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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
Waddell & Associates, LLC4,110$335.3K0.03%−972−19.1%Reduced
Silver Oak Securities, Inc4,091$336.8K0.03%+4,091New
AMG National Trust Bank4,115$338.7K0.01%+4,115New
Ellis Investment Partners, LLC4,175$340.6K0.07%+4,175New
Wealth Alliance4,196$342.3K0.04%+4,196New
Kiker Wealth Management, LLC4,273$348.6K0.28%+4,273New
Exchange Capital Management, Inc.4,300$350.8K0.06%00.0%Unchanged
Wealthcare Advisory Partners LLC4,319$352.3K0.01%+434+11.2%Added
Fairvoy Private Wealth, LLC4,322$352.6K0.09%+4,322New
Resources Investment Advisors, LLC.4,342$354.2K0.00%+4,342New
GWN Securities Inc.4,362$355.9K0.10%+4,362New
Avantax Advisory Services, Inc.4,367$356.3K0.00%+4,367New
Change Path, LLC4,379$357.2K0.01%+73+1.7%Added
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,429$361.3K0.03%+3+0.1%Added
Reyes Financial Architecture, Inc.4,455$363.4K0.29%+4,455New
KKM Financial LLC4,500$367.1K0.15%00.0%Unchanged
Impact Partnership Wealth, LLC4,580$373.6K0.08%+4,580New
Belpointe Asset Management LLC7,329$375.7K0.02%−3,471−32.1%Reduced
Total Investment Management Inc4,624$377.2K0.05%−417−8.3%Reduced
Chicago Capital, LLC4,657$379.9K0.01%+4,657New
United Capital Financial Advisers, LLC4,722$385.2K0.00%+4,722New
Titleist Asset Management, LLC4,742$386.9K0.04%−808−14.6%Reduced
Lake Street Advisors Group, LLC4,790$390.8K0.02%00.0%Unchanged
Clientfirst Wealth Management, LLC4,808$392.2K0.40%+4,808New
Chilton Investment Co LLC4,876$397.8K0.01%+4,876New
Drucker Wealth 3.0, LLC4,952$403.9K0.09%+4,952New
Cantor Fitzgerald, L. P.4,987$406.8K0.02%+4,987New
Cardiff Park Advisors, LLC5,000$407.9K0.04%00.0%Unchanged
Steel Peak Wealth Management LLC5,000$407.9K0.02%+5,000New
Promethium Advisors,llc5,132$418.7K0.29%+5,132New
Smallwood Wealth Investment Management, LLC5,146$419.8K0.29%+5,146New
Invesco Ltd.5,156$420.6K0.00%−1,083−17.4%Reduced
Warren Averett Asset Management, LLC5,185$423.0K0.01%+5,185New
Essex Financial Services, Inc.5,264$429.5K0.03%+5,264New
Epiq Partners, LLC5,334$435.1K0.24%+5,334New
We Are One Seven, LLC5,351$436.5K0.02%−987−15.6%Reduced
Brinker Capital Investments, LLC5,373$438.3K0.00%+5,373New
Orion Portfolio Solutions, LLC5,373$438.3K0.00%+5,373New
BKD Wealth Advisors, LLC5,380$438.9K0.01%00.0%Unchanged
Canvas Wealth Advisors, LLC5,387$439.5K0.11%+317+6.3%Added
Vestor Capital, LLC5,389$440.0K0.03%+1,364+33.9%Added
Central Trust Co5,484$447.4K0.01%+58+1.1%Added
Sage Mountain Advisors LLC5,503$448.9K0.03%00.0%Unchanged
Laidlaw Wealth Management LLC5,509$449.4K0.20%+202+3.8%Added
Intellectus Partners, LLC5,530$451.1K0.10%+30+0.5%Added
Equitable Trust Co5,551$452.9K0.03%00.0%Unchanged
Thompson Davis & Co., Inc.5,565$454.0K0.29%+5,565New
Ethos Financial Group, LLC5,595$456.4K0.06%+5,595New
Redhawk Wealth Advisors, Inc.5,707$465.6K0.06%+5,707New
Tectonic Advisors LLC5,772$470.9K0.03%+327+6.0%Added
