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Ark Invest boosts crypto stock holdings amid market slump

Catenaa, Friday, November 28, 2025- Ark Invest expanded its positions in several crypto-focused companies on Tuesday as prices fell across the sector.

A trade filing showed large purchases in Block, Circle Internet Group and Coinbase

The transactions came during a continued downturn in crypto markets driven by thin liquidity and uncertainty around broader economic conditions.

Ark bought $13.5 million in Block shares, $7.6 million in Circle and $3.86 million in Coinbase across its exchange traded funds.

Most of the buying took place through the Ark Innovation ETF, where Coinbase is the fourth largest holding at $391 million. Circle accounts for $179 million in the fund, while Block totals $85.2 million.

The firm also purchased $1.52 million in Bullish stock, $878,794 in Robinhood Markets and $2.8 million of its own Ark-21Shares spot bitcoin ETF.

Ark has increased its exposure to crypto-linked stocks in recent weeks as their valuations slipped.

Block closed at $63.69 on Tuesday, up nearly 3 percent for the day but down more than 20 percent this month. Circle ended at $70.11, down 3.62 percent on Tuesday and down about 51 percent over the past month. Coinbase dipped 0.72 percent and remains down 30 percent for the month.

The pullback in crypto-linked equities tracks a broader market retreat. Bitcoin trades at $87,948, well below the record high of $126,000 set six weeks ago as trading volumes remain light and macroeconomic uncertainty weighs on sentiment.