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 |
|---|---|---|---|---|---|
| JB Capital LLC | 8,361 | $682.1K | 0.04% | +3,201+62.0% | Added |
| Parallel Advisors, LLC | 8,520 | $695.1K | 0.02% | +1,899+28.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,601 | $701.7K | 0.02% | +8,601 | New |
| Bleakley Financial Group, LLC | 8,680 | $708.1K | 0.02% | −408−4.5% | Reduced |
| Timber Creek Capital Management LLC | 8,691 | $709.0K | 0.20% | +3,506+67.6% | Added |
| WealthPlan Investment Management, LLC | 8,729 | $712.1K | 0.07% | +3,197+57.8% | Added |
| Regatta Capital Group, LLC | 8,841 | $721.2K | 0.14% | +1,632+22.6% | Added |
| Everett Harris & Co | 8,982 | $732.8K | 0.01% | +30.0% | Added |
| MAI Capital Management | 9,007 | $734.8K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 9,011 | $735.2K | 0.03% | +4,314+91.8% | Added |
| Daymark Wealth Partners, LLC | 9,041 | $737.6K | 0.03% | +2,499+38.2% | Added |
| M. Kulyk & Associates, LLC | 9,046 | $738.0K | 0.16% | +565+6.7% | Added |
| Foundations Investment Advisors, LLC | 9,112 | $743.4K | 0.01% | +5,298+138.9% | Added |
| Associated Banc-Corp | 9,192 | $749.9K | 0.02% | +3,357+57.5% | Added |
| Tru Independence Asset Management 2, LLC | 9,317 | $760.1K | 0.63% | 00.0% | Unchanged |
| Clare Market Investments LLC | 9,335 | $761.5K | 0.18% | +5,490+142.8% | Added |
| National Asset Management, Inc. | 9,363 | $763.8K | 0.03% | −1,077−10.3% | Reduced |
| Access Financial Services, Inc. | 9,600 | $783.2K | 0.35% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,818 | $804.4K | 0.01% | −7,721−44.0% | Reduced |
| Eschler Asset Management LLP | 10,000 | $815.8K | 1.92% | −55,000−84.6% | Reduced |
| Evoke Wealth, LLC | 10,129 | $826.3K | 0.02% | +10,129 | New |
| Moors & Cabot, Inc. | 10,143 | $827.5K | 0.04% | −692−6.4% | Reduced |
| Aries Wealth Management | 10,341 | $843.6K | 0.23% | +2,180+26.7% | Added |
| Verus Financial Partners, Inc. | 10,447 | $863.9K | 0.10% | +291+2.9% | Added |
| JSF Financial, LLC | 10,763 | $878.0K | 0.23% | +3,451+47.2% | Added |
| Johnson Investment Counsel Inc | 11,091 | $904.8K | 0.01% | +2,420+27.9% | Added |
| Mutual Advisors, LLC | 10,371 | $909.6K | 0.03% | +2,062+24.8% | Added |
| Samalin Investment Counsel, LLC | 11,253 | $918.0K | 0.39% | +473+4.4% | Added |
| Pure Financial Advisors, Inc. | 11,375 | $928.0K | 0.02% | +3,648+47.2% | Added |
| Rahlfs Capital, LLC | 11,540 | $941.4K | 0.93% | +11,540 | New |
| Roman Butler Fullerton & Co | 10,674 | $944.4K | 0.30% | −156−1.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 11,587 | $945.3K | 0.45% | +466+4.2% | Added |
| Sunbelt Securities, Inc. | 11,651 | $959.1K | 0.08% | +2,983+34.4% | Added |
| AE Wealth Management LLC | 12,109 | $987.9K | 0.01% | −407−3.3% | Reduced |
| Advyzon Investment Management, LLC | 12,371 | $1.01M | 0.39% | +12,371 | New |
| NTV Asset Management LLC | 12,500 | $1.02M | 0.13% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12,900 | $1.05M | 0.01% | +2,100+19.4% | Added |
| SkyView Investment Advisors, LLC | 13,000 | $1.06M | 0.17% | +1,500+13.0% | Added |
| CRA Financial Services, LLC | 13,155 | $1.07M | 0.18% | +4,435+50.9% | Added |
| Pathstone Holdings, LLC | 13,367 | $1.09M | 0.00% | −526−3.8% | Reduced |
| Wellspring Financial Advisors, LLC | 13,463 | $1.10M | 0.11% | −1,300−8.8% | Reduced |
| Synergy Financial Group, LTD | 13,528 | $1.10M | 0.92% | +1,200+9.7% | Added |
| Soltis Investment Advisors LLC | 13,573 | $1.11M | 0.10% | +610+4.7% | Added |
| Keel Point, LLC | 13,579 | $1.11M | 0.09% | +13,579 | New |
| LaSalle St. Investment Advisors, LLC | 13,853 | $1.13M | 0.35% | +7,353+113.1% | Added |
| Tradition Wealth Management, LLC | 13,890 | $1.13M | 0.10% | +488+3.6% | Added |
| Cerity Partners LLC | 14,004 | $1.14M | 0.00% | +8,605+159.4% | Added |
| Strata Wealth Advisors, LLC | 14,373 | $1.17M | 0.37% | +14,373 | New |
| Coston, McIsaac & Partners | 14,440 | $1.18M | 0.35% | +453+3.2% | Added |
