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Institutions Disclosed $540 Million in Q4 Stakes in US Spot Solana ETFs

SEC Form 13F reports highlight concentrated ownership by major managers.

Overview

  • Bloomberg’s James Seyffart, citing mid‑February 13F filings, found the top 30 institutional holders reported more than $540 million in fourth‑quarter exposure to spot Solana ETFs.
  • Electric Capital led with $137.8 million and Goldman Sachs reported $107.4 million, with Elequin Capital, SIG Holding, and Multicoin Capital also among the largest holders.
  • Morgan Stanley and Citadel Advisors disclosed positions as well, reflecting allocations established after Bitwise listed the first SEC‑approved spot Solana ETF on Oct. 28.
  • The reported stakes correspond to roughly 4.3 million SOL backing those ETF shares, based on end‑of‑quarter calculations.
  • Cumulative inflows since launch have reached about $952 million, according to Farside Investors, while SOL slipped from $124.95 at Q4 close to roughly $86.53 as Eric Balchunas notes around half of ETF assets sit with 13F filers.