Svmuu reported that Australian financial services firm Macquarie Group Ltd, in its 13F filing submitted in mid-May, compared its holdings between the periods ending December 31, 2025, and March 31, 2026. Its IBIT holdings decreased from 5.126 million shares to 4.139 million shares, a reduction of approximately 19.3%, with the corresponding asset value falling from around $255 million to $159 million. ETHA holdings dropped from 3.634 million shares to 3.289 million shares, a decrease of about 9.5%, with the asset value declining from approximately $81.5 million to $52.1 million.
In terms of crypto stocks, Macquarie Group cut its stake in Coinbase by 19%, increased its position in Circle by 188% to a value of $2.326 million as of the end of the first quarter, and added a new stake in BitMine valued at $4.153 million as of the end of the first quarter.