Institutional investors, funds, and publicly traded companies are steadily increasing their Bitcoin holdings, now accounting for 12.3% of the total Bitcoin supply.
As reported by the Bitcoin analytics platform Ecoinometrics, this percentage has seen a significant rise over the past year. Institutional investments have grown by 5% in just twelve months, contributing to an impressive surge of over 80% in Bitcoin’s price during that same period.
Organizations such as exchange-traded funds (ETFs), sovereign wealth funds, and corporate treasuries collectively possess billions of dollars worth of BTC—well beyond one million coins.
The Emergence of Bitcoin Treasuries
This market evolution is exemplified by the emergence of companies like Strategy and Metaplanet that focus on accumulating Bitcoin reserves. For instance, Strategy currently holds more than 638,400 BTC—over 3% of the total circulating supply. Meanwhile, Japan’s Metaplanet has quickly amassed over 20,000 BTC and is rapidly ascending among corporate holders.
Their approaches involve aggressive strategies for acquiring more Bitcoins through tailored equity issuance policies and innovative balance sheet management aimed at maximizing their exposure to BTC as a reserve asset.
Major players on Wall Street are also adapting to this new trend. In June 2025, JPMorgan started accepting shares from Bitcoin ETFs as collateral for loans while collaborating with Coinbase to enable Chase credit card users to directly fund cryptocurrency purchases.
This ongoing integration into lending practices and wealth management signifies how normalized Bitcoin has become within traditional finance circles—ultimately enhancing liquidity across the entire ecosystem.
With $7.5 trillion currently held in money market funds seeking new investment opportunities, it is likely that institutional accumulation of Bitcoins will continue its upward trajectory.
The Shift in Bitcoin Supply from Retail Investors to Institutions
A particularly noteworthy trend is the migration of Bitcoin supply away from early adopters and retail investors towards larger funds and corporations.
Recent on-chain data indicates a significant shift in address distribution along with increased outflows from exchanges over the last two years; this underscores how major players are consolidating their share of limited supplies. As Michael Saylor—the founder and chairman at Strategy—cautioned:
“The digital gold rush ends around January 7th, 2035. Acquire your Bitcoins before they run out.”
This rapid adoption by institutions is tightening liquidity further; available Bitcoins are becoming increasingly scarce which supports rising prices during each influx phase.
Pioneering treasury strategies implemented by firms like Strategy and Metaplanet set new benchmarks while banking giants such as JPMorgan actively endorse these assets more than ever before.
This continuous consolidation could fundamentally alter perceptions surrounding Bitcoin since its ownership transitions from retail hands into institutional wallets.
Institutional demand now stands as one of the most influential forces affecting both short-term fluctuations alongside shaping long-term prospects for this leading cryptocurrency.