Jane Street reshuffles Bitcoin holdings, nearly doubling spot ETF stake to $1.9 billion in Q3
Jane Street significantly expanded its spot Bitcoin ETF exposure to roughly $1.9 billion in the third quarter of 2026, boosting its Fidelity Bitcoin ETF stake nearly eightfold while trimming its BlackRock IBIT shares.
Trading firm Jane Street nearly doubled its spot Bitcoin exchange-traded fund holdings to approximately $1.9 billion heading into the recent market selloff, according to third-quarter 13F filing data reported by Bitcoin Magazine and Solid Intel.[2][3]
The disclosures showed a notable reshuffle in the firm's ETF allocations. Jane Street increased its share count in Fidelity's Bitcoin ETF nearly eightfold during the third quarter, purchasing 6.12 million FBTC shares to bring its stake to around $509 million, according to crypto.news and Cointelegraph. Concurrently, the firm cut its BlackRock iShares Bitcoin Trust (IBIT) stake by roughly 19% to 20.22 million shares. Despite the reduction in share count, higher prices lifted the value of Jane Street's remaining IBIT holding to about $957.3 million by the end of the quarter.[1][4][5][6][7]
The firm also enlarged its equity holdings tied to the asset class. In the same 13F filing covering share counts through Sept. 30, 2026, Jane Street expanded its Strategy position by 53.8%, growing from 2.68 million shares to 4.12 million shares, a stake valued at approximately $471 million at the Nov. 12 close.[2]
Key facts
- Jane Street nearly doubled its total spot Bitcoin ETF holdings to approximately $1.9 billion ahead of the selloff.
- Jane Street added 6.12 million shares to its Fidelity Bitcoin ETF (FBTC) position in Q3, increasing the stake nearly eightfold to about $509 million.
- Jane Street reduced its BlackRock IBIT holdings by approximately 18.7% to 19%, leaving it with 20.22 million shares.
- Higher market prices lifted the value of Jane Street's remaining IBIT holding to about $957.3 million despite the share reduction.
- Jane Street raised its Strategy stake by 53.8% from 2.68 million to 4.12 million shares, valued at roughly $471 million at the Nov. 12 close.
Sources · 7 sources
- CN
crypto.news@cryptodotnewsPost on X ·
JUST IN: Jane Street raises its Fidelity Bitcoin ETF holdings nearly 8x to $509M The trading firm added 6.12 million FBTC shares in Q3, while cutting its BlackRock IBIT position by 18.7% to 20.22 million shares worth $957.3 million. https://t.co/HcZ96b4bKq
Open source - BM
Bitcoin Magazine@BitcoinMagazinePost on X ·
JUST IN: 🇺🇸 Wall Street giant Jane Street nearly doubled its spot Bitcoin ETF holdings to ~$1.9 billion heading into the selloff 👀 https://t.co/SVMNmlrEJH
Open source - SI
Solid Intel 📡@solidintel_xPost on X ·
INTEL: Jane Street nearly doubled its spot Bitcoin ETF holdings to about $1.9 billion before the selloff
Open source - CO
Cointelegraph@CointelegraphPost on X ·
🔥 NEW: Jane Street increased its Fidelity Bitcoin ETF share count nearly 8x in Q3 while cutting IBIT shares by 19%. https://t.co/9ppGuVaysL
Open source - CT
Coin TelegraphArticle ·
Jane Street boosts Fidelity Bitcoin ETF holdings nearly 8x, trims IBIT Jane Street ended Q3 with 19% fewer shares in BlackRock’s Bitcoin ETF, and a higher share price lifted the stake’s value to $957 million.
Open source - CB
Crypto BriefingArticle ·
Jane Street boosts Fidelity Bitcoin ETF shares nearly 8x in Q3 Jane Street's diversification in Bitcoin ETFs suggests a strategic shift towards broader exposure, impacting market dynamics and investor strategies. The post Jane Street boosts Fidelity Bitcoin ETF shares nearly 8x in Q3 appeared first on Crypto Briefing .
Open source - TM
That Martini Guy ₿@MartiniGuyYTPost on X ·
Jane Street has made a pretty significant reshuffle of its Bitcoin ETF holdings. The trading giant increased its position in Fidelity's Bitcoin ETF nearly 8-fold during Q3, while reducing its BlackRock IBIT holdings by 19%. Despite selling shares, its remaining IBIT position was still worth around $957 million by the end of the quarter, helped by the rise in Bitcoin's price. Interesting shift in positioning from one of the biggest players in the market. Worth remembering: this is a change in ETF exposure, not necessarily a bet against Bitcoin.
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