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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 26,299 | $2.15M | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 26,338 | $2.15M | 0.53% | +7,621+40.7% | Added |
| Edge Capital Group, LLC | 26,515 | $2.16M | 0.10% | −50−0.2% | Reduced |
| Childress Capital Advisors, LLC | 26,586 | $2.17M | 0.61% | +4,500+20.4% | Added |
| CIBC Private Wealth Group, LLC | 26,688 | $2.19M | 0.00% | +9,595+56.1% | Added |
| Financial Partners Group, Inc | 28,003 | $2.28M | 0.33% | +20,809+289.3% | Added |
| Executive Wealth Management, LLC | 28,200 | $2.30M | 0.18% | +1,848+7.0% | Added |
| Stratos Wealth Advisors, LLC | 28,239 | $2.30M | 0.11% | +495+1.8% | Added |
| Stansberry Asset Management, LLC | 29,025 | $2.37M | 0.31% | −2,038−6.6% | Reduced |
| Traynor Capital Management, Inc. | 29,261 | $2.39M | 0.19% | +11,156+61.6% | Added |
| Advisory Services Network, LLC | 29,734 | $2.43M | 0.05% | +10,011+50.8% | Added |
| CMG Global Holdings, LLC | 26,848 | $2.45M | 1.35% | +26,848 | New |
| Guild Investment Management, Inc. | 30,216 | $2.47M | 2.68% | −1,901−5.9% | Reduced |
| Aptus Capital Advisors, LLC | 30,566 | $2.49M | 0.03% | +23,375+325.1% | Added |
| Bank of America Corp | 31,246 | $2.55M | 0.00% | +1,327+4.4% | Added |
| SMART Wealth LLC | 33,164 | $2.71M | 0.96% | +9,674+41.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,171 | $2.71M | 0.10% | +175+0.5% | Added |
| Arbor Capital Management Inc | 30,394 | $2.71M | 2.67% | −1,111−3.5% | Reduced |
| Haven Private, LLC | 33,753 | $2.75M | 1.54% | +33,753 | New |
| Sepio Capital, LP | 33,925 | $2.77M | 0.22% | −5,533−14.0% | Reduced |
| Lakeview Capital Partners, LLC | 34,154 | $2.79M | 0.61% | +18,534+118.7% | Added |
| SevenBridge Financial Group, LLC | 33,771 | $2.81M | 0.53% | +7,116+26.7% | Added |
| Peregrine Asset Advisers, Inc. | 34,670 | $2.83M | 1.04% | −421−1.2% | Reduced |
| Graham Capital Management, L.P. | 35,000 | $2.86M | 0.09% | +35,000 | New |
| Avaii Wealth Management, LLC | 35,819 | $2.92M | 1.44% | +35,819 | New |
| Colony Group, LLC | 35,880 | $2.93M | 0.01% | +22,386+165.9% | Added |
| RFG Advisory, LLC | 36,343 | $2.96M | 0.08% | −476−1.3% | Reduced |
| Libra Wealth LLC | 36,579 | $2.98M | 1.16% | +16,100+78.6% | Added |
| Innovative Advisory Group, LLC | 37,041 | $3.02M | 2.69% | +37,041 | New |
| Vista Investment Partners II, LLC | 37,108 | $3.03M | 1.79% | +37,108 | New |
| SFMG, LLC | 37,362 | $3.05M | 0.24% | −215−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 38,162 | $3.11M | 0.02% | +519+1.4% | Added |
| Evexia Wealth LLC | 38,043 | $3.18M | 1.08% | +2,692+7.6% | Added |
| Panoramic Investment Advisors, LLC | 39,211 | $3.20M | 2.08% | +961+2.5% | Added |
| Boston Private Wealth LLC | 42,309 | $3.45M | 0.06% | +42,309 | New |
| Am Investment Strategies LLC | 43,115 | $3.52M | 0.86% | +9,935+29.9% | Added |
| Nwam LLC | 43,761 | $3.57M | 0.22% | −71−0.2% | Reduced |
