摩根士丹利 Q2 增持 Circle 至 832 万股,并加码比特币和以太坊 ETF

链捕手
Aug 14

ChainCatcher 消息,据 Cointelegraph 报道,摩根士丹利最新向美国 SEC 提交的 13F 文件显示,截至 6 月 30 日,其持有约 1650 万股贝莱德 IBIT,较一季度的 1340 万股增加 23%。不过由于季度内比特币价格下跌,该持仓市值由 6.67 亿美元降至 5.49 亿美元,下降约 18%。

同期,摩根士丹利还持有 257 万股 MSBT,价值约 4330 万美元,并增持灰度 Bitcoin Mini Trust、Bitwise Bitcoin ETF 及富达 FBTC,其中 FBTC 持仓增加近 38%。

以太坊方面,其 ETHA 持仓增加约 202% 至 460 万股,灰度以太坊质押 Mini ETF 持仓增加约 26% 至 510 万股。此外,摩根士丹利还新建仓灰度 Solana 质押 ETF 和富达 Solana 基金,持仓市值分别约 425 万美元和 226 万美元。

个股方面,摩根士丹利持有的 Circle(CRCL)由约 146 万股大幅增至 832 万股,同时增加 Cipher Digital、Core ScientificHut 8 和 Bitdeer 等矿企及基础设施公司持仓;另一方面减持约 55 万股 Coinbase、减持超 310 万股 CleanSpark,并清仓约 800 万股 Bitfarms

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