Inst. Holders
50 funds
BITF
Keel Infrastructure Corp.
—
12-mo target$5.43 (+195.0%)
11 Institutional Exits Crypto & Blockchain
Snapshot
The big-picture read on BITF right now — valuation, ownership and activity at a glance.
Inst. Value
$514.9M
Inst. Activity
0 buys / 11 sells
Social Sentiment
79° Bullish
SEC Reports
3
Press Releases
4
Price chart
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — EXIT
0 shares ($0.00)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC Situational Awareness LP — EXIT
0 shares ($0.00)
A powerful institutional cluster formed in BITF during Q3 2025, with 9 major buyers accumulating $81.1M in net new posit
INST-CLUSTER — Impact 6/10
Keel Infrastructure Corp. (formerly Bitfarms Ltd.) filed an S-3ASR shelf registration to offer up to $1.5 billion in var
S-3ASR — Impact 3/10
Bitfarms reported strong 72% YoY revenue growth to $229 million in FY2025, but a significant loss from continuing operat
6-K — Impact 6/10
Bitfarms reported FY 2025 results with revenue up 72% YoY to $229 million, but a sharply wider loss from continuing oper
Impact 6/10
Mar 31, 2026 earnings
Mar 20, 2026 Press Bitfarms Reports Fiscal Year 2025 Results
Commercialization efforts underway at Panther Creek (PA), Sharon (PA), and Moses Lake (WA)
Bitfarms Ltd. shareholders have approved a plan to redomicile from Canada to the United States and rebrand as Keel Infra
Impact 6/10
Analyst ratings buy % -2.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 31, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jan 27, 2026 | Keefe, Bruyette & Woods | DOWNGRADE | Market Perform | 58% |
| Nov 14, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Nov 14, 2025 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Jul 21, 2025 | Jones Trading | INITIATE | Buy | 51% |
| Mar 27, 2025 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Dec 4, 2024 | Alliance Global Partners | INITIATE | Buy | 42% |
| Nov 14, 2024 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Oct 3, 2024 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Sep 23, 2024 | HC Wainwright & Co. | REITERATE | Buy | 43% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Aug 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jul 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jun 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
Price targets
Where 7 covering analysts think BITF trades over the next 12 months.
$5.43 +195.0% upside Strong Buy
Current$1.84 Low$3.00 Median$6.00 High$7.00 7 analysts
$3.00$7.00
Analyst rating None as of Mar 31, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
79°
Bullish
BearishNeutralBullish
Recent posts
Buy Semiconductor CapEx Instead of Memory You Monkey (DD on $VECO)
▲ 1 · 💬 8· ⚡ 0.5
Market is pricing $KEEL like a dead crypto miner because boomer algos literally cant read a ticker change
▲ 1 · 💬 0· ⚡ 0.5
$KEEL, speculative bitcoin miner to data center play backed by Leopold
▲ 1 · 💬 0· ⚡ 0.5
Pennystocks to Wheel
▲ 1 · 💬 1· ⚡ 0.5
$Keel Industries - Double Down DD
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 5.0/10.Plus 4 press releases.
BULLISHINST-CLUSTER6/10
A powerful institutional cluster formed in BITF during Q3 2025, with 9 major buyers accumulating $81
Jun 11, 2026
NEUTRALS-3ASR3/10
Keel Infrastructure Corp. (formerly Bitfarms Ltd.) filed an S-3ASR shelf registration to offer up to
Apr 7, 2026
MIXED6-K6/10
Bitfarms reported strong 72% YoY revenue growth to $229 million in FY2025, but a significant loss fr
Mar 31, 2026
MIXED6/10
Bitfarms reported FY 2025 results with revenue up 72% YoY to $229 million, but a sharply wider loss
Mar 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Mar 31, 2026
earnings
Bitfarms Reports Fiscal Year 2025 Results
Commercialization efforts underway at Panther Creek (PA), Sharon (PA), and Moses Lake (WA)
Mar 30, 2026
other
Bitfarms to Participate in Jefferies Fireside Chat
TORONTO, Ontario and NEW YORK, March 30, 2026 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ/TSX: BITF), a North American digital infr
Mar 27, 2026
short_interest
FTD: BITF — 443,934 shares ($0.9M) failed to deliver
Settlement: 20260327, Price: $2.05, FTD Value: $910,064.7, BITFARMS LTD COM (CAN)
Mar 20, 2026
activist
Bitfarms Shareholders Approve U.S. Redomiciliation Plan
On Track to Complete U.S. Redomiciliation and Rebrand to Keel Infrastructure on or About April 1, 2026 On Track to Complete U.S. Redomiciliation
Mar 17, 2026
earnings
Bitfarms Schedules Fourth Quarter 2025 Conference Call on March 31, 2026
TORONTO, Ontario and NEW YORK, March 17, 2026 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ/TSX: BITF) (“Bitfarms” or the “Company”), a North America
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
Institutional ownership
Which big funds own BITF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $514.9M total value (263,769,981 shares) as of 2026-Q1. Top holders: JANE, Situational, Situational. Net buying activity: 21 institutions added/increased vs 13 reduced.
Top holders — 2026-Q1
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JANE STREET GROUP, LLC | 20,818,071 | $40.8M | 7.9% | EXIT -100.0% |
| Situational Awareness Partners LP | 19,875,840 | $38.8M | 7.5% | — |
| Situational Awareness LP | 19,875,840 | $38.8M | 7.5% | EXIT -100.0% |
| JANE STREET GROUP, LLC | 17,249,600 | $33.8M | 6.6% | EXIT -100.0% |
| WELLS FARGO & COMPANY/MN | 15,000,000 | $29.3M | 5.7% | — |
| CITADEL ADVISORS LLC | 13,565,213 | $26.5M | 5.1% | EXIT -100.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,289,800 | $25.9M | 5.0% | — |
| Invesco Ltd. | 12,025,051 | $23.4M | 4.6% | — |
| Point72 Asset Management, L.P. | 11,612,813 | $22.6M | 4.4% | EXIT -100.0% |
| MORGAN STANLEY | 10,710,324 | $20.9M | 4.1% | EXIT -100.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | EXIT | 13,565,213 | 0 | -100.0% | $0.00 |
| Situational Awareness LP | EXIT | 19,875,840 | 0 | -100.0% | $0.00 |
| Value Aligned Research Advisors, LLC | EXIT | 7,815,121 | 0 | -100.0% | $0.00 |
| Connor, Clark & Lunn Investment Management Ltd. | EXIT | 7,886,241 | 0 | -100.0% | $0.00 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | EXIT | 7,004,659 | 0 | -100.0% | $0.00 |
| TD ASSET MANAGEMENT INC | EXIT | 5,523,350 | 0 | -100.0% | $0.00 |
| JANE STREET GROUP, LLC | EXIT | 20,818,071 | 0 | -100.0% | $0.00 |
| Point72 Asset Management, L.P. | EXIT | 11,612,813 | 0 | -100.0% | $0.00 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 7,767,131 | 0 | -100.0% | $0.00 |
| MORGAN STANLEY | EXIT | 10,710,324 | 0 | -100.0% | $0.00 |
All BITF filing & press-release reports (7)
- INST-CLUSTER reportJun 11, 2026
- S-3ASR reportApr 7, 2026
- 6-K reportMar 31, 2026
- PRESS-RELEASE reportMar 31, 2026
- PRESS-RELEASE reportMar 20, 2026
- PRESS-RELEASE reportMar 17, 2026
- PRESS-RELEASE reportMar 5, 2026