Iris Energy
IREN
674 hedge funds and large institutions have $9.72B invested in Iris Energy in 2026 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 238 increasing their positions, 141 reducing their positions, and 48 closing their positions.
373% more first-time investments, than exits
New positions opened: 227 | Existing positions closed: 48
85% more capital invested
Capital invested by funds: $5.27B → $9.72B (+$4.45B)
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
69% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 141
34% more funds holding
Funds holding: 503 → 674 (+171)
12.9% more ownership
Funds ownership: 46.25% → 59.14% (+13%)
12% more call options, than puts
Call options by funds: $4.86B | Put options by funds: $4.35B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$628M |
| 2 |
BlackRock
New York
|
+$461M |
| 3 |
Goldman Sachs
New York
|
+$361M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$219M |
| 5 |
State Street
Boston,
Massachusetts
|
+$196M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DE
Defiance ETFs
New York
|
-$655M |
| 2 |
D.E. Shaw & Co
New York
|
-$316M |
| 3 |
SA
Situational Awareness
San Francisco,
California
|
-$116M |
| 4 |
MG
Marex Group
London,
|
-$87M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$86M |
IREN Hedge Fund Activity: Q2 2026 in Review
674 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Iris Energy (IREN) for Q2 2026, worth a combined $9.72B — up 85% from $5.27B a quarter earlier.
Buyers outnumbered sellers: 227 funds opened new IREN positions and 48 closed out — a net gain of 179 holders — while 238 added to existing stakes and 141 trimmed.
The largest buyer was Bank of America, adding an estimated $628M. The largest seller was Defiance ETFs, cutting an estimated $655M.
- 674 institutional investors held Iris Energy (IREN) as of Q2 2026, up from 503 in Q1 2026.
- Funds reported $9.72B of Iris Energy stock for Q2 2026, up 85% quarter-over-quarter.
- 227 funds opened new Iris Energy positions in Q2 2026 and 48 closed out, a net change of +179 holders.
- The largest Iris Energy buyer in Q2 2026 was Bank of America, an estimated $628M added.
- The largest Iris Energy seller in Q2 2026 was Defiance ETFs, an estimated $655M sold.
Based on aggregated 13F filings for Q2 2026.