Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Destiny Tech100 Inc (DXYZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — DXYZ

Based on 156 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DXYZ 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
156 hedge funds hold DXYZ right now — the highest count in 2.5 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 — +179% more funds vs a year ago

fund count last 6Q
+100 new funds entered over the past year (+179% 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 — 63% buying

106 buying61 selling
Last quarter: 106 funds were net buyers (66 opened a brand new position + 40 added to an existing one). Only 61 were sellers (22 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new DXYZ position: 9 → 50 → 55 → 66. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 71% entered in last year

■ 6% conviction (2yr+) ■ 22% medium ■ 71% new
Only 10 funds (6%) 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.
💎

Buying through price weakness — shares +283%, value +256%

Value
+255%
Shares
+283%
Last quarter: funds added +283% more shares while total portfolio value only changed +256%. 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

19 → 9 → 50 → 55 → 66 new funds/Q
New funds entering each quarter: 9 → 50 → 55 → 66. 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.
🌱

Early stage — 72% of holders entered in last year

■ 4% veterans ■ 24% 1-2yr ■ 72% new
Of 165 current holders: 119 (72%) entered in the past year, only 7 (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.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
14 of 154 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — 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 — DXYZ

In 2026 Q2, 106 hedge funds were net buyers of DXYZ (66 opened a new position, 40 added to an existing one), while 61 reduced or exited (22 trimmed, 39 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in DXYZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 156.

Hedge Fund Ownership: DXYZ

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

Market Analysis: DXYZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DXYZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Destiny Tech100 Inc (DXYZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DXYZ has moved relative to its sector benchmark (XLF) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 46d ago
DXYZ
-14.2%
XLF
+9.9%

DXYZ outperformed XLF by -24.1% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 1d ago
DXYZ
+0.0%
XLF
+0.0%

Since the filing became public, DXYZ outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: DXYZ
2026 Q3 Stats Unlock in 4 days 152 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 152 129 17.83%
13F Shares 9M 2M 282.78%
Total Value $211M $59M 255.0%
New Positions 65 55 +10
Increased Positions 40 39 +1
Closed Positions 40 11 +29
Reduced Positions 20 12 +8
Total Calls 7 0 100%
Total Puts 4 0 100%
PUT/CALL Ratio 0.57 0.0 Bullish

Statistics: DXYZ

View More

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 Q3)

152 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DXYZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 1.07% 99,524 $3.1M
2 Noble Wealth Management PBC 0.42% 30,617 $945K
3 AA Financial Advisors, LLC 0.36% 96,800 $3.0M
4 Verity Asset Management, Inc. 0.19% 16,188 $499K
5 FSA Advisors, Inc. 0.18% 13,512 $417K
6 Intrepid Financial Planning Group LLC 0.17% 18,787 $580K
7 Marathon Trading Investment Management LLC 0.15% 180,608 $5.6M
8 Anson Funds Management LP 0.12% 70,860 $2.2M
9 Sovran Advisors, LLC 0.08% 44,605 $1.2M
10 Evolution Wealth Management INC. 0.07% 3,961 $122K
11 Able Wealth Management LLC 0.06% 8,544 $278K
12 Ignite Planners, LLC 0.06% 13,892 $429K
13 International Assets Investment Management, LLC 0.05% 40,000 $871K
14 Jump Financial, LLC 0.05% 228,264 $7.0M
15 Sowell Financial Services LLC 0.05% 57,075 $1.8M
16 CenterBook Partners LP 0.05% 33,453 $1.0M
17 Centiva Capital, LP 0.04% 127,476 $3.9M
18 NBH Bank 0.03% 2,289 $71K
19 Kovack Advisors, Inc. 0.03% 20,520 $641K
20 PFG Investments, LLC 0.02% 17,415 $537K
21 Diversified Trust Co 0.02% 29,509 $910K
22 Avestar Capital, LLC 0.02% 7,350 $227K
23 Creative Financial Designs Inc /Adv 0.02% 12,734 $393K
24 Silver Oak Securities, Incorporated 0.02% 8,685 $212K
25 Summit Financial, LLC 0.01% 44,448 $1.4M
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 — Destiny Tech100 Inc (DXYZ)

What does the Smart Money Trend signal show for DXYZ?

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

More buyers than sellers — 63% buying: Last quarter: 106 funds were net buyers (66 opened a brand new position + 40 added to an existing one). Only 61 were sellers (22 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DXYZ holders?

Strong quality — 25% AUM from major funds: 14 of 154 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DXYZ?

Mostly new holders — 71% entered in last year: Only 10 funds (6%) 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.

Is it too late to buy Destiny Tech100 Inc (DXYZ) following the 2026 Q3 hedge fund 13F filings?

As of today, DXYZ has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), DXYZ has gained -14.2% vs +9.9% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →