The October 2026 Digital Asset Fund Manager Survey by CoinShares, published on November 10, 2026, gathered insights from 28 investors managing approximately $642 billion in assets. The data shows that average digital asset allocation among these participants increased to 1.3%, rising from 1.2% in July 2026.
Bitcoin remains the primary asset for growth expectations among institutional managers. Sentiment toward Ethereum and Solana has also seen a slight improvement. Together, Bitcoin and Ethereum represent 47% of portfolio positioning responses, indicating their continued dominance in institutional strategies.
A significant shift in investment motivation has occurred, with 40% of respondents citing portfolio diversification as their primary goal. Conversely, speculative motives have declined, now accounting for less than 9% of the reasons provided by managers for their crypto investments.
Institutional interest is rotating toward newer tokens, with increased attention on Hyperliquid, SUI, Uniswap, NEAR, Aave, and Chainlink. Simultaneously, managers are moving away from multi-asset strategies and older altcoins, opting instead for more targeted selections of specific digital assets.
