
13F Shares 8M 7M 11.25%
Total Value $166M $187M -11.38%
New Positions 19 26 -7
Increased Positions 36 36 -
Closed Positions 17 17 -
Reduced Positions 31 25 +6
Total Calls 2 2 -
Total Puts 1 5 -80.0%
PUT/CALL Ratio 0.5 2.5 Bullish

Statistics: BITQ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

97 + investors

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

Top 25 institutional holders of BITQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Salus Financial Advisors, LLC 1.58% 144,004 $2.7M
2 Oasis Advisors, LLC 1.21% 114,399 $2.3M
3 Founders Capital Management 0.91% 98,803 $1.9M
4 Gainplan LLC 0.63% 44,910 $847K
5 OPTIMA CAPITAL LLC 0.34% 38,981 $735K
6 Worth Financial Advisory Group, LLC 0.28% 423 $647K
7 LRI Investments, LLC 0.27% 164,216 $3.1M
8 Oxinas Partners, LLC 0.15% 17,000 $321K
9 Soltis Investment Advisors LLC 0.06% 54,169 $1.0M
10 Integrated Advisors Network LLC 0.05% 51,425 $970K
11 Balboa Wealth Partners 0.03% 10,750 $203K
12 Claro Advisors Inc. 0.03% 14,867 $280K
13 Sanctuary Advisors, LLC 0.03% 305,740 $5.8M
14 AdvisorNet Financial, Inc 0.03% 30,548 $576K
15 BRANDYWINE OAK PRIVATE WEALTH LLC 0.03% 18,546 $350K
16 Dynamic Advisor Solutions LLC 0.02% 40,596 $766K
17 Essex Financial Services, Inc. 0.02% 22,763 $429K
18 Atria Investments, Inc 0.02% 96,503 $1.8M
19 Conservest Capital Advisors, Inc. 0.02% 10,986 $207K
20 Comprehensive Financial Planning, Inc./PA 0.01% 1,000 $19K
21 OPPENHEIMER & CO INC 0.01% 49,507 $934K
22 DHJJ Financial Advisors, Ltd. 0.01% 1,142 $22K
23 RFG Advisory, LLC 0.01% 18,993 $358K
24 BURNEY CO/ 0.01% 11,081 $209K
25 Janney Montgomery Scott LLC 0.01% 135,610 $3K
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 54% buying: Last quarter: 53 funds bought or added vs 45 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 — 54% AUM from top-100 funds: 11 of 96 holders are among the 100 largest funds by AUM, controlling 54% 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?

44% of holders stayed for 2+ years: 42 out of 96 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.