BAKKT INC (BKKT): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

BAKKT INC (BKKT)

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

Smart Money Signals — BKKT

Based on 91 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 BKKT 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

91 hedge funds hold BKKT 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.

🚀

Fast accumulation — +102% more funds vs a year ago

fund count last 6Q

+46 new funds entered over the past year (+102% 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 buyers than sellers — 62% buying

70 buying43 selling

Last quarter: 70 funds were net buyers (30 opened a brand new position + 40 added to an existing one). Only 43 were sellers (14 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 9 → 20 → 42 → 30. 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 — 53% entered in last year

■ 10% conviction (2yr+) ■ 37% medium ■ 53% new

Only 9 funds (10%) 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 +170% but shares only +10% — price-driven

Value

+170%

+10%

Last quarter: the total dollar value of institutional holdings rose +170%, but actual share count only changed +10%. 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.

🚀

Acceleration phase — new buyers rushing in

9 → 9 → 20 → 42 → 30 new funds/Q

New funds entering each quarter: 9 → 20 → 42 → 30. 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.

📊

Mixed cohorts — 8% veterans, 50% new entrants

■ 8% veterans ■ 42% 1-2yr ■ 50% new

Of 100 current holders: 8 (8%) held 2+ years, 42 held 1–2 years, 50 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

21 of 91 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.

6.2

out of 10

Moderate Exit Risk

Exit risk score 6.2/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	100	99	1.01%
13F Shares	8M	7M	10.39%
Total Value	$632M	$234M	170.18%
New Positions	30	47	-17
Increased Positions	46	43	+3
Closed Positions	31	6	+25
Reduced Positions	33	8	+25
Total Calls	6	5	20.0%
Total Puts	4	5	-20.0%
PUT/CALL Ratio	0.67	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

100

1.01%

13F Shares

10.39%

Total Value

$632M

$234M

170.18%

New Positions

-17

Increased Positions

Closed Positions

+25

Reduced Positions

+25

Total Calls

20.0%

Total Puts

-20.0%

PUT/CALL Ratio

0.67

1.0

Bullish

Institutional Holders (2026 Q1)

100 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 19 institutional holders of BKKT — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Realta Investment Advisors	0.14%	55,809	$411K
2	AlphaQuest LLC	0.02%	36,075	$362K
3	MSRH, LLC	0.01%	1,147	$12K
4	Activest Wealth Management	0.00%	1,700	$13K
5	KERR FINANCIAL PLANNING Corp	0.00%	100	—
6	Quent Capital, LLC	0.00%	1,485	$10K
7	SBI Securities Co., Ltd.	0.00%	3,137	$23K
8	MATHER GROUP, LLC.	0.00%	2,553	$19K
9	True Wealth Design, LLC	0.00%	88	—
10	Police & Firemen's Retirement System of New Jersey	0.00%	2,439	$18K
11	GAMMA Investing LLC	0.00%	331	$2K
12	Root Financial Partners, LLC	0.00%	275	$2K
13	Sterling Capital Management LLC	0.00%	438	$3K
14	IFP Advisors, Inc	0.00%	300	$2K
15	NISA INVESTMENT ADVISORS, LLC	0.00%	1,600	$12K
16	SIGNATUREFD, LLC	0.00%	60	—
17	Farther Finance Advisors, LLC	0.00%	89	—
18	Ascentis Wealth Management, LLC	0.00%	4	—
19	SJS Investment Consulting Inc.	0.00%	5	—

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 — BAKKT INC (BKKT)

What does the Smart Money Trend signal show for BKKT?

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

More buyers than sellers — 62% buying: Last quarter: 70 funds were net buyers (30 opened a brand new position + 40 added to an existing one). Only 43 were sellers (14 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKKT holders?

Smaller funds dominant — 3% AUM from top-100: 21 of 91 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 BKKT?

Mostly new holders — 53% entered in last year: Only 9 funds (10%) 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.

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BAKKT INC (BKKT)

Smart Money Signals — BKKT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +102% more funds vs a year ago

More buyers than sellers — 62% buying

Fewer new buyers each quarter (-12 vs last Q)

Mostly new holders — 53% entered in last year

Value +170% but shares only +10% — price-driven

Acceleration phase — new buyers rushing in

Mixed cohorts — 8% veterans, 50% new entrants

Smaller funds dominant — 3% AUM from top-100

Hedge Fund Ownership: BKKT

Market Analysis: BKKT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BKKT

Hedge Fund Positioning: BKKT

Statistics: BKKT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — BAKKT INC (BKKT)

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