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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.

Q4 2024 vs. Q3 2024

How the institutions holding Fidelity Wise Origin Bitcoin Fund changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of FBTC: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3445531+192
Shares51.7M24.2K60.3M+8.70M (+16.8%)
Value$2.87B$1.38M$4.92B+$2.06B (+71.7%)

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (218)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 218 by value.

Institutions new to FBTC in Q4 2024
InstitutionSharesValue% of portfolio
Bracebridge Capital, LLC3,968,000$323.7M32.01%
ParaFi Capital LP1,175,000$95.9M22.97%
Sculptor Capital LP801,950$65.4M1.04%
Discovery Capital Management, LLC403,500$32.9M2.24%
Hunting Hill Global Capital, LLC380,495$31.0M13.93%
Kedalion Capital Management LLP216,103$17.6M0.71%
Simplex Trading, LLC163,744$13.4M0.38%
Heck Capital Advisors, LLC146,934$12.0M1.38%
Consolidated Portfolio Review Corp128,085$10.4M1.65%
StoneX Group Inc.123,536$10.1M0.55%
Citrine Capital LLC71,197$5.81M4.28%
Kaleidoscope Capital LP64,059$5.23M5.13%
Renaissance Technologies LLC59,200$4.83M0.01%
Spire Wealth Management54,958$4.48M0.14%
First Trust Advisors LP49,912$4.07M0.00%
Panoramic Capital, LLC48,354$3.94M3.14%
Milestone Asset Management Group, LLC47,277$3.86M3.45%
Empowered Funds, LLC46,906$3.83M0.06%
Senator Investment Group LP46,502$3.79M0.11%
Eaton Financial Holdings Company, LLC44,973$3.67M1.41%
Old Mission Capital LLC44,884$3.66M0.09%
Boston Private Wealth LLC42,309$3.45M0.06%
Vista Investment Partners II, LLC37,108$3.03M1.79%
Innovative Advisory Group, LLC37,041$3.02M2.69%
Avaii Wealth Management, LLC35,819$2.92M1.44%
Graham Capital Management, L.P.35,000$2.86M0.09%
Haven Private, LLC33,753$2.75M1.54%
CMG Global Holdings, LLC26,848$2.45M1.35%
Farringdon Capital, Ltd.25,692$2.10M0.87%
DRW Securities, LLC24,537$2.00M0.14%
LifeGoal Wealth Advisors19,375$1.58M1.71%
DecisionMap Wealth Management, LLC19,355$1.58M1.25%
Weil Company, Inc.17,220$1.40M0.49%
GK Wealth Management LLC17,008$1.39M1.76%
TCW Group Inc15,865$1.29M0.01%
Graypoint LLC15,614$1.27M0.08%
Strata Wealth Advisors, LLC14,373$1.17M0.37%
Keel Point, LLC13,579$1.11M0.09%
Advyzon Investment Management, LLC12,371$1.01M0.39%
Rahlfs Capital, LLC11,540$941.4K0.93%
Evoke Wealth, LLC10,129$826.3K0.02%
U.S. Capital Wealth Advisors, LLC8,601$701.7K0.02%
Werba Rubin Papier Wealth Management8,334$679.9K0.16%
Kercheville Advisors, LLC8,000$652.6K0.25%
Financial Sense Advisors, Inc.7,500$611.9K0.21%
Proficio Capital Partners LLC7,398$603.5K0.05%
Stonegate Investment Group, LLC7,292$594.9K0.02%
Raymond James Financial Inc7,071$576.9K0.00%
GR Financial Group, LLC7,051$575.2K0.10%
Fairview Capital Investment Management, LLC6,950$567.0K0.03%
Willis Johnson & Associates, Inc.6,895$562.5K0.04%
Silverlake Wealth Management LLC6,874$560.8K0.22%
Savant Capital, LLC6,743$550.1K0.00%
Sequoia Financial Advisors, LLC6,303$514.2K0.00%
Primoris Wealth Advisors, LLC6,295$513.5K0.39%
Wesbanco Bank Inc6,243$509.3K0.02%
Joel Isaacson & Co., LLC6,142$501.1K0.02%
Betterment LLC6,113$499.0K0.00%
Moneta Group Investment Advisors LLC6,100$497.6K0.01%
Inspirion Wealth Advisors, LLC5,908$497.4K0.07%
Eagle Global Advisors LLC6,050$493.6K0.02%
Whittier Trust Co6,000$489.5K0.01%
Fedenia Advisers LLC5,948$485.2K0.28%
Redhawk Wealth Advisors, Inc.5,707$465.6K0.06%
Ethos Financial Group, LLC5,595$456.4K0.06%
Thompson Davis & Co., Inc.5,565$454.0K0.29%
Brinker Capital Investments, LLC5,373$438.3K0.00%
Orion Portfolio Solutions, LLC5,373$438.3K0.00%
Epiq Partners, LLC5,334$435.1K0.24%
Essex Financial Services, Inc.5,264$429.5K0.03%
Warren Averett Asset Management, LLC5,185$423.0K0.01%
Smallwood Wealth Investment Management, LLC5,146$419.8K0.29%
Promethium Advisors,llc5,132$418.7K0.29%
Steel Peak Wealth Management LLC5,000$407.9K0.02%
Cantor Fitzgerald, L. P.4,987$406.8K0.02%
Drucker Wealth 3.0, LLC4,952$403.9K0.09%
Chilton Investment Co LLC4,876$397.8K0.01%
Clientfirst Wealth Management, LLC4,808$392.2K0.40%
United Capital Financial Advisers, LLC4,722$385.2K0.00%
Chicago Capital, LLC4,657$379.9K0.01%
Impact Partnership Wealth, LLC4,580$373.6K0.08%
Reyes Financial Architecture, Inc.4,455$363.4K0.29%
Avantax Advisory Services, Inc.4,367$356.3K0.00%
GWN Securities Inc.4,362$355.9K0.10%
Resources Investment Advisors, LLC.4,342$354.2K0.00%
Fairvoy Private Wealth, LLC4,322$352.6K0.09%
Kiker Wealth Management, LLC4,273$348.6K0.28%
Wealth Alliance4,196$342.3K0.04%
Ellis Investment Partners, LLC4,175$340.6K0.07%
AMG National Trust Bank4,115$338.7K0.01%
Silver Oak Securities, Inc4,091$336.8K0.03%
Tamar Securities, LLC4,023$328.2K0.05%
Commerce Bank3,980$324.7K0.00%
Walleye Capital LLC3,980$324.7K0.00%
Brighton Jones LLC3,954$322.6K0.01%
Congress Wealth Management LLC3,941$321.5K0.00%
Simon Quick Advisors, LLC3,939$321.3K0.02%
Guardian Wealth Advisors, LLC3,874$316.0K0.03%
McAdam, LLC3,861$315.0K0.02%
Tocqueville Asset Management L.P.3,860$314.9K0.00%

Sold out (26)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (5)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FBTC in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Sweeney & Michel, LLC8,503$510.4K
FinTrust Capital Advisors, LLC8,833$490.5K
Raymond James Financial Services Advisors, Inc.6,564$364.5K
M&R Capital Management Inc200$11.1K
First Personal Financial Services100$5.55K