Major Funds Tied to MicroStrategy's Bitcoin: Global Investment Landscape Shifts

July 18, 2025
Major Funds Tied to MicroStrategy's Bitcoin: Global Investment Landscape Shifts
  • Major domestic funds, including the Growth Fund of America and Vanguard funds, hold shares of MicroStrategy, tying their performance to the company's bitcoin holdings.

  • Various derivatives like options and swaps are linked to MicroStrategy's stock, allowing investors to speculate on its future performance related to bitcoin.

  • While retail investors own over 99% of MicroStrategy's common stock, their ownership rights do not extend to the company's bitcoin assets, which are held separately.

  • MicroStrategy's stock is included in prominent indices such as the Nasdaq 100 and Russell 2000, increasing exposure through indexed funds.

  • The company has issued multiple series of bonds and preferred shares tied to its bitcoin assets, with trading influenced by both creditworthiness and bitcoin's market value.

  • MicroStrategy is in the process of qualifying for inclusion in the S&P 500, which could significantly expand the number of funds and securities linked to its bitcoin holdings.

  • The company holds approximately 601,550 bitcoin valued at around $71 billion, creating a complex network of global securities and funds associated with this digital asset.

  • Founder Michael Saylor controls 43.58% of voting power through Class B shares, which have ten times the voting rights of Class A shares, despite owning a small share of total stock.

  • International funds, including Norway’s sovereign wealth fund and the National Bank of Canada, also have exposure to MicroStrategy's stock.

Summary based on 1 source


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