Mubadala Investment Company increased its exposure to digital assets in Q4 2025, according to newly released SEC Form 13F filings. The fund reported owning 12.7 million shares of the iShares Bitcoin Trust (IBIT), valued at $630.6 million as of December 31.
Moreover, the stake represents a 46% increase from the 8.7 million shares disclosed as of September 30. Therefore, the move signals continued institutional conviction despite elevated market volatility during the quarter.
Broader Abu Dhabi Participation
Additionally, Al Warda Investments RSC disclosed an 8.2 million-share position in IBIT valued at $408 million. Collectively, the two Abu Dhabi investors now hold approximately $1.386 billion in the ETF, underscoring coordinated capital allocation into spot Bitcoin exposure.
The Q4 positioning followed the sharp “10/10” crypto market correction, during which nearly $19 billion in leveraged positions were liquidated within hours. However, the increased allocations suggest a long-term strategic approach rather than short-term trading activity.
Expanding Digital Asset Strategy
The allocations align with the emirate’s broader digital asset initiatives. Notably, Abu Dhabi-backed MGX agreed a $2 billion investment in Binance in March last year. MGX, formed in 2024 with support from G42 and Mubadala, became a minority shareholder through the transaction, which was structured in stablecoin.
As a result, Abu Dhabi investors continue to deepen institutional participation across regulated crypto-linked vehicles and strategic blockchain platforms.
