Investors
BlackRock appears most often, in 5 of the 11 filings, followed by Jane Street in 3. The list counts institutions named as holders, so it shows who crosses a reporting line, not who is most committed to the sector.
| Institution | IREN | CRWV | NBIS | APLD | CIFR | WULF | CORZ | HUT | GLXY | EQIX | DLR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock | 5.39% | 7.4% | 6.0% | 9.87% | 11.1% | ||||||
| Jane Street | 6.53% | 7.0% | 5.19% | ||||||||
| State Street | 6.30% | 5.9% | |||||||||
| Vanguard | 10.8% | 12.44% |
Every institution
| Institution | Type | Filings | Positions, % of class |
|---|---|---|---|
| BlackRock | Asset manager | 5 | CIFR 5.39%, CORZ 7.4%, HUT 6.0%, EQIX 9.87%, DLR 11.1% |
| Jane Street | Market maker or trading firm | 3 | CRWV 6.53%, APLD 7.0%, CIFR 5.19% |
| State Street | Asset manager | 2 | EQIX 6.30%, DLR 5.9% |
| Vanguard | Asset manager | 2 | CORZ 10.8%, EQIX 12.44% |
| Bank of America Corporation | Bank | 1 | IREN 5.20% |
| Bank of Nova Scotia | Bank | 1 | WULF 5.6% |
| Capital Research Global Investors | Asset manager | 1 | GLXY 9.47% |
| Citadel Securities | Market maker or trading firm | 1 | CORZ 5.4% |
| Coatue Management, L.L.C. | Investment firm | 1 | HUT 7.5% |
| Cohen & Steers, Inc. | Asset manager | 1 | DLR 8.0% |
| Entities affiliated with Bitfury | Strategic or corporate | 1 | CIFR 15.11% |
| FMR LLC | Asset manager | 1 | GLXY 11.03% |
| G1 Execution Services, LLC | Market maker or trading firm | 1 | HUT 5.0% |
| Hood River Capital Management LLC | Asset manager | 1 | APLD 7.4% |
| Lone Pine Capital LLC | Investment firm | 1 | HUT 5.5% |
| Magnetar Financial LLC (funds or accounts) | Investment firm | 1 | CRWV 17.07% |
| NVIDIA Corporation | Strategic or corporate | 1 | CRWV 10.66% |
| Norges Bank | Bank | 1 | DLR 6.3% |
| Pentwater Capital Management LP | Investment firm | 1 | CORZ 8.3% |
| Situational Awareness | Investment firm | 1 | CORZ 9.1% |
| Susquehanna | Market maker or trading firm | 1 | CORZ 5.5% |
| The Goldman Sachs Group, Inc. | Bank | 1 | IREN 8.31% |
| Two Seas Capital | Investment firm | 1 | CORZ 5.5% |
Filing dates differ by company, so positions are not a single snapshot. Founders and individuals are on the company pages.
Questions
Who are the main investors in AI infrastructure stocks?
BlackRock appears most often, in 5 of the 11 filings, followed by Jane Street in 3. The list counts institutions named as holders, so it shows who crosses a reporting line, not who is most committed to the sector.
Does being listed mean a long-term investment?
No. Market makers and trading firms can report large positions that include warrants or hedges. On Applied Digital, 15,960,068 of the Jane Street figure is warrants. On Hut 8, the Coatue figure is shares issuable from a convertible note.