SEC’s Q2 13F deadline on August 14 brought Wall Street’s crypto positions back into view, and the data showed a clear mismatch with price action. Bitcoin fell about 14.2% in the quarter, yet reported institutional BTC holdings rose 7.5% to about 536,000 coins, even as total ETF holdings declined. Bank-level filings were even more striking: Morgan Stanley and JPMorgan both expanded ETH exposure faster than BTC, while several firms shifted from spot holdings into options. The quarter also showed growing divergence in crypto-linked equities, with Strategy, Circle, Coinbase, and Robinhood drawing very different allocation decisions. Some institutions kept adding, others paused, and a few were already rotating into new products such as Solana and XRP funds.

Harvard 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.

Harvard University’s endowment kept its position in BlackRock’s spot Bitcoin ETF, the iShares Bitcoin Trust (IBIT), unchanged in the second quarter, according to its latest 13F filing. As of June 30, the fund held 3.0446 million IBIT shares worth about $101.4 million, the same share count reported at the end of the first quarter, halting two straight quarters of reductions. The filing shows Harvard had cut the position by 21% in the fourth quarter of 2025 and by another 43% in the first quarter of 2026. IBIT now accounts for roughly 2.4% of Harvard’s disclosed $4.26 billion U.S. equity portfolio. The endowment’s gold exposure remained larger, with holdings in iShares Gold Trust and SPDR Gold Trust totaling about $171.2 million. Harvard had already exited BlackRock’s spot Ether ETF position valued at $86.8 million and added no new Ethereum-related exposure in the second quarter. The filing also shows SpaceX as Harvard’s largest single stock holding at 12,935,100 shares worth $2.21 billion, or about 52% of its roughly $4.3 billion disclosed U.S. stock assets. Other institutions reported mixed IBIT activity, with Mubadala and the Abu Dhabi Investment Council unchanged, JPMorgan increasing its position, and Morgan Stanley trimming its stake.

Harvard University’s endowment stopped cutting its position in BlackRock’s iShares Bitcoin Trust (IBIT) in the second quarter, according to its latest 13F filing cited by The Block. The filing shows Harvard Management Company held 3,044,612 IBIT shares as of June 30, valued at $101.4 million, unchanged from the prior quarter after two straight quarters of selling. The endowment had reduced the position by 21% in the fourth quarter and by another 43% in the first quarter. IBIT ranked 11th among Harvard’s 19 disclosed holdings and accounted for 2.4% of its $4.26 billion portfolio. The filing also showed that Dartmouth College made no changes to its three crypto ETF positions, while their combined value fell from $14.6 million to $12.4 million during the quarter. Abu Dhabi sovereign wealth fund Mubadala likewise kept its IBIT stake unchanged at 14,721,917 shares worth $490.1 million, making it the second-largest holding in its 13F portfolio.

Regulatory filings show that two Abu Dhabi sovereign wealth funds continue to hold sizable positions in BlackRock’s iShares Bitcoin Trust. Mubadala Investment Company disclosed on Friday that it owned a $490 million stake in the fund, making it the second-largest holding in its entire 13F portfolio. A separate filing submitted on Thursday showed that Abu Dhabi Investment Council held a $273.6 million position in the same ETF, its largest portfolio holding. Taken together, the two state-backed investors reported $763.7 million of exposure to BlackRock’s Bitcoin ETF, and the report said those positions were unchanged from the previous quarter. Bitcoin Magazine also pointed to earlier analysis from Arkham Intelligence, which linked about 6,782 BTC, then valued at roughly $453.6 million, to wallets associated with Bitcoin mining activity tied to the UAE’s Royal Group. That distinction matters in the article’s framing. While countries such as the United States hold large Bitcoin reserves that largely came from law enforcement seizures, the UAE’s Bitcoin exposure is described as stemming mainly from domestic mining activity. The report also notes that BlackRock’s IBIT remains the most successful crypto ETF since the U.S. Securities and Exchange Commission approved spot Bitcoin funds in January 2024, with $47.3 billion in assets under management.

A filing with the U.S. Securities and Exchange Commission shows that Mubadala Investment Company of the United Arab Emirates has fully exited its position in Apple (AAPL.O). The same filing also shows the firm held 65,326 shares of Nvidia (NVDA.O). ChainCatcher reported the update in a brief news item. The source text did not provide the value of the positions, the timing of the portfolio change, or any reason behind the adjustment. The disclosure is limited to the holding status shown in the SEC document.

A recent U.S. Securities and Exchange Commission filing shows that Abu Dhabi sovereign wealth fund Mubadala Investment Company has made notable changes to its U.S. equity portfolio, with a clear focus on artificial intelligence, semiconductors, and technology stocks. The fund fully exited its positions in Apple (AAPL), Salesforce (CRM), and Broadcom (AVGO), while keeping its stake in NVIDIA (NVDA) at 65,326 shares. It also increased its Class A holdings in Palantir Technologies (PLTR) by 40.4% to 95,656 shares. In semiconductors, Mubadala raised its position in Micron Technology (MU) by 3.0% to 45,451 shares, but trimmed its long-held stake in GlobalFoundries by 5.5% to 399.6 million shares. The filing points to a portfolio rotation away from some traditional mega-cap technology names and major chip stocks, while maintaining exposure to areas tied to AI infrastructure, data analytics software, and memory chips.

The UAE is considering a 1 trillion yen ($6.3 billion) investment in a Japanese AI data center, with Mubadala expected to lead. The project could become Japan's largest, with total investment up to 2 trillion yen, deploying Nvidia AI servers. Japan has set a 32.7 trillion yen investment target, while TSMC, Micron and NTT Data expand.