Last week, something big happened in the world of Bitcoin, but you might have missed it. The latest 13F filings were released, revealing which major investors have put their money into Bitcoin ETFs.
Why Are 13F Filings Important?
A 13F filing is a report that large institutional investors in the United States must submit to the Securities and Exchange Commission (SEC) every quarter. These filings show which stocks and ETFs they own, giving insight into where major capital is flowing. Institutions like pension funds and hedge funds make investment decisions based on extensive research. When they invest in Bitcoin ETFs, it sends a strong signal about Bitcoin’s growing acceptance.
Which Big Players Have Invested in Bitcoin ETFs?
Recent filings show that more institutional investors are taking Bitcoin seriously. Giants like Goldman Sachs, Millennium Management, and the State of Wisconsin Investment Board have significantly increased their positions in BlackRock’s Bitcoin ETF. Tudor Investment Corp made an even bigger move, boosting its Bitcoin ETF holdings by 409%.
Even more striking is Paul Tudor Jones’ position. The well-known investor now has more money in Bitcoin than in any other asset. As of December 31, his IBIT holdings were valued at $426.9 million—more than twice the size of his second-largest investment. Many asset managers watch his moves closely, and this decision could encourage others to follow.
But the biggest surprise? The Abu Dhabi Sovereign Wealth Fund (Mubadala Investment Company) invested $461 million in Bitcoin ETFs. This raises an important question: Could this be the first step in a global Bitcoin reserve race?
Are Countries Preparing for Bitcoin Reserves?
Some analysts believe that countries will eventually add Bitcoin to their national reserves. The real question is not if, but when they will admit it publicly. By the time they do, Bitcoin’s price may already be much higher.
There was a long-standing belief that Bitcoin ETFs were already “priced in.” However, once approval was granted, the market reacted strongly. The same miscalculation is happening now regarding the possibility of a U.S. Bitcoin reserve.
Trump’s previous executive order opened the door for a strategic Bitcoin reserve. Some states are now introducing bills related to Bitcoin. And with Abu Dhabi moving billions, the idea of national reserves built around Bitcoin is gaining traction.
Why Do Large Investors Start Small?
Big institutions and sovereign wealth funds rarely go all in at once. They start with cautious investments and gradually increase their holdings as they gain more confidence. We’ve seen this happen before with gold and other strategic assets. Now, the same pattern is unfolding with Bitcoin.
Could a National Bitcoin Reserve Reshape the Market?
Bitcoin ETFs have already introduced a wave of new demand. But if a country starts using Bitcoin as a strategic reserve, it would bring an entirely new group of buyers into the market. This shift wouldn’t just affect Bitcoin’s price—it would also change how nations think about financial security.
ETFs influenced Bitcoin’s price by making access easier. A strategic Bitcoin reserve in the U.S. would impact the price through global psychology and urgency.
So, what does this mean for you? It shows that major investors are taking Bitcoin more seriously. And if they keep expanding their positions, it wouldn’t be surprising to see more institutions—and even governments—following their lead.
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