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, Q3 2024
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Sep 30, 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
- 344
- +32 vs. Q2 2024
- Shares held
- 51.7M
- +1.06M (+2.1%) vs. Q2 2024
- Total value
- $2.87B
- +$209.5M (+7.9%) vs. Q2 2024
- New holders
- 70
- 144 more added
- Sold out
- 38
- 54 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| Morgan Stanley | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $167 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3 | $167 | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 24 | $1.32K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 24 | $1.35K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 37,643 | $2.09K | 0.00% | +37,643 | New |
| FMR LLC | 39 | $2.17K | 0.00% | +37+1,850.0% | Added |
| Signaturefd, LLC | 40 | $2.22K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 81 | $4.50K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 88 | $5.00K | 0.00% | +88 | New |
| First Personal Financial Services | 100 | $5.55K | 0.00% | +100 | New |
| Iron Horse Wealth Management, LLC | 100 | $5.55K | 0.00% | +100 | New |
| Spectrum Wealth Counsel, LLC | 103 | $5.72K | 0.00% | +18+21.2% | Added |
| Royal Bank of Canada | 110 | $6.00K | 0.00% | +110 | New |
| Peoples Bank | 130 | $7.22K | 0.00% | +130 | New |
| HighMark Wealth Management LLC | 160 | $8.88K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 161 | $8.94K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 170 | $9.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 192 | $10.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 208 | $11.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 210 | $11.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 213 | $11.9K | 0.00% | +213 | New |
| Federation des caisses Desjardins du Quebec | 250 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 264 | $14.7K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 272 | $15.1K | 0.01% | +10+3.8% | Added |
| Baldwin Brothers Inc | 310 | $17.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 352 | $20.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 370 | $20.0K | 0.00% | +370 | New |
| Live Oak Investment Partners | – | $20.6K | 0.02% | – | – |
| Stonehage Fleming Financial Services Holdings Ltd | 378 | $21.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 409 | $22.7K | 0.00% | 00.0% | Unchanged |
| Avenir Tech Ltd | 436 | $24.2K | 0.11% | −3,846,452−100.0% | Reduced |
| Canton Hathaway, LLC | 475 | $26.0K | 0.01% | +475 | New |
| Rise Advisors, LLC | 500 | $27.8K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 503 | $27.9K | 0.00% | −95,807−99.5% | Reduced |
| Financial Gravity Companies, Inc. | 512 | $28.4K | 0.01% | +512 | New |
| Cordant, Inc. | 559 | $31.0K | 0.02% | +559 | New |
| Hexagon Capital Partners LLC | 570 | $31.7K | 0.01% | +570 | New |
| Jamison Private Wealth Management, Inc. | 571 | $31.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 593 | $32.9K | 0.01% | +593 | New |
| Massmutual Trust Co FSB | 600 | $33.3K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 622 | $34.5K | 0.02% | −1−0.2% | Reduced |
| AllSquare Wealth Management LLC | 665 | $36.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 725 | $40.2K | 0.00% | −64−8.1% | Reduced |
| Atlantic Private Wealth, LLC | 823 | $45.7K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 843 | $46.8K | 0.00% | +843 | New |
| Hantz Financial Services, Inc. | 880 | $49.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 800 | $50.8K | 0.01% | +649+429.8% | Added |
| Teachers Insurance & Annuity Association of America | 935 | $51.9K | 0.08% | +935 | New |
| Sandy Spring Bank | 960 | $53.3K | 0.00% | +151+18.7% | Added |
| Richard W. Paul & Associates, LLC | 1,129 | $62.7K | 0.02% | +364+47.6% | Added |
| Asset Dedication, LLC | 1,201 | $66.7K | 0.00% | +13+1.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,227 | $68.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,275 | $70.8K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,331 | $73.9K | 0.02% | +1,331 | New |
| Tortoise Investment Management, LLC | 1,383 | $76.8K | 0.01% | −423−23.4% | Reduced |
| Beacon Capital Management, LLC | 1,394 | $77.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,420 | $78.9K | 0.01% | +20+1.4% | Added |
| Centerpoint Advisors, LLC | 1,416 | $79.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,457 | $80.9K | 0.03% | +1,457 | New |
| ORG Partners LLC | 1,596 | $88.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,780 | $98.8K | 0.00% | +1,006+130.0% | Added |
| Avondale Wealth Management | 1,980 | $109.9K | 0.07% | −15−0.8% | Reduced |
| Ashburton (Jersey) Ltd | 2,099 | $113.0K | 0.04% | +2,099 | New |
| The PNC Financial Services Group, Inc. | 2,100 | $116.6K | 0.00% | +3+0.1% | Added |
| Covestor Ltd | 2,101 | $117.0K | 0.07% | +431+25.8% | Added |
| Rosenberg Matthew Hamilton | 2,219 | $123.2K | 0.03% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,307 | $128.1K | 0.05% | +913+65.5% | Added |
| MCF Advisors LLC | 2,373 | $131.8K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,434 | $135.2K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,460 | $136.6K | 0.04% | +500+25.5% | Added |
| Financial Perspectives, Inc | 2,487 | $138.1K | 0.05% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,658 | $147.6K | 0.02% | −2,008−43.0% | Reduced |
| IFP Advisors, Inc | 3,004 | $166.8K | 0.01% | +2,844+1,777.5% | Added |
| Archer Investment Corp | 3,135 | $174.1K | 0.05% | +1,934+161.0% | Added |
| Capital Performance Advisors LLP | 3,470 | $192.7K | 0.06% | +3,470 | New |
| Advisor Group Holdings, Inc. | 3,698 | $205.3K | 0.00% | −1,233−25.0% | Reduced |
| Captrust Financial Advisors | 3,738 | $207.6K | 0.00% | +3,738 | New |
| Foundations Investment Advisors, LLC | 3,814 | $211.8K | 0.00% | +3,814 | New |
| Clare Market Investments LLC | 3,845 | $213.5K | 0.06% | −30−0.8% | Reduced |
| Centaurus Financial, Inc. | 3,854 | $214.0K | 0.01% | −285−6.9% | Reduced |
| Kingsview Wealth Management, LLC | 3,863 | $214.5K | 0.00% | −8,390−68.5% | Reduced |
| Wealthcare Advisory Partners LLC | 3,885 | $215.7K | 0.01% | +3,885 | New |
| Strait & Sound Wealth Management LLC | 4,000 | $222.1K | 0.11% | 00.0% | Unchanged |
| Vestor Capital, LLC | 4,025 | $224.0K | 0.02% | +923+29.8% | Added |
| Larson Financial Group LLC | 4,086 | $226.9K | 0.01% | +2,812+220.7% | Added |
| Wealthspire Advisors, LLC | 4,100 | $227.7K | 0.00% | +180+4.6% | Added |
| Independent Financial Group, LLC | 4,264 | $236.8K | 0.01% | +4,264 | New |
| Exchange Capital Management, Inc. | 4,300 | $238.8K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 4,306 | $239.1K | 0.01% | +4,306 | New |
| Atlas Financial Advisors, Inc. | 4,361 | $242.2K | 0.38% | +348+8.7% | Added |
| Thrivent Financial for Lutherans | 4,367 | $243.0K | 0.00% | −5,077−53.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,426 | $245.8K | 0.02% | +4,426 | New |
| KKM Financial LLC | 4,500 | $249.9K | 0.12% | +4,500 | New |
| Cascade Financial Partners, LLC | 4,300 | $253.6K | 0.03% | +4,300 | New |