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Oct 31 – Nov 6, 2025
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Treasury activity this week
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4,511 BTC |
$438.8M
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| Combined this week |
$438.8M
· 5 entities
6.3× last week
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| Last week: $70.1M · 8 entities |
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| Market |
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BTC |
$65.6K+6.4% 7d |
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F&G 22 · Extreme Fear |
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ETH |
$1.8K+9.3% 7d |
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F&G 47 · Neutral |
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SOL |
$73+13.1% 7d |
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F&G 52 · Neutral |
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The big picture
The Week
American Bitcoin Corp. (ABTC) dominated this week's treasury activity, acquiring 3,418 BTC ($392.4M) on November 4th — the largest single purchase in the tracked cohort. Across five distinct filers, corporate and quasi-sovereign BTC holdings grew by 4,511 BTC ($438.8M) in discrete transactions, with ABTC alone accounting for roughly 76 percent of the week's total. Strategy (MSTR) added 397 BTC ($46.0M) on November 3rd, while smaller players including Cango (CANG) and The Smarter Web Company (SWC.L) contributed modestly. A single 6 BTC reduction at BitFuFu (FUFU) had no material effect. The week's filings surfaced substantial cumulative disclosures — Hut 8 (HUT) revealed a total position of 13,696 BTC, up 3,029 BTC since last disclosure; BitMine Immersion Technologies (BMNR) disclosed 3,395,422 ETH, an increase of 82,353 ETH ($296.8M) across its holding period.
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Filings
Recent Purchases
~ Estimated value — the filing disclosed how many coins changed hands but no dollar figure, so we value it at the market price.
See filings as they land →
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Worth reading
Notable Filings
Hut 8 disclosed 13,696 BTC (cumulative, not this week's purchase), reflecting 3,029 BTC accumulated since its prior filing — a signal of persistent production-backed accumulation in the mining cohort. BitMine Immersion Technologies' 3,395,422 ETH total, with 82,353 ETH added since last disclosure, marks the week's standout Ethereum position reveal; the company continues its multi-period stacking cadence at material scale. Sequans Communications (SQNS) filed two separate BTC balance updates — 2,264 BTC and 3,234 BTC across different reporting periods — totaling 1,132 BTC of cumulative net growth. ABTC's 3,418 BTC purchase lacked an SEC filing link but was priced at $114,795.2 per coin on November 4th, suggesting a spot or near-spot execution. Strategy's smaller 397 BTC tranche on November 3rd at $114,771 per coin shows execution sequencing within a tight price band.
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Period-end balances
Disclosed This Week
These companies revealed their total balance-sheet position in a filing this week. The change shown is cumulative since each company's last disclosure — a multi-quarter figure, not a purchase made this week.
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Leaderboard
Top Five
The largest tracked holders overall — companies, funds, and governments — ranked by total position, not by this week's activity.
Full leaderboard →
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The breakdown
This Week by Asset
| Asset |
This week's activity |
Net USD · share |
 BTC
5 entities
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$438.8M
100.0%
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Cumulative period-end disclosures now dominate the week's narrative weight: five companies revealed balances totaling 19,218 BTC and 3,395,422 ETH across their holding periods — figures that dwarf the discrete 4,511 BTC in spot purchases reported by five active traders. This divergence illustrates the cohort's bifurcation: mining operators and ETH stackers report vast multi-period accumulations in quarterly filings, while corporate treasury buyers execute smaller, frequent spot acquisitions. The data suggests mining-scale holders remain the primary drivers of absolute position growth, even as spot-purchase announcements capture trading attention.
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— a briefing on corporate BTC, ETH, and SOL balance-sheet adoption from CorpStacking.
Editorial is not investment advice. Data sourced from SEC EDGAR, CoinGecko, and primary corporate filings.
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© 2026 J & M Sorce Holdings, LLC, d/b/a CorpStacking.
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