Avenir Group Holds ~18.29M IBIT Shares in Q4 2025; Position Largely Unchanged
Avenir Group reported holding 18,287,323 shares of BlackRock’s iShares Bitcoin Trust (IBIT) in Q4 2025, a marginal decline (~0.053%) from 18,297,107 shares in Q3. Valued at roughly $908 million using the December 31, 2025 closing price, the stake confirms Avenir’s status as Asia’s largest institutional IBIT holder for seven consecutive quarters (since Q2 2024). The filing is a fund disclosure; final 13F data from the SEC may follow. Compared with earlier reports showing larger quarter-on-quarter increases in 2025, this latest disclosure signals stability rather than material accumulation or liquidation during the quarter. For traders, the key takeaways are continued institutional exposure to Bitcoin via a major ETF product, limited portfolio rebalancing by a large Asia-based holder, and no immediate signal of directional pressure on BTC price from this actor.
Neutral
The disclosure shows Avenir maintains a large IBIT stake with only a negligible quarter-on-quarter change. That stability implies no significant buying or selling pressure from this major institutional holder during Q4 2025. For short-term trading, the lack of material accumulation reduces the chance of immediate upward momentum driven by this buyer; similarly, absence of liquidation avoids abrupt downward pressure. Over the medium to long term, continued large institutional exposure via a mainstream ETF supports baseline demand fundamentals for Bitcoin, but the unchanged position does not signal fresh catalytic flows. Therefore the net expected price impact on BTC is neutral: it confirms steady institutional demand without indicating a new directional impetus.