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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 1,909 | $155.7K | 0.06% | +780+69.1% | Added |
| Centerpoint Advisors, LLC | 2,026 | $165.0K | 0.06% | +610+43.1% | Added |
| Beacon Capital Management, LLC | 2,069 | $168.8K | 0.02% | +675+48.4% | Added |
| The PNC Financial Services Group, Inc. | 2,209 | $180.2K | 0.00% | +109+5.2% | Added |
| Rosenberg Matthew Hamilton | 2,219 | $181.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,287 | $186.6K | 0.01% | +2,287 | New |
| Advisor Group Holdings, Inc. | 2,423 | $197.7K | 0.00% | −1,275−34.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,435 | $198.6K | 0.06% | −25−1.0% | Reduced |
| MCF Advisors LLC | 2,450 | $199.9K | 0.01% | +77+3.2% | Added |
| Broadway Wealth Solutions, Inc. | 2,458 | $200.5K | 0.15% | +2,458 | New |
| Vista Finance, LLC | 2,485 | $202.7K | 0.21% | +2,485 | New |
| Able Wealth Management LLC | 2,500 | $203.9K | 0.13% | −7,634−75.3% | Reduced |
| Calamos Wealth Management LLC | 2,500 | $203.9K | 0.01% | +2,500 | New |
| Alan B. Lancz & Associates, Inc. | 2,500 | $203.9K | 0.21% | +2,500 | New |
| Drive Wealth Management, LLC | 2,532 | $206.6K | 0.05% | +2,532 | New |
| Prime Capital Investment Advisors, LLC | 2,548 | $207.9K | 0.00% | +2,548 | New |
| IFG Advisors, LLC | 2,561 | $208.9K | 0.04% | +2,561 | New |
| Buckley Wealth Management, LLC | 2,610 | $212.9K | 0.07% | +2,610 | New |
| Grimes & Company, Inc. | 2,624 | $214.0K | 0.01% | +2,624 | New |
| Leo Wealth, LLC | 2,636 | $215.1K | 0.02% | +2,636 | New |
| Financial Perspectives, Inc | 2,652 | $216.3K | 0.07% | +165+6.6% | Added |
| Old Mission Investment Co LLC | 2,654 | $216.5K | 0.06% | +2,654 | New |
| Cobblestone Asset Management LLC | 2,704 | $220.6K | 0.14% | +2,704 | New |
| Smith Anglin Financial, LLC | 2,708 | $220.9K | 0.02% | +2,708 | New |
| Visionary Wealth Advisors | 2,744 | $223.9K | 0.01% | +2,744 | New |
| Juncture Wealth Strategies, LLC | 2,769 | $225.9K | 0.08% | +2,769 | New |
| New Republic Capital, LLC | 2,770 | $226.0K | 0.15% | +2,770 | New |
| Southern Style Financial, Inc. | 2,792 | $227.7K | 0.18% | +2,792 | New |
| Wealth Effects LLC | 2,815 | $229.6K | 0.08% | +2,815 | New |
| CLG LLC | 2,817 | $229.8K | 0.08% | +2,817 | New |
| Endowment Wealth Management, Inc. | 2,818 | $229.9K | 0.15% | +2,818 | New |
| Veracity Capital LLC | 2,859 | $233.3K | 0.08% | +2,859 | New |
| Prosperity Planning, Inc. | 2,900 | $236.6K | 0.08% | +2,900 | New |
| Sandbox Financial Partners, LLC | 2,914 | $237.7K | 0.08% | +2,914 | New |
| KMG Fiduciary Partners, LLC | 2,918 | $238.1K | 0.02% | +2,918 | New |
| BankPlus Trust Department | 2,927 | $238.8K | 0.08% | +2,927 | New |
| Strategies Wealth Advisors, LLC | 2,812 | $239.3K | 0.03% | +2,812 | New |
| Sandy Spring Bank | 2,955 | $241.1K | 0.01% | +1,995+207.8% | Added |
| Bokf, NA | 2,938 | $242.9K | 0.00% | +2,938 | New |
| Rehmann Capital Advisory Group | 2,984 | $243.5K | 0.02% | +2,984 | New |
| Wealth Group Ltd | 2,997 | $244.5K | 0.07% | +2,997 | New |
| Clarus Group, Inc. | 3,000 | $244.7K | 0.09% | +3,000 | New |
| Rainier Family Wealth Inc | 3,000 | $244.7K | 0.30% | +3,000 | New |
| Brogan Financial, Inc. | 3,049 | $248.7K | 0.12% | +3,049 | New |
| Kagan Cocozza Asset Management | 3,060 | $249.6K | 0.21% | +3,060 | New |
| Raleigh Capital Management Inc. | 3,080 | $251.3K | 0.10% | +1,623+111.4% | Added |
| Gitterman Wealth Management, LLC | 3,111 | $253.8K | 0.11% | +3,111 | New |
| Archer Investment Corp | 3,132 | $255.5K | 0.07% | −3−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 3,134 | $255.7K | 0.05% | +700+28.8% | Added |
| L.M. Kohn & Company | 3,135 | $255.8K | 0.07% | +3,135 | New |
