Whale Investor Holdings

2026-06-22

Strategy's BTC flywheel stalls; $20B M&A lands over weekend — whale moves Jun 19–22

Strategy's weekly BTC purchase collapsed to 520 BTC ($34.9M) — the slowest since March 2026 and a 98.6% drop from April's peak — while ATM share sales accelerated 57% to $335.5M, with most proceeds flowing into a cash reserve rather than bitcoin. STRC preferred hit a record low of $82.53 on June 19, tightening the primary funding mechanism. Three major M&A deals filed: AbbVie acquires Apogee Therapeutics for $10.9B, CRH buys Arcosa for $8.5B at a 25% premium, and Booz Allen grabs Ultra Mission Solutions for $720M. SpaceX disclosed $100.8B in cash and launched its debut bond offering. Watch-list: NNDM DEFC14A still missing with record date tomorrow (Jun 23), GOSS settlement 8-K five days overdue, DELL Silver Lake 13D/A #15 overdue.

Whale Investor Holdings

Primo, Corre and Gilde make August 4–11 a sell-heavy whale tape

Saba's four-fund push dominates the July 28–August 4 whale tape

RA Capital and D. E. Shaw lead the July 21-28 whale tape

Gabelli and Karpus lead the July 14–21 whale tape

Strategy sells into the tape

Strategy rewrites whale tape

EcoR1 leads Jun 26 whale moves

Merck KGaA drops $11.3B on Bio-Techne — whale moves Jun 25

Ryan Cohen drops $125 hostile eBay bid: whale moves Jun 24

NNDM board dark on record date: whale moves Jun 23

Strategy's BTC flywheel stalls; $20B M&A lands over weekend — whale moves Jun 19–22

Murchinson proxy war at NNDM leads whale moves Jun 19