TLDR
- Spot Bitcoin ETFs in the United States attracted 257.7 million dollars on Tuesday, representing the strongest single-day performance since February’s opening weeks.
- Tuesday’s capital injection offset the previous day’s 203.8 million dollars in redemptions, moving the weekly balance into positive range.
- FBTC from Fidelity captured the top position with approximately 83 million dollars in fresh capital, while BlackRock’s IBIT secured second place with 79 million dollars.
- Data from Bloomberg analyst James Seyffart shows advisers and hedge funds reduced their positions by 25,000 BTC during the 2025 fourth quarter.
- Financial institutions maintain approximately 311,700 BTC in their portfolios following the fourth quarter reduction.
U.S.-traded Bitcoin ETFs pulled in $257.7 million during Tuesday’s trading session as Bitcoin climbed back toward $65,000. Data from SoSoValue confirms this represents the strongest daily performance since the opening weeks of February. The capital injection reversed prior redemptions and shifted the weekly balance into positive range.
Five-Week Outflow Pattern Ends for Bitcoin ETFs
Tuesday brought $257.7 million in new capital to Bitcoin ETFs, breaking a five-week pattern of net redemptions. SoSoValue tracking shows these products experienced $3.8 billion in withdrawals across that stretch. Tuesday’s performance surpassed Monday’s $203.8 million in outflows, bringing the weekly balance back to net positive.
Fidelity Wise Origin Bitcoin Fund captured approximately $83 million in incoming capital, based on Farside tracking. BlackRock’s iShares Bitcoin Trust secured the runner-up position with $79 million. Combined assets under management have decreased 30.5% year-to-date, sliding from $117 billion down to $81.3 billion.
Aggregate net inflows continue to exceed $54 billion through the current volatility. This figure reached above $62 billion during October 2025. Bitcoin hovered around $65,000 on Tuesday following a mild upward movement.
Institutions Reduce Holdings by 25,000 BTC During Fourth Quarter
James Seyffart, an ETF analyst at Bloomberg, revealed that advisers and hedge funds decreased their positions by 25,000 BTC throughout the fourth quarter of 2025. His calculations place these sales at roughly $1.6 billion using prevailing prices. Financial institutions continue to hold around 311,700 BTC, his research indicates.
These disclosed sales constitute a minor fraction of Bitcoin’s $1.3 trillion total market value. Market attitudes have stayed cautious through Tuesday’s ETF inflow activity. Analysts calculate approximately 9 million BTC currently sit below purchase prices.
This amount comprises roughly 45% of the total circulating supply. Current market values place these holdings beneath their original acquisition costs. Analysts attribute this condition to institutional selling activity during late 2025.
Matt Hougan, chief investment officer at Bitwise, commented on the market transformation Tuesday. His post on X stated, “You can’t jump from 100% to 0% speculation without moving through every stage in between.” The remarks came after data emerged showing approximately half of Bitcoin’s supply remains valued below acquisition prices.





