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O'Neil Global Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

O'Neil Global Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-406,378
Closed -$26.4M – 65
2025
Q3 		$26.4M Sell
406,378
-193,933
-32% -$12.6M 4.86% 9
2025
Q2 		$36.7M Buy
600,311
+451,426
+303% +$25.3M 8.46% 3
2025
Q1 		$6.97M Buy
148,885
+114,585
+334% +$6.07M 13.18% 2
2024
Q4 		$1.82M Buy
34,300
+18,900
+123% +$892K 0.53% 17
2024
Q3 		$556K Buy
+15,400
New +$535K 0.14% 49

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

O'Neil Global Advisors's IBIT Position: Q4 2025 in Review

O'Neil Global Advisors sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 406,378 shares — an estimated $26.4M sold.

O'Neil Global Advisors first reported a position in IBIT in Q3 2024 and held it in 5 quarters. The position peaked at $36.7M in Q2 2025. 1,652 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • O'Neil Global Advisors reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • O'Neil Global Advisors sold 406,378 iShares Bitcoin Trust shares in Q4 2025, an estimated $26.4M.
  • O'Neil Global Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and held it in 5 quarters.
  • O'Neil Global Advisors's iShares Bitcoin Trust position peaked at $36.7M in Q2 2025.
  • 1,652 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on O'Neil Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.