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What about hive? — what our data shows

⚡ TradesZ research ·Updated June 24, 2026 ·~2 min read ·Grounded in SEC data

HIVE Digital Technologies mines Bitcoin using data centers powered largely by renewable energy — but it's now making a serious push to rent out that same computing power to companies that need it for artificial intelligence workloads.

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What our data shows

Our data on HIVE tells an interesting but complicated story. On the smart-money side, 141 big investment funds report holding it — and the names are serious: Berkshire Hathaway, Tiger Global, and Coatue are all in, which is a real signal of institutional interest. On the theme side, we tag HIVE under Bitcoin mining and AI compute — two of the hottest areas in markets right now — and the company has made a concrete bet on that pivot by snapping up a massive power site through its new AI-focused subsidiary. The catch is a couple of genuine red flags: their financial report is running late, which is never a great sign, and the company has been issuing a lot of new shares, which chips away at what existing shareholders own.

🟢 Institutional ownership (13F)
What you see
141 13F filings name HIVE — including top funds Berkshire Hathaway, Tiger Global Management, Coatue Management.
What it means
Large, well-known funds hold a long position here.
How to read it
13F positions are long positions (often read as bullish) — they lag ~45 days and guarantee nothing.
→ See smart money
Our research
What you see
HIVE: Riding the Bitcoin halving with AI‑ready data centers
What it means
Catalysts we track: Q2 FY2026 earnings release (covering quarter to June 30, 2026) with AI/HPC revenue breakout and updated Bitcoin cost metrics, expected August 2026.; Ramp‑up of Sweden power expansion adding ~30 MW capacity for mining and AI hosting through 2H 2026, with first racks fully energized by Q4 2026.; Deployment of next‑gen Bitcoin miners to reach targeted 5+ EH/s fleet capacity by late 2026, improving efficiency and production per megawatt..
How to read it
This is our research view (our own tier scoring) — not a smart-money flow signal and not advice.
→ Read the full analysis

The takeaway

Neutral

HIVE is a genuinely compelling story sitting at the crossroads of crypto and AI, but the late financials are the thing to watch — until those are filed cleanly, it's hard to know what you're actually buying into.

But watch out
Late-filing notification (NT 10-K) — financials may be delayed or restated.
📈
Before you buy

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Informational research, not personalized investment advice.