| Marietta Wealth Management, LLC | 14,470 | $1.18M | 0.17% | 00.0% | Unchanged |
| Allworth Financial LP | 13,130 | $1.20M | 0.01% | +3,550+37.1% | Added |
| Bedel Financial Consulting, Inc. | 14,210 | $1.21M | 0.17% | +4,613+48.1% | Added |
| Ancora Advisors, LLC | 14,832 | $1.21M | 0.03% | +1,538+11.6% | Added |
| Mustard Seed Financial, LLC | 15,197 | $1.24M | 1.01% | +95+0.6% | Added |
| Lionsbridge Wealth Management LLC | 15,208 | $1.24M | 1.04% | +4,129+37.3% | Added |
| Brown Advisory Inc | 15,266 | $1.25M | 0.00% | +1,430+10.3% | Added |
| Great Valley Advisor Group, Inc. | 15,366 | $1.25M | 0.03% | −47−0.3% | Reduced |
| Graypoint LLC | 15,614 | $1.27M | 0.08% | +15,614 | New |
| LPL Financial LLC | 15,777 | $1.29M | 0.00% | +10,648+207.6% | Added |
| TCW Group Inc | 15,865 | $1.29M | 0.01% | +15,865 | New |
| Condor Capital Management | 16,220 | $1.32M | 0.12% | −793−4.7% | Reduced |
| Arete Wealth Advisors, LLC | 16,577 | $1.36M | 0.10% | +575+3.6% | Added |
| Almanack Investment Partners, LLC. | 16,961 | $1.38M | 0.21% | +2,654+18.6% | Added |
| Basso Capital Management, L.P. | 17,000 | $1.39M | 1.20% | +11,500+209.1% | Added |
| GK Wealth Management LLC | 17,008 | $1.39M | 1.76% | +17,008 | New |
| Madison Park Capital Advisors, LLC | 17,144 | $1.40M | 1.12% | +361+2.2% | Added |
| Vista Wealth Management Group, LLC | 17,208 | $1.40M | 0.09% | 00.0% | Unchanged |
| Weil Company, Inc. | 17,220 | $1.40M | 0.49% | +17,220 | New |
| Gamco Investors, Inc. Et Al | 17,500 | $1.43M | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18,468 | $1.51M | 0.02% | +3,046+19.8% | Added |
| Life Line Wealth Management LLC | 18,478 | $1.51M | 0.54% | −3,576−16.2% | Reduced |
| Kerrisdale Advisers, LLC | 18,612 | $1.52M | 0.51% | −16,560−47.1% | Reduced |
| Mission Wealth Management, LP | 18,707 | $1.53M | 0.04% | +10,228+120.6% | Added |
| Financial Management Professionals, Inc. | 18,759 | $1.53M | 0.19% | +332+1.8% | Added |
| DecisionMap Wealth Management, LLC | 19,355 | $1.58M | 1.25% | +19,355 | New |
| LifeGoal Wealth Advisors | 19,375 | $1.58M | 1.71% | +19,375 | New |
| O'Neil Global Advisors, Inc. | 19,600 | $1.60M | 0.47% | −23,770−54.8% | Reduced |
| Nkcfo LLC | 20,000 | $1.63M | 0.72% | +5,000+33.3% | Added |
| Kingsview Wealth Management, LLC | 20,178 | $1.65M | 0.03% | +16,315+422.3% | Added |
| Meridian Wealth Management, LLC | 20,405 | $1.66M | 0.08% | +2,367+13.1% | Added |
| Valeo Financial Advisors, LLC | 20,552 | $1.68M | 0.05% | +5,782+39.1% | Added |
| NewEdge Wealth, LLC | 20,657 | $1.69M | 0.03% | +14,239+221.9% | Added |
| Capital Investment Advisors, LLC | 21,386 | $1.74M | 0.04% | +185+0.9% | Added |
| Vivaldi Capital Management, LLC | 20,581 | $1.82M | 0.28% | +886+4.5% | Added |
| Mercer Global Advisors Inc | 22,421 | $1.83M | 0.00% | −582−2.5% | Reduced |
| Highland Financial Advisors, LLC | 22,803 | $1.86M | 0.64% | −4,091−15.2% | Reduced |
| Ronald Blue Trust, Inc. | 22,876 | $1.87M | 0.02% | +742+3.4% | Added |
| First Heartland Consultants, Inc. | 23,240 | $1.90M | 0.19% | +17,974+341.3% | Added |
| Private Advisor Group, LLC | 23,335 | $1.90M | 0.01% | +5,980+34.5% | Added |
| Secure Asset Management, LLC | 23,551 | $1.92M | 0.29% | −4,799−16.9% | Reduced |
| EP Wealth Advisors, LLC | 23,643 | $1.93M | 0.02% | +1,374+6.2% | Added |
| Sanctuary Advisors, LLC | 21,295 | $1.95M | 0.01% | +4,016+23.2% | Added |
| Integrated Wealth Concepts LLC | 24,329 | $1.98M | 0.02% | +19,192+373.6% | Added |
| DRW Securities, LLC | 24,537 | $2.00M | 0.14% | +24,537 | New |
| Financial Designs Corp | 25,398 | $2.07M | 1.36% | +4,875+23.8% | Added |
| Mills Wealth Advisors LLC | 25,663 | $2.09M | 1.19% | −206−0.8% | Reduced |
| Farringdon Capital, Ltd. | 25,692 | $2.10M | 0.87% | +25,692 | New |
| Abound Wealth Management | 25,721 | $2.10M | 0.67% | −37−0.1% | Reduced |
| Global Retirement Partners, LLC | 25,823 | $2.11M | 0.06% | +3,919+17.9% | Added |
| Archetype Wealth Partners | 26,068 | $2.13M | 0.31% | +2,545+10.8% | Added |