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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.

Q3 2024 vs. Q2 2024

How the institutions holding Fidelity Wise Origin Bitcoin Fund changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of FBTC: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3153344+32
Shares50.6M5.17K51.7M+1.06M (+2.1%)
Value$2.66B$271.5K$2.87B+$209.5M (+7.9%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to FBTC in Q3 2024
InstitutionSharesValue% of portfolio
Almitas Capital LLC1,115,370$61.9M21.89%
Atlas Wealth Partners, LLC204,214$11.3M17.29%
Fiduciary Alliance LLC46,018$2.56M0.34%
Nwam LLC43,832$2.43M0.15%
Panoramic Investment Advisors, LLC38,250$2.12M1.47%
Cetera Investment Advisers31,504$1.75M0.00%
Altfest L J & Co Inc27,526$1.53M0.20%
Executive Wealth Management, LLC26,352$1.46M0.11%
Park Avenue Securities LLC24,550$1.36M0.02%
Allegheny Financial Group LTD22,834$1.27M0.31%
Meridian Wealth Management, LLC18,038$1.00M0.05%
Arete Wealth Advisors, LLC16,002$886.0K0.08%
Lakeview Capital Partners, LLC15,620$867.4K0.14%
Atomi Financial Group, Inc.14,057$780.6K0.05%
SkyView Investment Advisors, LLC11,500$639.0K0.11%
Able Wealth Management LLC10,134$562.7K0.43%
Verus Financial Partners, Inc.10,156$548.2K0.06%
Bedel Financial Consulting, Inc.9,597$532.9K0.08%
Tru Independence Asset Management 2, LLC9,317$517.4K0.44%
Everett Harris & Co8,979$498.6K0.01%
LBMC Investment Advisors, LLC7,745$430.1K0.03%
Principle Wealth Partners LLC7,201$399.9K0.03%
Scientech Research LLC7,064$392.3K0.08%
Upper Left Wealth Management, LLC7,602$389.5K0.34%
Vantage Financial Partners, LLC6,950$385.9K0.10%
Raymond James Financial Services Advisors, Inc.6,564$364.5K0.00%
Daymark Wealth Partners, LLC6,542$363.3K0.02%
LaSalle St. Investment Advisors, LLC6,500$360.0K0.14%
Westover Capital Advisors, LLC6,410$355.9K0.07%
Benchmark Financial Wealth Advisors, LLC6,372$353.8K0.12%
True North Advisors, LLC6,132$340.5K0.09%
ExodusPoint Capital Management, LP5,800$322.0K0.00%
Guidance Point Advisors, LLC5,765$320.1K0.09%
Peloton Wealth Strategists5,650$314.0K0.12%
Cerity Partners LLC5,399$299.8K0.00%
JB Capital LLC5,160$286.5K0.02%
Running Point Capital Advisors, LLC5,134$285.1K0.11%
LPL Financial LLC5,129$284.8K0.00%
Waddell & Associates, LLC5,082$282.2K0.03%
Total Investment Management Inc5,041$279.9K0.03%
Cardiff Park Advisors, LLC5,000$277.6K0.03%
IVC Wealth Advisors LLC4,575$254.1K0.14%
Cascade Financial Partners, LLC4,300$253.6K0.03%
KKM Financial LLC4,500$249.9K0.12%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,426$245.8K0.02%
Change Path, LLC4,306$239.1K0.01%
Independent Financial Group, LLC4,264$236.8K0.01%
Wealthcare Advisory Partners LLC3,885$215.7K0.01%
Foundations Investment Advisors, LLC3,814$211.8K0.00%
Captrust Financial Advisors3,738$207.6K0.00%
Capital Performance Advisors LLP3,470$192.7K0.06%
Ashburton (Jersey) Ltd2,099$113.0K0.04%
Raleigh Capital Management Inc.1,457$80.9K0.03%
Strategic Investment Solutions, Inc.1,331$73.9K0.02%
Teachers Insurance & Annuity Association of America935$51.9K0.08%
Northwestern Mutual Wealth Management Co843$46.8K0.00%
WR Wealth Planners, LLC593$32.9K0.01%
Hexagon Capital Partners LLC570$31.7K0.01%
Cordant, Inc.559$31.0K0.02%
Financial Gravity Companies, Inc.512$28.4K0.01%
Canton Hathaway, LLC475$26.0K0.01%
NBC Securities, Inc.370$20.0K0.00%
JPMorgan Chase & Co213$11.9K0.00%
Peoples Bank130$7.22K0.00%
Royal Bank of Canada110$6.00K0.00%
First Personal Financial Services100$5.55K0.00%
Iron Horse Wealth Management, LLC100$5.55K0.00%
CKW Financial Group88$5.00K0.00%
Kovitz Investment Group Partners, LLC37,643$2.09K0.00%
PrairieView Partners, LLC5$00.00%

Sold out (38)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of FBTC in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Hunting Hill Global Capital, LLC531,739$27.9M
DRW Securities, LLC109,836$5.76M
Kamunting Street Capital Management, L.P.90,000$4.72M
IMC-Chicago, LLC87,515$4.59M
Cantor Fitzgerald, L. P.73,292$3.84M
Point72 Asset Management, L.P.57,192$3.00M
Graham Capital Management, L.P.51,000$2.68M
Old Mission Capital LLC49,780$2.61M
Boston Private Wealth LLC33,202$1.74M
Senator Investment Group LP28,419$1.49M
Resources Investment Advisors, LLC.23,392$1.23M
Proficio Capital Partners LLC20,094$1.05M
Coyle Financial Counsel LLC9,150$567.8K
Correct Capital Wealth Management9,725$510.2K
Smallwood Wealth Investment Management, LLC6,803$356.9K
Sugar Maple Asset Management, LLC5,505$288.8K
Zuckerman Investment Group, LLC5,000$262.3K
Gibson Capital, LLC4,728$248.0K
Silverlake Wealth Management LLC4,492$235.7K
Delap Wealth Advisory, LLC4,470$234.5K
Walleye Capital LLC4,370$229.3K
Brinker Capital Investments, LLC4,344$227.9K
Orion Portfolio Solutions, LLC4,344$227.9K
United Community Bank4,183$219.4K
Florida Financial Advisors, LLC4,139$217.1K
First National Corp3,929$206.1K
Simplicity Wealth,LLC3,853$202.1K
Spartan Fund Management Inc.2,500$131.2K
Tower Research Capital LLC (TRC)625$32.8K
Lynx Investment Advisory350$18.4K
Colonial Trust Advisors300$15.7K
Newbridge Financial Services Group, Inc.282$14.8K
Chris Bulman Inc250$13.1K
Ashton Thomas Private Wealth, LLC180$9.44K
Hollencrest Capital Management170$8.92K
Castleview Partners, LLC80$4.20K
Camelot Portfolios, LLC36$1.89K
Financial Network Wealth Advisors LLC9$472

Not filed for Q3 2024 yet (3)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FBTC in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Buckingham Strategic Wealth, LLC4,570$239.7K
Sofos Investments, Inc.512$26.9K
Private Ocean, LLC93$4.87K