New institutional purchases from recent SEC filings (as of June 30, 2026):
Goldman Sachs $GS (-0.1%)
33,639,454 shares (approx. $1.5 billion) / 9.4%
→ Filed as a passive major shareholder (Schedule 13G)
Norges Bank (Norway’s sovereign wealth fund)
5,197,774 shares (approx. $238 million) / ~1.4%
→ Entirely new position
JP Morgan $JPM (-0.09%)
2,699,785 shares (approx. $124 million) / ~0.75%
→ +45.8% from the previous quarter (+approx. 850,000 shares)
BIT Capital
approx. 7,000,000 shares / ~1.9%
→ IREN remains the largest portfolio position
Geode Capital
approx. 2,500,000 shares (approx. $114 million) / ~0.7%
Unfortunately, the exact position sizes from Q1 cannot be determined; nevertheless, it is noteworthy how heavily institutions $IREN (-0.72%) have been buying shares.