Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley Bitcoin Tr (MSBT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

25+

Inst. Holders

Hedge Fund Ownership: MSBT

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

Market Analysis: MSBT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSBT

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: MSBT
2026 Q3 Stats Unlock in 16 days 25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 0 100%
13F Shares 3M 0 100%
Total Value $89M $0 100%
New Positions 25 0 +25
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSBT

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 Q2)

25 + investors

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

Top 25 MSBT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palatine Hill Wealth Management, LLC 0.50% 37,127 $626K
2 LaSalle St. Investment Advisors, LLC 0.13% 65,000 $1.1M
3 Compass Ion Advisors, LLC 0.08% 52,547 $885K
4 FF Advisors,LLC 0.07% 10,506 $177K
5 Addison Capital Co 0.05% 19,156 $323K
6 Eagle Global Advisors LLC 0.02% 36,900 $622K
7 Beacon Pointe Advisors, LLC 0.02% 260,472 $4.4M
8 Apollon Wealth Management, LLC 0.02% 92,600 $1.6M
9 Intesa Sanpaolo S.p.A. 0.01% 17,400 $293K
10 Rothschild Investment LLC 0.01% 11,000 $185K
11 Mission Wealth Management, LP 0.01% 28,287 $477K
12 Compound Planning, Inc. 0.01% 11,609 $196K
13 Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% 1,000 $17K
14 Valeo Financial Advisors, LLC 0.00% 10,955 $185K
15 Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% 220 $4K
16 Morgan Stanley 0.00% 2,570,627 $43.3M
17 Bogart Wealth, LLC 0.00% 2,805 $47K
18 Pittenger & Anderson Inc 0.00% 1,430 $24K
19 Focus Partners Wealth 0.00% 14,500 $244K
20 Ancora Advisors LLC 0.00% 272 $5K
21 Citadel Advisors LLC 0.00% 26,272 $443K
22 Allworth Financial LP 0.00% 448 $8K
23 Citadel Advisors LLC 0.00% 11,800 $199K
24 Steward Partners Investment Advisory, LLC 0.00% 100 $2K
25 Simplex Trading, LLC 0.00% 335 $6K
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 — Morgan Stanley Bitcoin Tr (MSBT)

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 →