MORGAN STANLEY BITCOIN TRUST (MSBT) Institutional Ownership Changes & 13F Activity
MORGAN STANLEY BITCOIN TRUST (MSBT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Beacon Pointe Advisors, Llc, Vinva Investment Management Ltd, Apollon Wealth Management, Llc, and Lasalle St. Investment Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +26,272 | — | 26,272 | $442.68K | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +260,472 | — | 260,472 | $4.39M | Q2 2026 | Aug 18, 2026 |
| Vinva Investment Management Ltd | Buy | +158,733 | — | 158,733 | $33.61M | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors Llc | Buy | +272 | — | 272 | $4.58K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +2,570,627 | — | 2,570,627 | $43.32M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +100 | — | 100 | $1.69K | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, Llc | Buy | +52,547 | — | 52,547 | $885.42K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +14,500 | — | 14,500 | $244.32K | Q2 2026 | Aug 12, 2026 |
| Simplex Trading, Llc | Buy | +335 | — | 335 | $5.64K | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Buy | +65,000 | — | 65,000 | $1.10M | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +448 | — | 448 | $7.55K | Q2 2026 | Aug 11, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +220 | — | 220 | $3.71K | Q2 2026 | Aug 11, 2026 |
| Palatine Hill Wealth Management, Llc | Buy | +37,127 | — | 37,127 | $625.59K | Q2 2026 | Aug 07, 2026 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa | Buy | +1,000 | — | 1,000 | $16.85K | Q2 2026 | Aug 07, 2026 |
| Rothschild Investment Llc | Buy | +11,000 | — | 11,000 | $185.35K | Q2 2026 | Aug 06, 2026 |
| Addison Capital Co | Buy | +19,156 | — | 19,156 | $322.78K | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | Buy | +11,609 | — | 11,609 | $195.61K | Q2 2026 | Aug 04, 2026 |
| Intesa Sanpaolo S.P.A. | Buy | +17,400 | — | 17,400 | $293.19K | Q2 2026 | Jul 31, 2026 |
| Ff Advisors,Llc | Buy | +10,506 | — | 10,506 | $177.03K | Q2 2026 | Jul 29, 2026 |
| Bogart Wealth, Llc | Buy | +2,805 | — | 2,805 | $47.26K | Q2 2026 | Jul 24, 2026 |
| Apollon Wealth Management, Llc | Buy | +92,600 | — | 92,600 | $1.56M | Q2 2026 | Jul 23, 2026 |
| Mission Wealth Management, Lp | Buy | +28,287 | — | 28,287 | $476.64K | Q2 2026 | Jul 20, 2026 |
| Valeo Financial Advisors, Llc | Buy | +10,955 | — | 10,955 | $184.59K | Q2 2026 | Jul 08, 2026 |
Frequently asked questions about MSBT activity
Which institutional owners are buying MSBT?
Institutional owners buying MSBT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MSBT activity?
"Buy" means an investor increased their reported position in MSBT compared to the prior reporting period. This reflects growing exposure to MORGAN STANLEY BITCOIN TRUST (MSBT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MSBT increasing?
Institutional interest in MSBT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.