Fidelity Wise Origin Bitcoin Fund
FBTC- Exchange
- CBOE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001852317
No open-market purchases or sales by Fidelity Wise Origin Bitcoin Fund insiders were filed in the last 90 days; 627 institutions reported holding it in 13F filings for Q2 2026, worth $1.71B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 247
- +247 vs. Q4 2023
- Shares held
- 37.8M
- +37.8M vs. Q4 2023
- Total value
- $2.34B
- +$2.34B vs. Q4 2023
- New holders
- 247
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FBTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 627 | $1.71B |
| Q1 2026 | 650 | $2.10B |
| Q4 2025 | 680 | $3.36B |
| Q3 2025 | 685 | $4.44B |
| Q2 2025 | 623 | $4.68B |
| Q1 2025 | 535 | $3.54B |
| Q4 2024 | 531 | $4.92B |
| Q3 2024 | 344 | $2.87B |
| Q2 2024 | 315 | $2.66B |
| Q1 2024 | 247 | $2.34B |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 7,197 | $446.6K | 0.04% | +7,197 | New |
| Parallel Advisors, LLC | 7,206 | $447.2K | 0.01% | +7,206 | New |
| Pure Financial Advisors, Inc. | 7,268 | $451.1K | 0.01% | +7,268 | New |
| Am Investment Strategies LLC | 7,415 | $460.0K | 0.12% | +7,415 | New |
| Cantor Fitzgerald, L. P. | 7,503 | $465.6K | 0.11% | +7,503 | New |
| Apollon Wealth Management, LLC | 7,519 | $466.6K | 0.01% | +7,519 | New |
| JSF Financial, LLC | 7,737 | $480.2K | 0.15% | +7,737 | New |
| Mission Wealth Management, LP | 7,936 | $492.5K | 0.01% | +7,936 | New |
| Proficio Capital Partners LLC | 8,187 | $508.1K | 0.06% | +8,187 | New |
| Scotia Capital Inc. | 8,266 | $513.0K | 0.00% | +8,266 | New |
| Soltis Investment Advisors LLC | 8,313 | $515.9K | 0.06% | +8,313 | New |
| Central Trust Co | 8,319 | $516.3K | 0.01% | +8,319 | New |
| CIBC Private Wealth Group, LLC | 8,873 | $541.5K | 0.00% | +8,873 | New |
| Hubbell Strickland Wealth Management, LLC | 8,788 | $549.1K | 0.28% | +8,788 | New |
| M. Kulyk & Associates, LLC | 8,872 | $550.6K | 0.13% | +8,872 | New |
| Eschler Asset Management LLP | 9,000 | $558.5K | 0.36% | +9,000 | New |
| Coyle Financial Counsel LLC | 9,150 | $567.8K | 0.20% | +9,150 | New |
| Lionsbridge Wealth Management LLC | 9,365 | $581.2K | 0.45% | +9,365 | New |
| Wellington Wealth Strategies, LLC. | 9,390 | $582.7K | 0.28% | +9,390 | New |
| Access Financial Services, Inc. | 9,600 | $595.8K | 0.27% | +9,600 | New |
| Bank of Montreal | 9,778 | $608.9K | 0.00% | +9,778 | New |
| SMART Wealth LLC | 9,851 | $611.4K | 0.28% | +9,851 | New |
| Shay Capital LLC | 10,000 | $620.6K | 0.18% | +10,000 | New |
| Samalin Investment Counsel, LLC | 10,149 | $629.8K | 0.30% | +10,149 | New |
| Brown Advisory Inc | 10,835 | $672.4K | 0.00% | +10,835 | New |
| Colony Group, LLC | 10,942 | $679.0K | 0.01% | +10,942 | New |
| Gamco Investors, Inc. Et Al | 11,500 | $713.7K | 0.01% | +11,500 | New |
| MAI Capital Management | 11,558 | $717.3K | 0.01% | +11,558 | New |
| Synergy Financial Group, LTD | 11,927 | $740.2K | 0.83% | +11,927 | New |
| 3EDGE Asset Management, LP | 11,996 | $744.5K | 0.06% | +11,996 | New |
| Valeo Financial Advisors, LLC | 13,349 | $746.2K | 0.03% | +13,349 | New |
| Almanack Investment Partners, LLC. | 12,206 | $757.5K | 0.13% | +12,206 | New |
| Moors & Cabot, Inc. | 12,320 | $764.6K | 0.04% | +12,320 | New |
| Wolverine Trading, LLC | 12,663 | $785.9K | 0.01% | +12,663 | New |
| Mustard Seed Financial, LLC | 12,839 | $796.8K | 0.80% | +12,839 | New |
| AXS Investments LLC | 13,000 | $806.8K | 0.19% | +13,000 | New |
| Global Retirement Partners, LLC | 13,077 | $811.6K | 0.03% | +13,077 | New |
| SageView Advisory Group, LLC | 11,025 | $817.9K | 0.05% | +11,025 | New |
| Copperleaf Capital, LLC | 13,235 | $821.3K | 0.71% | +13,235 | New |
| Tradition Wealth Management, LLC | 13,419 | $832.8K | 0.08% | +13,419 | New |
| AlphaQ Advisors LLC | 13,605 | $844.3K | 0.51% | +13,605 | New |
| Guild Investment Management, Inc. | 14,070 | $873.2K | 1.12% | +14,070 | New |
| Thrivent Financial for Lutherans | 14,354 | $891.0K | 0.00% | +14,354 | New |
| Beaird Harris Wealth Management, LLC | 14,358 | $891.1K | 0.09% | +14,358 | New |
