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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, Q4 2024

Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Dec 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
531
+192 vs. Q3 2024
Shares held
60.3M
+8.70M (+16.8%) vs. Q3 2024
Total value
$4.92B
+$2.06B (+71.7%) vs. Q3 2024
New holders
218
198 more added
Sold out
26
70 more reduced

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 531 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 heldQ4 2024: $4.92B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q3 2024.

Institutions holding FBTC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company1$730.00%00.0%Unchanged
Morgan Stanley1$820.00%00.0%Unchanged
FMR LLC2$1630.00%−37−94.9%Reduced
Koesten, Hirschmann & Crabtree, INC.3$2450.00%+3New
Crowley Wealth Management, Inc.5$4080.00%+5New
Fourth Dimension Wealth, LLC10$8160.00%+10New
Wolff Wiese Magana LLC11$8980.00%+11New
Bellwether Advisors, LLC12$9790.00%+12New
SWAN Capital LLC15$1.22K0.00%+15New
Frazier Financial Advisors, LLC19$1.57K0.00%+16+533.3%Added
Battery Global Advisors, LLC24$1.94K0.00%00.0%Unchanged
Financial Freedom, LLC24$1.98K0.00%00.0%Unchanged
PrairieView Partners, LLC25$2.00K0.00%+20+400.0%Added
Caitlin John, LLC25$2.04K0.00%+25New
Sachetta, LLC26$2.10K0.00%+26New
Global Wealth Strategies & Associates39$3.18K0.00%+39New
Birchbrook, Inc.40$3.26K0.00%+40New
NBT Bank N A54$4.41K0.00%+54New
Copia Wealth Management62$5.06K0.00%+62New
Avondale Wealth Management75$6.12K0.00%−1,905−96.2%Reduced
Tower Research Capital LLC (TRC)85$6.93K0.00%+85New
CKW Financial Group88$7.00K0.00%00.0%Unchanged
Assetmark, Inc92$7.50K0.00%+92New
Iron Horse Wealth Management, LLC100$8.16K0.00%00.0%Unchanged
Country Trust Bank114$9.30K0.00%+114New
Nova Wealth Management, Inc.115$9.37K0.01%+115New
Spectrum Wealth Counsel, LLC121$9.87K0.00%+18+17.5%Added
Belvedere Trading LLC122$9.95K0.00%+122New
Heritage Wealth Advisors130$10.6K0.00%+130New
Peoples Bank130$10.6K0.01%00.0%Unchanged
Castleview Partners, LLC128$10.9K0.01%+128New
Richards, Merrill & Peterson, Inc.158$12.9K0.01%+158New
HighMark Wealth Management LLC160$13.1K0.01%00.0%Unchanged
New Millennium Group LLC161$13.1K0.01%−47−22.6%Reduced
FSC Wealth Advisors, LLC161$13.1K0.01%00.0%Unchanged
Atlantic Trust, LLC170$13.9K0.00%00.0%Unchanged
Campbell Capital Management Inc175$14.3K0.01%+175New
Clark Wealth Partners190$15.5K0.01%+190New
Steward Partners Investment Advisory, LLC200$16.3K0.00%+200New
SJS Investment Consulting Inc.210$17.1K0.00%00.0%Unchanged
Finley Financial, LLC235$20.4K0.01%+235New
Parkside Financial Bank & Trust260$21.2K0.00%+260New
Group One Trading, L.P.272$22.2K0.00%+272New
UMA Financial Services, Inc.275$22.4K0.00%+275New
Halbert Hargrove Global Advisors, LLC282$23.0K0.00%+282New
SRS Capital Advisors, Inc.292$23.8K0.00%+100+52.1%Added
Headlands Technologies LLC294$24.0K0.00%−2,364−88.9%Reduced
