Hyperliquid E2026-09-05 20:15:44Hyperliquid ETF First 13F Filing: 30 Institutions Disclose $74.9M in HoldingsBloomberg Intelligence's analysis of the first quarterly 13F filing for the Hyperliquid ETF reveals 30 institutions disclosed holdings totaling approximately $74.9 million. Brazilian firm Wealth High Governance Asset Management led with nearly $24 million, holding 632,614 shares of 21Shares' HYPE fund (THYP) valued at $23,948,236 as of June 30. The list, published by Bloomberg Intelligence ETF analyst James Seyffart on X, shows OLP Capital Management second with $10.5 million, UBS third with $7.5 million, Bank of Montreal fourth with $6.7 million, and Jane Street fifth with $4.4 million. The top five institutions collectively held $53 million, representing 70.8% of total disclosed holdings.930
Goldman Sachs2026-09-01 09:10:59Goldman Sachs, Jane Street Lead XRP ETF Holdings in Q2, Signaling Growing Traditional Finance InterestGoldman Sachs, Jane Street, and Millennium Management emerged as top holders of the spot XRP ETF in the second quarter, according to 13F filings. The regulatory documents show a notable increase in interest from Wall Street market makers and hedge funds in the product, indicating that XRP ETF exposure is gradually gaining acceptance within traditional finance. (CryptoBriefing citing Bloomberg)900
Third Point2026-08-31 10:48:33Third Point discloses stake in Core Scientific as Bitcoin miners’ AI infrastructure pivot draws attentionHedge fund Third Point disclosed in its second-quarter 13F filing that it held 54,000 shares of Bitcoin miner Core Scientific, according to Techub, which cited NewsBTC. The position is being read as a sign that institutional capital is paying closer attention to the theme of Bitcoin mining companies shifting toward AI infrastructure rather than taking direct Bitcoin exposure. The analysis pointed to miners’ existing advantages: large-scale energy access and data center infrastructure. As demand tied to the AI boom grows for power, land, cooling capacity and dense facilities, some mining companies have already started to repurpose part of their infrastructure for high-performance computing customers. The report also said Third Point’s holding suggests listed Bitcoin miners may no longer be seen only as leveraged proxies for Bitcoin. Instead, they may also be valued as infrastructure assets. AI hosting could open a second potential line of business for mining firms, with valuations that may rely on more than Bitcoin production alone.900
Goldman Sachs2026-08-24 14:10:05Goldman Sachs discloses positions in five XRP ETFs in second-quarter 13F filingGoldman Sachs disclosed in its second-quarter 13F filing that it held positions across five XRP exchange-traded funds, with a combined value of about $86.5 million, according to CoinDesk. The filing indicates the bank rebuilt its exposure after fully exiting those positions in the first quarter. A 13F filing is a holdings report that institutional investment managers are required to submit to the U.S. Securities and Exchange Commission. The latest disclosure shows Goldman Sachs has re-established allocations to spot XRP ETF products through multiple related funds.1010
Goldman Sachs2026-08-24 08:21:19Goldman Sachs rebuilds XRP spot ETF holdings to about $865 million across five fundsGoldman Sachs has rebuilt its position in XRP spot exchange-traded funds, according to a 13F filing submitted to the U.S. Securities and Exchange Commission. The filing shows that, as of June 30, 2026, the firm held about $865 million in XRP spot ETFs across five funds. The disclosure also shows a sharp change from the prior quarter, when Goldman Sachs had reduced its related holdings to zero. Earlier, in the fourth quarter of 2025, the bank had been the largest institutional holder of XRP spot ETFs. The same filing indicates that Franklin Templeton is now the largest holder of XRP spot ETFs, with more than 2.23 million shares. CoinPost described Goldman Sachs’ latest move as a shift in its strategy toward XRP-linked assets. The update was first carried by Techub News.1090
Peter Thiel2026-08-24 02:28:15Thiel Macro’s 13F shows nearly 72% of assets tied to AI-driven power demandPeter Thiel-backed hedge fund Thiel Macro LLC has disclosed a sharply concentrated portfolio in its latest 13F filing, with most of its exposure linked to electricity demand tied to artificial intelligence infrastructure. The filing shows total holdings worth $418.7 million. Amazon accounted for 28.2% of the portfolio, or about $118 million, while the rest was largely made up of power generation and distribution names. Those utility-related holdings collectively represented nearly 72% of the portfolio, including Vistra at 18.1%, Vista Energy at 14.1%, as well as American Electric Power, DTE Energy, FirstEnergy, and CMS Energy. The filing also showed the fund had reported zero holdings in the previous two quarters, pointing to a new shift toward power as an investment theme. The positions were held as of June 30 and filed on Aug. 14. The report also noted that Amazon recently raised its 2026 capital expenditure plan to $220 billion, mainly for cloud and AI infrastructure, while AEP and FirstEnergy have both cited growing power demand from AI data centers in their regulatory filings.1130
Peter Thiel2026-08-23 00:48:32Peter Thiel’s latest 13F shows 8 holdings, with Amazon as the largest positionA new 13F filing with the U.S. Securities and Exchange Commission shows that Peter Thiel’s Thiel Macro LLC held eight stocks as of June 30, with a total portfolio value of about $418.7 million. Amazon ranked as the firm’s largest disclosed holding at roughly $118 million, accounting for about 28.2% of the portfolio. Vista Energy and Vistra followed, with positions valued at about $75.91 million and $59.13 million, respectively. The filing also listed American Electric Power, DTE Energy, FirstEnergy, CMS Energy, and X-Energy among the firm’s holdings. Based on the disclosed values, energy, power, and nuclear-related positions excluding Amazon added up to about $301 million, representing around 71.8% of the portfolio. The figures come from the latest SEC filing cited by Odaily.1870
Harvard2026-08-18 08:34:13Harvard Halts Bitcoin ETF Selling as U.S. University Funds Hold Positions Steady in Q2Harvard University’s endowment stopped cutting its Bitcoin ETF exposure in the second quarter of 2026, according to its latest 13F filing cited by The Block. As of June 30, Harvard Management Company held 3,044,612 shares of BlackRock’s iShares Bitcoin Trust (IBIT), worth about $101.4 million, unchanged from the prior quarter. The move ended two straight quarters of reductions after Harvard trimmed the position by 21% in the fourth quarter of 2025 and by another 43% in the first quarter of 2026. IBIT ranked 11th among Harvard’s 19 disclosed holdings and made up 2.4% of its $4.26 billion reported portfolio. The value of the stake fell by roughly $15.6 million during the quarter because of IBIT’s price decline, not because Harvard sold shares. Harvard’s gold-related holdings were larger, with combined exposure to the iShares Gold Trust and SPDR Gold Trust at about $171.2 million. Other U.S. university funds also mostly stood still in the second quarter. Dartmouth, Brown University and the University of Illinois Foundation all kept their disclosed crypto-related positions unchanged. Outside the university segment, institutional activity was more mixed, with Mubadala and the Abu Dhabi Investment Council holding steady while Morgan Stanley reduced IBIT and JPMorgan increased both its IBIT and BlackRock Ethereum ETF positions.1300
