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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.

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.

Institutional holdersQ3 2024: 344 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 247 institutionsQ2 2024: 315 institutionsQ3 2024: 344 institutionsQ4 2024: 531 institutionsQ1 2025: 535 institutionsQ2 2025: 623 institutionsQ3 2025: 685 institutionsQ4 2025: 680 institutionsQ1 2026: 650 institutionsQ2 2026: 627 institutions
Value heldQ3 2024: $2.87B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $2.34BQ2 2024: $2.66BQ3 2024: $2.87BQ4 2024: $4.92BQ1 2025: $3.54BQ2 2025: $4.68BQ3 2025: $4.44BQ4 2025: $3.36BQ1 2026: $2.10BQ2 2026: $1.71B
Institutions holding FBTC and their total value by quarter
QuarterHoldersValue
Q2 2026627$1.71B
Q1 2026650$2.10B
Q4 2025680$3.36B
Q3 2025685$4.44B
Q2 2025623$4.68B
Q1 2025535$3.54B
Q4 2024531$4.92B
Q3 2024344$2.87B
Q2 2024315$2.66B
Q1 2024247$2.34B
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$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.

Institutions holding FBTC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rathbone Brothers plc25,500$1.42M0.01%00.0%Unchanged
Park Avenue Securities LLC24,550$1.36M0.02%+24,550New
Kestra Private Wealth Services, LLC23,904$1.33M0.02%+14,838+163.7%Added
Archetype Wealth Partners23,523$1.31M0.19%+245+1.1%Added
SMART Wealth LLC23,490$1.30M0.51%+10,417+79.7%Added
Allegheny Financial Group LTD22,834$1.27M0.31%+22,834New
Mercer Global Advisors Inc23,003$1.24M0.00%+149+0.7%Added
EP Wealth Advisors, LLC22,269$1.24M0.01%+277+1.3%Added
Childress Capital Advisors, LLC22,086$1.23M0.33%−4,500−16.9%Reduced
Life Line Wealth Management LLC22,054$1.22M0.44%00.0%Unchanged
Global Retirement Partners, LLC21,904$1.22M0.04%+2,274+11.6%Added
Capital Investment Advisors, LLC21,201$1.18M0.02%−557−2.6%Reduced
Ronald Blue Trust, Inc.22,134$1.16M0.02%+17+0.1%Added
Financial Designs Corp20,523$1.14M0.74%+8,301+67.9%Added
Libra Wealth LLC20,479$1.14M0.45%+12,296+150.3%Added
Vivaldi Capital Management, LLC19,695$1.09M0.32%00.0%Unchanged
Firestone Capital Management18,717$1.04M0.26%+1,821+10.8%Added
Advisory Services Network, LLC19,723$1.03M0.02%00.0%Unchanged
Financial Management Professionals, Inc.18,427$1.02M0.13%+660+3.7%Added
Traynor Capital Management, Inc.18,105$1.01M0.08%−172,714−90.5%Reduced
Meridian Wealth Management, LLC18,038$1.00M0.05%+18,038New
Gamco Investors, Inc. Et Al17,500$971.8K0.01%00.0%Unchanged
Cinctive Capital Management LP17,500$971.8K0.06%00.0%Unchanged
Private Advisor Group, LLC17,355$963.7K0.01%+1,816+11.7%Added
Waldron Private Wealth LLC17,235$957.0K0.04%+1,060+6.6%Added
Vista Wealth Management Group, LLC17,208$955.6K0.06%−15−0.1%Reduced
CIBC Private Wealth Group, LLC17,093$949.1K0.00%+4,065+31.2%Added
RSM US Wealth Management LLC17,539$947.5K0.01%+180+1.0%Added
Condor Capital Management17,013$944.7K0.09%−235−1.4%Reduced
Madison Park Capital Advisors, LLC16,783$932.0K0.70%+5,799+52.8%Added
Arete Wealth Advisors, LLC16,002$886.0K0.08%+16,002New
Lakeview Capital Partners, LLC15,620$867.4K0.14%+15,620New
Clearstead Advisors, LLC15,422$856.4K0.01%+11,434+286.7%Added
Great Valley Advisor Group, Inc.15,413$856.0K0.02%00.0%Unchanged
Mustard Seed Financial, LLC15,102$838.6K0.70%+4,212+38.7%Added
Nkcfo LLC15,000$833.0K0.40%00.0%Unchanged
Valeo Financial Advisors, LLC14,770$820.2K0.02%+151+1.0%Added
Wellspring Financial Advisors, LLC14,763$819.8K0.10%00.0%Unchanged
Marietta Wealth Management, LLC14,470$803.5K0.12%00.0%Unchanged
Almanack Investment Partners, LLC.14,307$794.5K0.12%−1,935−11.9%Reduced