| Advisory Services Network, LLC | 14,436 | $895.9K | 0.02% | +14,436 | New |
| Renaissance Technologies LLC | 14,500 | $900.0K | 0.00% | +14,500 | New |
| Brown Brothers Harriman & Co | 14,579 | $904.8K | 0.01% | +14,579 | New |
| Mercer Global Advisors Inc | 14,900 | $925.0K | 0.00% | +14,900 | New |
| Ancora Advisors, LLC | 14,930 | $926.6K | 0.02% | +14,930 | New |
| Nkcfo LLC | 15,000 | $931.0K | 0.56% | +15,000 | New |
| Archetype Wealth Partners | 15,282 | $948.0K | 0.16% | +15,282 | New |
| Meridian Wealth Management, LLC | 15,276 | $948.0K | 0.16% | +15,276 | New |
| Great Valley Advisor Group, Inc. | 15,337 | $952.0K | 0.03% | +15,337 | New |
| Vivaldi Capital Management, LLC | 18,701 | $992.1K | 0.29% | +18,701 | New |
| Waldron Private Wealth LLC | 16,175 | $1.00M | 0.05% | +16,175 | New |
| TCW Group Inc | 16,200 | $1.01M | 0.01% | +16,200 | New |
| Highland Financial Advisors, LLC | 16,355 | $1.01M | 0.41% | +16,355 | New |
| Firestone Capital Management | 16,776 | $1.04M | 0.29% | +16,776 | New |
| Vista Wealth Management Group, LLC | 17,223 | $1.07M | 0.08% | +17,223 | New |
| Cinctive Capital Management LP | 17,500 | $1.09M | 0.06% | +17,500 | New |
| Condor Capital Management | 17,744 | $1.10M | 0.11% | +17,744 | New |
| Exencial Wealth Advisors, LLC | 17,787 | $1.10M | 0.04% | +17,787 | New |
| Resources Investment Advisors, LLC. | 18,171 | $1.13M | 0.02% | +18,171 | New |
| Two Sigma Securities, LLC | 19,078 | $1.18M | 0.06% | +19,078 | New |
| Financial Management Professionals, Inc. | 19,370 | $1.20M | 0.18% | +19,370 | New |
| EP Wealth Advisors, LLC | 21,068 | $1.31M | 0.02% | +21,068 | New |
| Life Line Wealth Management LLC | 22,054 | $1.37M | 0.52% | +22,054 | New |
| Ronald Blue Trust, Inc. | 22,117 | $1.37M | 0.02% | +22,117 | New |
| Lido Advisors, LLC | 22,828 | $1.42M | 0.01% | +22,828 | New |
| Abound Wealth Management | 24,162 | $1.50M | 0.57% | +24,162 | New |
| Bank of America Corp | 24,370 | $1.51M | 0.00% | +24,370 | New |
| Arbor Capital Management Inc | 28,362 | $1.58M | 1.50% | +28,362 | New |
| Rathbone Brothers plc | 25,500 | $1.58M | 0.01% | +25,500 | New |
| Ieq Capital, LLC | 25,531 | $1.58M | 0.02% | +25,531 | New |
| Sepio Capital, LP | 26,001 | $1.61M | 0.14% | +26,001 | New |
| Mills Wealth Advisors LLC | 26,163 | $1.62M | 1.19% | +26,163 | New |
| Childress Capital Advisors, LLC | 26,586 | $1.65M | 0.48% | +26,586 | New |
| Executive Wealth Management, LLC | 28,534 | $1.74M | 0.15% | +28,534 | New |
| Senator Investment Group LP | 28,419 | $1.76M | 0.08% | +28,419 | New |
| Wealth Enhancement Advisory Services, LLC | 30,527 | $1.89M | 0.00% | +30,527 | New |
| Boston Private Wealth LLC | 31,202 | $1.94M | 0.04% | +31,202 | New |
| PYA Waltman Capital, LLC | 32,220 | $2.00M | 0.74% | +32,220 | New |
| Stansberry Asset Management, LLC | 32,674 | $2.03M | 0.27% | +32,674 | New |
| Cambridge Investment Research Advisors, Inc. | 33,891 | $2.10M | 0.01% | +33,891 | New |
| Claar Advisors LLC | 35,000 | $2.17M | 0.70% | +35,000 | New |
| Cambridge Advisors Inc. | 36,988 | $2.30M | 0.54% | +36,988 | New |
| Dakota Wealth Management | 37,708 | $2.34M | 0.06% | +37,708 | New |
| Fiduciary Trust Co | 40,855 | $2.54M | 0.04% | +40,855 | New |
| Smart Money Group LLC | 50,308 | $2.60M | 1.01% | +50,308 | New |
| Peregrine Asset Advisers, Inc. | 42,391 | $2.63M | 1.05% | +42,391 | New |
| Nwam LLC | 43,602 | $2.70M | 0.22% | +43,602 | New |
| TownSquare Capital, LLC | 45,887 | $2.85M | 0.04% | +45,887 | New |
| Courage Capital Management LLC | 46,671 | $2.90M | 8.39% | +46,671 | New |
| D. E. Shaw & Co., Inc. | 47,000 | $2.92M | 0.00% | +47,000 | New |
| Empowered Funds, LLC | 50,191 | $3.11M | 0.06% | +50,191 | New |
| Sowell Financial Services LLC | 50,855 | $3.16M | 0.15% | +50,855 | New |
| Traynor Capital Management, Inc. | 56,135 | $3.48M | 0.33% | +56,135 | New |
| Beck Capital Management, LLC | 57,714 | $3.58M | 1.03% | +57,714 | New |
| Old Mission Capital LLC | 59,585 | $3.70M | 0.09% | +59,585 | New |
| Graham Capital Management, L.P. | 61,000 | $3.79M | 0.11% | +61,000 | New |