Seven Grand Managers disclosed that it has purchased an additional 750,000 shares of Galaxy Digital, raising its total holding to 2 million shares. The new stake is worth $67.6 million as of September 30, 2025, and represents an additional $40.2 million based on the quarterly average share price.
Galaxy Digital reported strong third‑quarter 2025 results, with revenue of $29.22 billion and earnings per share of $1.19, both beating consensus estimates. The company’s net income rose to $505 million and adjusted EBITDA reached $629 million, reflecting disciplined cost management and a favorable mix of high‑margin digital‑asset services and AI/HPC infrastructure contracts.
Seven Grand Managers’ decision to increase its stake aligns with Galaxy Digital’s pivot from traditional cryptocurrency mining to a dual‑focus model that emphasizes AI and high‑performance computing data‑center services. The company’s Helios campus in West Texas is being repurposed to host AI cloud providers such as CoreWeave, and the firm has secured a $1.4 billion project‑financing facility to support this expansion. The asset manager’s investment signals confidence in the company’s ability to capture growing demand for AI‑driven computing power while maintaining a diversified revenue base.
The stake increase does not alter Galaxy Digital’s ownership structure, but it strengthens the company’s governance profile by adding a large, long‑term institutional shareholder. Institutional backing of this magnitude is often viewed by markets as a vote of confidence in a company’s strategic direction and financial prospects.
The broader market context shows a rising trend of institutional investors allocating capital to crypto‑related equities and AI infrastructure firms. Analysts have noted Galaxy Digital’s robust Q3 performance and its strategic shift as key drivers of its valuation, and the company’s recent financing rounds underscore its capacity to scale the Helios data‑center platform.
The investment also highlights the growing appetite among large asset managers for exposure to digital‑asset and AI sectors amid a broader market pullback, suggesting that Galaxy Digital’s diversified strategy is resonating with investors seeking new growth avenues.
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