It certainly fits into the mission of a hedge fund. They should probably get some non-custodial bitcoin, too, if they're serious about hedging.

There will be very few that will NOT have Bitcoin on their balance sheet, we are still early.
It makes too much sense, they will get it very soon. Good for the rest of us who actually have real coins :-)

It will be used as a store of value.
Companies cant just dilute their shares and do buybacks.

We're still early. They'r not scrambling through the door yet 😎