Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK TECH AND PRIVATE E (BTX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — BTX

Based on 89 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
89 funds currently hold this stock — 79% of the 3.0-year high of 113 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold BTX compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

55 buying41 selling
Last quarter: 55 funds bought or added vs 41 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new BTX position: 23 → 25 → 15 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
49 out of 89 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 +3416% but shares only +40% — price-driven

Value
+3416%
Shares
+40%
Last quarter: the total dollar value of institutional holdings rose +3416%, but actual share count only changed +40%. 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.
📊

Peak discovery — momentum slowing

18 → 23 → 25 → 15 → 24 new funds/Q
New funds entering each quarter: 23 → 25 → 15 → 24. BTX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 8% 1-2yr ■ 33% new
Of 89 current holders: 53 (60%) 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 — 98% AUM from top-100 funds

98% from top-100 AUM funds
11 of 89 holders are among the 100 largest funds by AUM, controlling 98% 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.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: BTX

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

Market Analysis: BTX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: BTX
2026 Q1 Stats Unlock in 21 days 89 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 89 84 5.95%
13F Shares 27M 19M 40.28%
Total Value $4.47B $127M 3415.96%
New Positions 24 15 +9
Increased Positions 31 32 -1
Closed Positions 19 42 -23
Reduced Positions 22 27 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTX

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

89 + investors

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

Top 25 institutional holders of BTX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABSOLUTE INVESTMENT ADVISERS, LLC 1.20% 1,549,398 $10.2M
2 ACCREDITED INVESTOR SERVICES, LLC 0.14% 32,781 $216K
3 CHAPIN DAVIS, INC. 0.11% 74,548 $492K
4 Successful Portfolios LLC 0.05% 15,275 $97K
5 David J Yvars Group 0.05% 13,689 $90K
6 SeaCrest Wealth Management, LLC 0.04% 60,089 $397K
7 Samalin Investment Counsel, LLC 0.04% 16,366 $108K
8 TrueMark Investments, LLC 0.04% 29,708 $196K
9 Tactive Advisors, LLC 0.02% 13,115 $87K
10 City State Bank 0.02% 12,913 $85K
11 OPPENHEIMER & CO INC 0.02% 217,382 $1.4M
12 WEDBUSH SECURITIES INC 0.01% 62,160 —
13 Occidental Asset Management, LLC 0.01% 14,078 $93K
14 Ignite Planners, LLC 0.01% 10,286 $68K
15 EVOLVE PRIVATE WEALTH, LLC 0.01% 27,195 $179K
16 Private Advisor Group, LLC 0.01% 292,211 $1.9M
17 SILVER OAK SECURITIES, INCORPORATED 0.01% 17,135 $113K
18 BAXTER BROS INC 0.01% 10,000 $66K
19 PFG Investments, LLC 0.01% 18,655 $123K
20 Marex Group plc 0.01% 29,272 $212K
21 CENTRAL TRUST Co 0.00% 35,200 $232K
22 Concurrent Investment Advisors, LLC 0.00% 51,419 $339K
23 RFG Advisory, LLC 0.00% 28,331 $187K
24 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% 19,772 $130K
25 Sowell Financial Services LLC 0.00% 10,397 $69K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 55 funds bought or added vs 41 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 BTX holders?

Elite ownership — 98% AUM from top-100 funds: 11 of 89 holders are among the 100 largest funds by AUM, controlling 98% 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?

55% of holders stayed for 2+ years: 49 out of 89 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.

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.