Crypto Bear Market: Which Crypto Concept Stocks Are Institutional Giants Accumulating?
Despite a bearish crypto market, major institutional investors are increasing their positions in key crypto-related stocks, as revealed in recent 13F filings. European asset management giant Amundi significantly boosted its stake in MicroStrategy (MSTR) by 148%. Other institutions like Vanguard, State Street, and Capital Group also added to their MSTR holdings. While price performance has been weak, banks and public pension funds, including those from Michigan and Louisiana, are also expanding their exposure, signaling growing acceptance.
In the mining sector, Bitmine (BMNR) saw inflows from passive index funds following its inclusion in the Russell index, with BlackRock as a major holder. For Circle (CRCL), active buyers included the Norwegian Sovereign Wealth Fund, the Swiss National Bank, and ARK Invest, which has been actively trading the stock.
Regarding Coinbase (COIN), large positions from Vanguard and BlackRock are primarily passive, tied to index inclusions. ARK Invest engages in more active, tactical buying. Robinhood (HOOD) shows high institutional ownership (over 93%), with various pension funds making smaller, scattered additions.
ARK Invest leads in active trading for stocks like Block (XYZ) and Bullish (BLSH), while traditional asset managers' moves are often passive. The trend indicates institutions are strategically accumulating sector leaders during the downturn, with conservative funds slowly adding crypto equities to their portfolios. However, due to the 45-day reporting lag, 13F data should be used for reference, not for direct copy-trading.
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