Institutional investors, funds, and public companies have rapidly increased their holdings, now controlling 12.3% of the total Bitcoin supply.

This marks a significant structural shift as Bitcoin moves from early holders and retail investors to large-scale institutional wallets.

Institutional accumulation accelerating

According to analytics platform Ecoinometrics, institutions boosted their Bitcoin holdings by 5% over the past year, aiding in the price’s 80% rise during the same period.

Entities such as ETFs, sovereign funds, and corporate treasuries now collectively hold well over one million BTC, valued in the tens of billions of dollars.

Treasury leaders: MicroStrategy and Metaplanet

Bitcoin treasury companies like MicroStrategy and Metaplanet have set the pace, with MicroStrategy holding more than 638,000 BTC—over 3% of all circulating supply—and Metaplanet surpassing 20,000 BTC.

Their strategies center on aggressive accumulation, equity issuance for Bitcoin purchases, and innovative balance sheet management to maximize BTC as a reserve asset.

Wall Street integration deepens

Traditional finance giants, including JPMorgan, have begun accepting Bitcoin ETF shares as loan collateral and partnered with Coinbase for more direct access to digital asset purchases.

With over $7.5 trillion in U.S. money market funds seeking returns, institutional Bitcoin accumulation is likely to continue.

Retail to institutional supply shift

Recent on-chain data highlights a clear migration of supply away from individual holders toward funds and corporations.

MicroStrategy’s chairman Michael Saylor has cautioned:

“The digital gold rush ends ~January 7, 2035. Get your Bitcoin before there is no Bitcoin left for you.”