The unanimous buying by active asset managers suggests a shared thesis around BMNR's business model or upcoming catalysts. Monitor for any operational updates or earnings releases that could validate the accumulation thesis. The 45-day reporting lag means positions may have been adjusted since quarter-end.
Executive Summary
Six institutional investors accumulated $15.6M in BMNR during Q3 2026, led by a $13.4M new position from Assenagon Asset Management. No institutional sellers were reported, indicating strong conviction in the company's thesis. The cluster is dominated by active asset managers, suggesting a shared catalyst-driven thesis rather than passive rebalancing.
Key Financial Metrics
Institutional Positions
Net institutional flow: $15.6M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | NEW | +0% | $13.4M | $13.4M |
| Vontobel Holding | ADD | +52.8% | $2.0M | $1.3M |
| Farther Finance Advisors | ADD | +48.1% | $918.0K | $606.0K |
| Nisa Investment Advisors | DOUBLED | +858.4% | $203.0K | $192.0K |
| Assetmark | DOUBLED | +1757.5% | $20.0K | $19.0K |
| Td Waterhouse Canada | DOUBLED | +405.4% | $5.0K | $4.0K |
Key Facts
- 6 institutional buyers with net accumulation of $15.6M in Q3 2026
- Assenagon Asset Management initiated a $13.4M new position (508.8K shares)
- No institutional sellers reported
- Farther Finance Advisors added 48.1% to its position, now worth $918K
- Vontobel Holding increased by 52.8%, now holding $2.0M
- Nisa Investment Advisors and Assetmark both more than doubled their positions
Financial Impact
Institutional accumulation of $15.6M across 6 funds, with zero selling. The largest single move was a $13.4M new position by Assenagon Asset Management.
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end
- No insider buying corroboration provided in this filing cluster
- Small absolute dollar amounts from several buyers suggest limited conviction from smaller funds
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BMNR-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $21.81 | awaiting T+20 | — | — |
Oct 21, 2026 5d ago | Institutional Cluster | $22.50 | awaiting T+20 | — | — |
Oct 19, 2026 8d ago | 8-K | $21.57 | awaiting T+20 | — | — |
Oct 13, 2026 14d ago | 8-K | $23.49 | awaiting T+20 | — | — |
Oct 7, 2026 20d ago | 8-K | $24.66 | awaiting T+20 | — | — |
Oct 5, 2026 22d ago | 8-K | $26.79 | awaiting T+20 | — | — |
Sep 30, 2026 27d ago | 8-K | $26.43 | awaiting T+20 | — | — |
Sep 28, 2026 29d ago | 8-K | $26.84 $21.34 | ▼ −20.51% | ▼ −20.48% | — |
Sep 22, 2026 4w ago | Institutional Cluster | $28.76 $22.82 | ▼ −20.65% | ▼ −20.09% | — |
Sep 21, 2026 5w ago | 8-K | $28.25 $21.57 | ▼ −23.65% | ▼ −22.74% | — |
US Market Status
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