Guidance Point Advisors, LLC5,808$473.8K0.13%+43+0.7%Added
Horizon Kinetics Asset Management LLC5,881$479.8K0.01%−35−0.6%Reduced
Fedenia Advisers LLC5,948$485.2K0.28%+5,948New
Whittier Trust Co6,000$489.5K0.01%+6,000New
Peloton Wealth Strategists6,005$490.0K0.20%+355+6.3%Added
Eagle Global Advisors LLC6,050$493.6K0.02%+6,050New
Farther Finance Advisors, LLC6,069$495.1K0.02%+5,344+737.1%Added
Inspirion Wealth Advisors, LLC5,908$497.4K0.07%+5,908New
Moneta Group Investment Advisors LLC6,100$497.6K0.01%+6,100New
Concurrent Investment Advisors, LLC6,103$497.9K0.01%+761+14.2%Added
Betterment LLC6,113$499.0K0.00%+6,113New
Joel Isaacson & Co., LLC6,142$501.1K0.02%+6,142New
Thoroughbred Financial Services, LLC6,156$502.0K0.03%+156+2.6%Added
Waldron Private Wealth LLC6,175$503.7K0.02%−11,060−64.2%Reduced
Virtu Financial LLC6,217$507.0K0.03%−44,952−87.9%Reduced
Wesbanco Bank Inc6,243$509.3K0.02%+6,243New
Primoris Wealth Advisors, LLC6,295$513.5K0.39%+6,295New
Sequoia Financial Advisors, LLC6,303$514.2K0.00%+6,303New
Upper Left Wealth Management, LLC6,382$520.6K0.45%−1,220−16.0%Reduced
Chicago Partners Investment Group LLC6,516$534.4K0.02%+95+1.5%Added
Captrust Financial Advisors6,743$550.1K0.00%+3,005+80.4%Added
Savant Capital, LLC6,743$550.1K0.00%+6,743New
Wealthspire Advisors, LLC6,822$556.5K0.01%+2,722+66.4%Added
Larson Financial Group LLC6,831$557.2K0.03%+2,745+67.2%Added
Silverlake Wealth Management LLC6,874$560.8K0.22%+6,874New
Willis Johnson & Associates, Inc.6,895$562.5K0.04%+6,895New
Wealth Quarterback LLC6,904$563.2K0.26%+1,805+35.4%Added
Vantage Financial Partners, LLC6,950$567.0K0.14%00.0%Unchanged
Fairview Capital Investment Management, LLC6,950$567.0K0.03%+6,950New
AdvisorNet Financial, Inc6,999$571.0K0.05%+1,449+26.1%Added
Merit Financial Group, LLC7,029$573.4K0.01%+1,973+39.0%Added
GR Financial Group, LLC7,051$575.2K0.10%+7,051New
Raymond James Financial Inc7,071$576.9K0.00%+7,071New
Benchmark Financial Wealth Advisors, LLC7,166$584.6K0.19%+794+12.5%Added
BCJ Capital Management, LLC7,193$586.8K0.04%+1,579+28.1%Added
Stonegate Investment Group, LLC7,292$594.9K0.02%+7,292New
Westover Capital Advisors, LLC7,330$598.0K0.13%+920+14.4%Added
Berger Financial Group, Inc7,362$600.6K0.04%+75+1.0%Added
Proficio Capital Partners LLC7,398$603.5K0.05%+7,398New
Thrivent Financial for Lutherans7,787$610.0K0.00%+3,420+78.3%Added
Financial Sense Advisors, Inc.7,500$611.9K0.21%+7,500New
Falcon Wealth Planning7,558$616.6K0.07%+1,793+31.1%Added
Running Point Capital Advisors, LLC7,634$622.8K0.21%+2,500+48.7%Added
LBMC Investment Advisors, LLC7,745$631.8K0.05%00.0%Unchanged
Delta Investment Management, LLC7,974$650.5K0.13%+3,173+66.1%Added
Rothschild Investment LLC8,000$652.6K0.04%+2,000+33.3%Added
Kercheville Advisors, LLC8,000$652.6K0.25%+8,000New
Principle Wealth Partners LLC8,089$659.9K0.05%+888+12.3%Added
Independent Financial Group, LLC8,267$674.4K0.02%+4,003+93.9%Added
Werba Rubin Papier Wealth Management8,334$679.9K0.16%+8,334New