Hedge Fund's Major Moves in Q3: Cutting Tech Stocks, IBIT Holdings Doubling

GasFeeLady · 2026-01-20T09:00:12+00:00

In the third quarter, well-known hedge funds significantly sold off technology stocks and shifted to Bitcoin-related assets, indicating an increasing appeal of crypto assets amid economic uncertainty. Analysts predict that Bitcoin's long-term price has substantial upside potential, reflecting a trend in capital flow shifts.

GasFeeLady

2026-01-20 09:00:12

Abstract generation in progress

【Crypto World】Interesting changes have emerged in institutional capital flows in Q3. Several well-known hedge fund managers have quietly adjusted their holdings strategies—significantly selling off tech giants’ stocks and increasing their positions in Bitcoin-related assets.

Specifically, a well-known management firm sold over 1.4 million shares of Amazon but immediately doubled its holdings in IBIT (BlackRock’s Bitcoin spot trust fund). Another hedge fund followed a similar approach, reducing its Amazon holdings by over 250,000 shares while increasing its IBIT allocation by 20%.

What does this shift from traditional tech stocks to crypto assets indicate? Interestingly, recent comments from industry analysts have provided some clues. Multiple market observers predict that Bitcoin’s long-term price has enormous upside potential, with target prices even reaching trillions of dollars.

In other words, institutions are not only voting with their money but also signaling through their holdings structure: amid increasing economic uncertainty, Bitcoin’s appeal as an alternative asset is rising. The shift from traditional tech to digital assets may foreshadow a broader change in capital flows.

BTC-3,79%

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DegenDreamer

· 12h ago

Smart money is all fleeing, when tech stocks cool down, it's time to go all in on Bitcoin. --- Here we go again with the routine of cutting leeks; BlackRock's move this time is truly impressive. --- Wait, 1.4 million shares of Amazon directly thrown into IBIT? This pace doesn't seem right. --- I just want to know when retail investors will get their turn to jump on board without getting scammed. --- Institutions following the trend into the market, what does that mean? It indicates the top isn't far off. --- Damn, it's that "smart money" story again. Why do I always realize it only after the fact? --- Trillions of dollars? Wake up, that's definitely overhyped. --- This round of portfolio switching looks really smooth, but I just can't dare to follow. --- So the question is, when will these funds start to sell? I haven't seen any signals yet. --- Are tech stocks really doomed? Or is it just a rebalancing? This article might be a bit exaggerated.

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OnchainDetective

· 12h ago

Wait, 1.4 million shares of Amazon flipping for IBIT, and the time gap is a bit outrageous... According to on-chain data, the flow of funds must match up correctly. Institutions rushing in en masse have definitely received some early information, a typical case of information asymmetry. Trillions of dollars? Hold on, this statement sounds like it’s laying the groundwork for a pump later on. I need to check who has been consistently buying recently. After analysis and judgment of this operation... it’s obvious that it’s just a warning sign that tech stocks are about to crash. IBIT doubling sounds great, but we need to ask clearly—when did these institutions enter? Could it be another pump-and-dump cycle? I’ve long suspected that big funds would do this, but I didn’t expect it to be so blatant.

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DeFiDoctor

· 12h ago

Wait, 1.4 million Amazon shares swapped for IBIT and doubled? Does this number add up? The medical records show that the fund size doesn't match... It is recommended to regularly review the true flow of this transaction.

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DegenMcsleepless

· 12h ago

The big whales finally can't sit still anymore. Selling off Amazon is one thing, but then they all-in on IBIT... Alright, Bitcoin is really about to take off now.

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DeadTrades_Walking

· 12h ago

Large funds are starting to move out, now tech stocks should be panicking.

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AirdropHarvester

· 12h ago

The big institutions' tactics are so obvious. Amazon isn't really an issue, but Bitcoin is truly attractive.

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SudoRm-RfWallet/

· 13h ago

Oh my god, big institutions are starting to quietly buy the dip in Bitcoin. This wave is really about to take off.