GBTC ranks #948 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
GBTC is a top-conviction position for Atlas Wealth Partners, LLC — at 6.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in GBTC belongs to Horizon Kinetics Asset Management LLC, but the position matters far more to Atlas Wealth Partners, LLC, who has 6.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Virtu Financial LLC has added to its GBTC position for two straight quarters, increasing it by $12.6M to reach $16.4M today.
Horizon Kinetics Asset Management LLC has trimmed its GBTC position for two straight quarters, cutting it by $412.2M while still holding $552.6M.
GBTC is up 0.1% today, but institutions show net selling of $54.9M this quarter — a divergence between today's price move and the underlying institutional flow.