CANAAN INC
86 institutions still hold CANAAN INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Canaan Inc. (CAN, CUSIP 134748102) entered Q1 2026 with $100M of institutional 13F value across 78 institutional holders — a concentration profile appropriate for a specialized Bitcoin-mining hardware manufacturer whose primary business (ASIC mining rig design and manufacturing) is structurally tied to Bitcoin network hash-rate expansion, miner CapEx cycles, and Bitcoin price trajectory. The defining Q1 signal: five new positions opened in a 78-holder universe alongside Invesco adding $2M and Weiss Asset reducing $13M — rotation at the crypto-mining-manager tier reflecting differing views on mining-hardware competitive positioning (Canaan, Bitmain, MicroBT, Whatsminer) and post-halving economics. For smart-money trackers, CAN's institutional footprint is a proxy for Bitcoin-infrastructure-equipment sentiment at the mining-tooling tier — Canaan is a hardware supplier to miners, not a miner itself, so its institutional read is distinct from direct-mining operator names (RIOT, MSTR, CLSK) and instead reflects institutional conviction in the Bitcoin-network-capital-expenditure thesis at the upstream supplier tier.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.