| Geneva Partners, LLC | 3,141 | $256.2K | 0.10% | +3,141 | New |
| Crestwood Advisors Group LLC | 3,146 | $256.7K | 0.00% | +3,146 | New |
| Lindbrook Capital, LLC | 3,170 | $258.6K | 0.02% | +1,750+123.2% | Added |
| Gilman Hill Asset Management, LLC | 3,195 | $260.6K | 0.05% | +3,195 | New |
| Transcend Wealth Collective, LLC | 3,200 | $261.1K | 0.02% | +3,200 | New |
| Gerber, LLC | 3,263 | $266.2K | 0.19% | +3,263 | New |
| Five Pine Wealth Management | 3,288 | $268.2K | 0.23% | +3,288 | New |
| Wealth Management Nebraska | 3,300 | $269.2K | 0.04% | +3,300 | New |
| Regency Capital Management Inc. | 3,316 | $270.5K | 0.15% | +3,316 | New |
| AlTi Global, Inc. | 3,336 | $272.2K | 0.01% | +3,336 | New |
| Jump Financial, LLC | 3,339 | $272.4K | 0.01% | +3,339 | New |
| RMR Capital Management, LLC | 3,356 | $273.8K | 0.20% | +3,356 | New |
| Pensionmark Financial Group, LLC | 3,364 | $274.5K | 0.01% | +3,364 | New |
| Franklin Resources Inc | 3,390 | $276.6K | 0.00% | +3,390 | New |
| Insigneo Advisory Services, LLC | 3,392 | $276.7K | 0.03% | +3,392 | New |
| Diversify Wealth Management, LLC | 3,374 | $279.0K | 0.02% | +3,374 | New |
| 180 Wealth Advisors, LLC | 3,430 | $279.8K | 0.04% | +3,430 | New |
| ORG Partners LLC | 3,433 | $280.1K | 0.04% | +1,837+115.1% | Added |
| Capital Performance Advisors LLP | 3,470 | $283.1K | 0.09% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,475 | $283.5K | 0.05% | +3,475 | New |
| Strategic Wealth Partners, Ltd. | 3,377 | $283.9K | 0.02% | +3,377 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,493 | $284.9K | 0.04% | +3,493 | New |
| Beacon Investment Advisory Services, Inc. | 3,500 | $285.5K | 0.01% | +3,500 | New |
| Wedmont Private Capital | 3,471 | $287.0K | 0.02% | +3,471 | New |
| National Wealth Management Group, LLC | 3,575 | $291.6K | 0.19% | +3,575 | New |
| MTM Investment Management, LLC | 3,609 | $294.4K | 0.11% | +3,609 | New |
| Ritholtz Wealth Management | 3,634 | $296.5K | 0.01% | +3,634 | New |
| MONECO Advisors, LLC | 3,681 | $300.3K | 0.03% | +3,681 | New |
| NorthStar Asset Management LLC | 3,720 | $303.5K | 0.19% | +3,720 | New |
| IFP Advisors, Inc | 3,727 | $304.0K | 0.01% | +723+24.1% | Added |
| Clear Creek Financial Management, LLC | 3,736 | $304.8K | 0.03% | +3,736 | New |
| Founders Financial Securities LLC | 3,741 | $305.2K | 0.03% | +3,741 | New |
| Sandy Cove Advisors, LLC | 3,742 | $305.3K | 0.12% | +3,742 | New |
| Cascade Financial Partners, LLC | 3,750 | $305.9K | 0.04% | −550−12.8% | Reduced |
| Empower Advisory Group, LLC | 3,751 | $306.0K | 0.00% | +3,751 | New |
| IVC Wealth Advisors LLC | 3,800 | $310.0K | 0.17% | −775−16.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,808 | $310.7K | 0.01% | −789−17.2% | Reduced |
| Wolverine Trading, LLC | 3,785 | $311.6K | 0.01% | +3,785 | New |
| Oakworth Capital, Inc. | 3,836 | $312.9K | 0.02% | +3,833+127,766.7% | Added |
| Centaurus Financial, Inc. | 3,854 | $314.0K | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 3,860 | $314.9K | 0.00% | +3,860 | New |
| McAdam, LLC | 3,861 | $315.0K | 0.02% | +3,861 | New |
| Guardian Wealth Advisors, LLC | 3,874 | $316.0K | 0.03% | +3,874 | New |
| Simon Quick Advisors, LLC | 3,939 | $321.3K | 0.02% | +3,939 | New |
| Congress Wealth Management LLC | 3,941 | $321.5K | 0.00% | +3,941 | New |
| Brighton Jones LLC | 3,954 | $322.6K | 0.01% | +3,954 | New |
| Commerce Bank | 3,980 | $324.7K | 0.00% | +3,980 | New |
| Walleye Capital LLC | 3,980 | $324.7K | 0.00% | +3,980 | New |
| Strait & Sound Wealth Management LLC | 4,000 | $326.3K | 0.15% | 00.0% | Unchanged |
| Tamar Securities, LLC | 4,023 | $328.2K | 0.05% | +4,023 | New |