Atomi Financial Group, Inc.14,057$780.6K0.05%+14,057New
Coston, McIsaac & Partners13,987$776.0K0.22%+9,310+199.1%Added
Pathstone Holdings, LLC13,893$771.5K0.00%−2,180−13.6%Reduced
Brown Advisory Inc13,836$768.3K0.00%+665+5.0%Added
Tradition Wealth Management, LLC13,402$744.2K0.07%+20.0%Added
Ancora Advisors, LLC13,294$738.2K0.02%+202+1.5%Added
Soltis Investment Advisors LLC12,963$719.8K0.07%+2,406+22.8%Added
AE Wealth Management LLC12,516$695.0K0.01%−1,126−8.3%Reduced
NTV Asset Management LLC12,500$694.1K0.09%+6,000+92.3%Added
Synergy Financial Group, LTD12,328$684.6K0.65%−23−0.2%Reduced
Colony Group, LLC13,494$661.8K0.00%−15,716−53.8%Reduced
SkyView Investment Advisors, LLC11,500$639.0K0.11%+11,500New
Roman Butler Fullerton & Co10,830$634.8K0.19%+4,758+78.4%Added
Hubbell Strickland Wealth Management, LLC11,121$617.5K0.29%+629+6.0%Added
Lionsbridge Wealth Management LLC11,079$615.2K0.49%+5,746+107.7%Added
Moors & Cabot, Inc.10,835$601.7K0.03%−227−2.1%Reduced
Belpointe Asset Management LLC10,800$599.7K0.04%+5,040+87.5%Added
Scotia Capital Inc.10,800$599.7K0.00%00.0%Unchanged
Samalin Investment Counsel, LLC10,780$598.6K0.26%+595+5.8%Added
National Asset Management, Inc.10,440$575.1K0.02%+628+6.4%Added
Able Wealth Management LLC10,134$562.7K0.43%+10,134New
Glaxis Capital Management, LLC10,000$555.3K2.17%00.0%Unchanged
Verus Financial Partners, Inc.10,156$548.2K0.06%+10,156New
3EDGE Asset Management, LP9,826$545.6K0.04%−9,407−48.9%Reduced
Access Financial Services, Inc.9,600$533.1K0.24%00.0%Unchanged
Bedel Financial Consulting, Inc.9,597$532.9K0.08%+9,597New
Allworth Financial LP9,580$532.0K0.00%+5,167+117.1%Added
Tru Independence Asset Management 2, LLC9,317$517.4K0.44%+9,317New
Sweeney & Michel, LLC8,503$510.4K0.20%+268+3.3%Added
Bleakley Financial Group, LLC9,088$504.7K0.02%+5,235+135.9%Added
Blue Square Asset Management, LLC9,028$501.3K0.27%00.0%Unchanged
MAI Capital Management9,007$500.2K0.00%−2,551−22.1%Reduced
Everett Harris & Co8,979$498.6K0.01%+8,979New
Mutual Advisors, LLC8,309$496.2K0.01%+454+5.8%Added
FinTrust Capital Advisors, LLC8,833$490.5K0.08%+2,982+51.0%Added
CRA Financial Services, LLC8,720$484.2K0.09%+2,476+39.7%Added
Johnson Investment Counsel Inc8,671$481.5K0.00%+246+2.9%Added
Sunbelt Securities, Inc.8,668$481.3K0.05%−2,019−18.9%Reduced
M. Kulyk & Associates, LLC8,481$470.9K0.09%−391−4.4%Reduced
Mission Wealth Management, LP8,479$470.9K0.01%+387+4.8%Added
Aries Wealth Management8,161$453.2K0.12%+3,205+64.7%Added
LBMC Investment Advisors, LLC7,745$430.1K0.03%+7,745New
Pure Financial Advisors, Inc.7,727$429.1K0.01%−47−0.6%Reduced
JSF Financial, LLC7,312$406.0K0.12%00.0%Unchanged
Berger Financial Group, Inc7,287$404.6K0.03%00.0%Unchanged
Regatta Capital Group, LLC7,209$400.3K0.08%+1,075+17.5%Added
Principle Wealth Partners LLC7,201$399.9K0.03%+7,201New
Financial Partners Group, Inc7,194$399.5K0.06%+721+11.1%Added
Aptus Capital Advisors, LLC7,191$399.3K0.01%+1,436+25.0%Added
Scientech Research LLC7,064$392.3K0.08%+7,064New
Upper Left Wealth Management, LLC7,602$389.5K0.34%+7,602New
Vantage Financial Partners, LLC6,950$385.9K0.10%+6,950New
Chicago Partners Investment Group LLC6,421$372.9K0.01%+1,695+35.9%Added
Parallel Advisors, LLC6,621$367.7K0.01%−1,009−13.2%Reduced
Raymond James Financial Services Advisors, Inc.6,564$364.5K0.00%+6,564New
Daymark Wealth Partners, LLC6,542$363.3K0.02%+6,542New
LaSalle St. Investment Advisors, LLC6,500$360.0K0.14%+6,500New
NewEdge Wealth, LLC6,418$356.4K0.01%00.0%Unchanged
Westover Capital Advisors, LLC6,410$355.9K0.07%+6,410New
Benchmark Financial Wealth Advisors, LLC6,372$353.8K0.12%+6,372New