IECM
HUT

Intrinsic Edge Capital Management’s Hut 8 HUT Stock Holding History

Intrinsic Edge Capital Management’s Portfolio HUT Stock Details HUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.38M Sell
200,000
-150,000
-43% -$8.11M 1.56% 19
2025
Q4 		$16.1M Sell
350,000
-50,000
-13% -$2.2M 2.87% 3
2025
Q3 		$13.9M Buy
400,000
+80,000
+25% +$2.03M 1.94% 16
2025
Q2 		$5.95M Buy
+320,000
New +$4.78M 0.83% 52
2021
Q3 		– Sell
-20,000
Closed -$440K – 240
2021
Q2 		$440K Buy
+20,000
New +$385K 0.03% 210

Other funds holding HUT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Intrinsic Edge Capital Management's HUT Position: Q1 2026 in Review

Intrinsic Edge Capital Management reduced its Hut 8 (HUT) stake by 43% in Q1 2026, selling an estimated $8.11M and leaving 200,000 shares worth $9.38M. The position accounts for 1.56% of the portfolio, ranked #19.

Intrinsic Edge Capital Management first reported a position in HUT in Q2 2021 and has held it in 5 quarters since. The position peaked at $16.1M in Q4 2025. 331 funds tracked by Wall St. Rank hold HUT as of Q1 2026.

  • Intrinsic Edge Capital Management held 200,000 shares of Hut 8 worth $9.38M as of Q1 2026.
  • Intrinsic Edge Capital Management sold 150,000 Hut 8 shares in Q1 2026, an estimated $8.11M.
  • Hut 8 made up 1.56% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #19 holding.
  • Intrinsic Edge Capital Management first reported a position in Hut 8 in Q2 2021 and has held it in 5 quarters since.
  • Intrinsic Edge Capital Management's Hut 8 position peaked at $16.1M in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Hut 8 as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.