Federation des caisses Desjardins du Quebec300$24.5K0.00%+50+20.0%Added
Colonial Trust Advisors300$24.5K0.00%+300New
Activest Wealth Management305$24.9K0.01%+305New
Pension & Wealth Management Advisors, Inc.316$25.8K0.01%+44+16.2%Added
Stephens Consulting, LLC323$26.4K0.01%+123+61.5%Added
Financial Network Wealth Advisors LLC354$28.9K0.05%+354New
Capital Analysts, LLC352$29.0K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC383$31.2K0.03%+383New
Bogart Wealth, LLC395$32.2K0.00%+395New
Newbridge Financial Services Group, Inc.450$36.7K0.01%+450New
Canton Hathaway, LLC475$39.0K0.01%00.0%Unchanged
Financial Gravity Companies, Inc.512$41.8K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC552$45.0K0.02%+552New
Cordant, Inc.559$45.6K0.02%00.0%Unchanged
Hexagon Capital Partners LLC570$46.5K0.01%00.0%Unchanged
Curio Wealth, LLC579$47.2K0.03%+579New
WR Wealth Planners, LLC593$48.4K0.02%00.0%Unchanged
Trust Co of Vermont600$48.9K0.00%+191+46.7%Added
Stonehage Fleming Financial Services Holdings Ltd615$50.2K0.00%+237+62.7%Added
Clarity Asset Management, Inc.624$50.9K0.03%+624New
Sound Income Strategies, LLC638$52.0K0.00%+374+141.7%Added
Royal Bank of Canada651$53.0K0.00%+541+491.8%Added
JPMorgan Chase & Co658$53.7K0.00%+445+208.9%Added
Aspect Partners, LLC660$53.9K0.03%+660New
Massmutual Trust Co FSB663$54.1K0.00%+63+10.5%Added
AllSquare Wealth Management LLC665$54.3K0.03%00.0%Unchanged
Perkins Coie Trust Co680$55.5K0.01%+680New
Hurley Capital, LLC670$57.6K0.05%+670New
Northwestern Mutual Wealth Management Co773$63.1K0.00%−70−8.3%Reduced
Golden State Wealth Management, LLC779$63.6K0.01%+779New
Atlantic Private Wealth, LLC823$67.1K0.05%00.0%Unchanged
Live Oak Investment Partners–$68.0K0.05%––
Huntington National Bank–$69.4K0.00%–New
Synergy Financial Management, LLC1,253$69.6K0.01%+1,253New
Hantz Financial Services, Inc.880$72.0K0.00%00.0%Unchanged
Teachers Insurance & Annuity Association of America935$76.3K0.10%00.0%Unchanged
Investment Counsel Co of Nevada1,037$84.6K0.21%+1,037New
Signaturefd, LLC1,083$88.4K0.00%+1,043+2,607.5%Added
Citizens National Bank Trust Department1,100$89.7K0.02%+1,100New
North Ridge Wealth Advisors, Inc.1,129$92.1K0.06%+1,129New
Cape Investment Advisory, Inc.1,150$93.8K0.04%+1,150New
Quest 10 Wealth Builders, Inc.1,242$101.3K0.10%+1,242New
Cornerstone Planning Group LLC1,160$102.6K0.03%+360+45.0%Added
Umb Bank N A1,275$104.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC1,389$113.3K0.01%+6+0.4%Added
Strategic Investment Solutions, Inc.1,422$116.0K0.04%+91+6.8%Added
Park Square Financial Group, LLC1,453$118.5K0.08%+1,453New
Asset Dedication, LLC1,594$130.0K0.01%+393+32.7%Added
Pathway Financial Advisers, LLC1,622$132.3K0.04%+1,000+160.8%Added
Silicon Valley Capital Partners1,750$142.8K0.02%+1,750New
Whittier Trust Co of Nevada Inc1,780$145.2K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1,853$151.2K0.01%+626+51.0%Added
Sugar Maple Asset Management, LLC1,905$155.4K0.12%+1,905New