Institutional investors reshape US equity, crypto tilt

Timeline

1. 2 days ago

   [BUSINESS] 2 sources

   Circle Wins OCC Trust Bank Approval as Shares Swing

   Circle Internet Group secured OCC approval for a national digital‑currency trust bank, sparking volatile share moves with a 16% intraday rise to $72.85 before falling back to the low $60s amid stablecoin rival‑

2. 3 days ago

   [BUSINESS] 6 sources

   Cathie Wood's Ark Invest Boosts SpaceX and Tesla Stakes While Rebalancing Portfolio

   Ark Invest under Cathie Wood boosted SpaceX and Tesla holdings, named both as top AI picks, sold Figma, and bought biotech and crypto‑related assets.

3. 12 days ago

   [BUSINESS] 3 sources

   Ark Invest adds $13.9 million to Circle stake, trims Robinhood holdings

   Ark Invest bought $13.9 million of Circle shares, added Block holdings, and sold Robinhood stock amid Circle’s price drop and analyst downgrades.

4. 18 days ago

   [BUSINESS] 2 sources

   Cathie Wood's Ark Invest Rebalances Portfolio, Sells Robinhood and Roku, Buys Circle Shares

   Ark Invest, led by Cathie Wood, trimmed AMD, Robinhood and Roku holdings while buying $13.7 M of Circle shares, boosting its stablecoin exposure to over $37 M.

5. 20 days ago

   [BUSINESS] 2 sources

   Circle Internet Group stock plunges as competition rises and leads tokenized stock trading

   Circle's stock fell 44.6% amid index removals and Open USD competition, yet the company led tokenized stock DEX trading with $32 M weekly volume.

6. 26 days ago

   [BUSINESS] 2 sources

   ARK Invest Boosts Stakes in Circle Internet Group Amid Stock Dip

   ARK Invest bought 287,609 Circle shares (~$17.8 M) after a steep price fall, citing confidence despite index removal and rising competition in the stablecoin market.

7. 28 days ago

   [BUSINESS] 8 sources

   ARK Invest adds $43.5 million in crypto‑linked stocks including Coinbase and Circle

   ARK Invest poured about $43.5 million into crypto‑linked stocks—Coinbase, Circle, Bullish and Robinhood—over three days, buying on price dips and spreading the stakes across its ETFs.

8. 30 days ago

   [BUSINESS] 2 sources

   Crypto Market Downturn Spurs Shift to Equity Investments

   Crypto market value halved from its peak, with Bitcoin and XRP steeply down, leading investors to favor crypto‑linked equities; ARK invested $5.4 M in Coinbase, Circle, Bullish and Robinhood amid falling crypto

9. about 1 month ago

   [BUSINESS] 2 sources

   Ark Invest resumes crypto‑stock purchases, adding Coinbase, Circle and Robinhood

   Ark Invest, led by Cathie Wood, resumed buying crypto‑linked stocks—including Circle, Coinbase, Bullish and Robinhood—while Coinbase’s Base network recovered from a two‑hour outage.

10. about 1 month ago

    [BUSINESS] 3 sources

    ARK Invest adds $18M of Coinbase shares, boosting COIN stock

    Ark Invest bought $18 million of Coinbase shares, lifting COIN stock 2.3% in pre‑market trade; analysts remain split on the exchange’s outlook.

11. about 1 month ago

    [BUSINESS] 3 sources

    Institutional investors boost Coinbase stake as Ark rebalances crypto holdings

    Aptus Capital increased its Coinbase stake to $5.3 M, while Ark Invest bought $18 M of Coinbase shares and sold $29 M of Robinhood, rebalancing its crypto exposure amid recent price swings.

12. about 2 months ago

    [BUSINESS] 2 sources

    United Rentals Sees Stake Increase from Franklin Resources While Capital International Cuts Holding

    Franklin Resources boosted its United Rentals stake to 2.13% ($1.09 bn) while Capital International slashed its holding by 73.5% to 8,253 shares ($6.7 m); institutional owners now control about 96% of the firm.

13. 2 months ago

    [BUSINESS] 2 sources

    DNB Asset Management Cuts United Airlines Stake by Over 60%

    DNB Asset Management sold 28,781 United Airlines shares in Q4, cutting its stake by 63.6%.

14. 2 months ago

    [TECHNOLOGY] 2 sources

    Ark Invest boosts stake in crypto exchange Bullish with $4.4M purchase

    Ark Invest bought $4.4M of Bullish shares across three ETFs, raising its stake amid a price dip and strong revenue growth.

15. 2 months ago

    [BUSINESS] 2 sources

    Itron shares dip to 52‑week low as DNB Asset Management takes stake

    Itron stock fell to a 52‑week low of $78.50 while DNB Asset Management added 131,281 shares in Q4.

16. 2 months ago

    [BUSINESS] 3 sources

    DNB Asset Management cuts stakes in AST SpaceMobile and Scorpio Tankers

    DNB Asset Management lowered its AST SpaceMobile stake by 31% and Scorpio Tankers stake by 18% in Q4 filings.

17. 2 months ago

    [BUSINESS] 2 sources

    United Rentals sees stake changes as DNB Asset Management increases, Thrivent Financial cuts holdings

    United Rentals' institutional stakes shift: DNB up 2.9%, Thrivent down 40.5% in Q4.

18. 2 months ago

    [BUSINESS] 2 sources

    Advantest short interest drops 51% as United Bank boosts Archer Aviation stake

    Advantest short interest fell 51% in April; United Bank raised its Archer Aviation stake by 179%.

19. 3 months ago

    [BUSINESS] 2 sources

    Archer Aviation stock gains upside potential as FAA certification progresses and UBS boosts its stake

    Archer Aviation may double to $12 as FAA certification advances, while UBS boosted its stake to 2.3 M shares.

This summary has been updated 2 times: see revision history