| Park Avenue Securities LLC | 43,965 | $3.59M | 0.04% | +19,415+79.1% | Added |
| Lido Advisors, LLC | 44,397 | $3.62M | 0.02% | +16,583+59.6% | Added |
| Old Mission Capital LLC | 44,884 | $3.66M | 0.09% | +44,884 | New |
| Eaton Financial Holdings Company, LLC | 44,973 | $3.67M | 1.41% | +44,973 | New |
| PYA Waltman Capital, LLC | 45,331 | $3.70M | 1.19% | +8,030+21.5% | Added |
| Senator Investment Group LP | 46,502 | $3.79M | 0.11% | +46,502 | New |
| Empowered Funds, LLC | 46,906 | $3.83M | 0.06% | +46,906 | New |
| Fiduciary Alliance LLC | 46,920 | $3.83M | 0.39% | +902+2.0% | Added |
| Milestone Asset Management Group, LLC | 47,277 | $3.86M | 3.45% | +47,277 | New |
| CWM, LLC | 48,339 | $3.94M | 0.02% | +19,981+70.5% | Added |
| Panoramic Capital, LLC | 48,354 | $3.94M | 3.14% | +48,354 | New |
| Cambridge Advisors Inc. | 49,134 | $4.01M | 0.89% | +8,703+21.5% | Added |
| First Trust Advisors LP | 49,912 | $4.07M | 0.00% | +49,912 | New |
| Smart Money Group LLC | 51,683 | $4.22M | 1.46% | +1,213+2.4% | Added |
| Avenir Tech Ltd | 52,544 | $4.29M | 0.71% | +52,108+11,951.4% | Added |
| Spire Wealth Management | 54,958 | $4.48M | 0.14% | +54,958 | New |
| Copperleaf Capital, LLC | 55,520 | $4.53M | 2.87% | +19,026+52.1% | Added |
| TownSquare Capital, LLC | 57,732 | $4.71M | 0.05% | +4,959+9.4% | Added |
| Beck Capital Management, LLC | 58,690 | $4.79M | 1.27% | −283−0.5% | Reduced |
| Renaissance Technologies LLC | 59,200 | $4.83M | 0.01% | +59,200 | New |
| Citadel Advisors LLC | 59,908 | $4.89M | 0.00% | +24,489+69.1% | Added |
| Ieq Capital, LLC | 60,208 | $4.91M | 0.05% | +28,637+90.7% | Added |
| Beaird Harris Wealth Management, LLC | 60,368 | $4.92M | 0.43% | +6,799+12.7% | Added |
| CI Private Wealth, LLC | 79,659 | $5.08M | 0.01% | +25,082+46.0% | Added |
| Kaleidoscope Capital LP | 64,059 | $5.23M | 5.13% | +64,059 | New |
| Allegheny Financial Group LTD | 68,746 | $5.61M | 1.44% | +45,912+201.1% | Added |
| SMI Advisory Services, LLC | 68,689 | $5.62M | 1.30% | −25,626−27.2% | Reduced |
| Courage Capital Management LLC | 69,871 | $5.70M | 11.76% | +18,200+35.2% | Added |
| Citrine Capital LLC | 71,197 | $5.81M | 4.28% | +71,197 | New |
| Sowell Financial Services LLC | 72,847 | $5.94M | 0.31% | +14,643+25.2% | Added |
| GWM Advisors LLC | 75,543 | $6.16M | 0.04% | +13,487+21.7% | Added |
| US Bancorp | 75,811 | $6.18M | 0.01% | −1,086−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 76,047 | $6.20M | 0.11% | +52,143+218.1% | Added |
| Pasadena Private Wealth, LLC | 76,098 | $6.21M | 1.28% | −1,139−1.5% | Reduced |
| Mad River Investors | 76,298 | $6.22M | 2.89% | −4,851−6.0% | Reduced |
| Altfest L J & Co Inc | 78,946 | $6.44M | 0.82% | +51,420+186.8% | Added |
| Bank of Montreal | 78,963 | $6.44M | 0.00% | −30,859−28.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 81,609 | $6.66M | 0.50% | −24,359−23.0% | Reduced |
| Integrated Advisors Network LLC | 82,573 | $6.74M | 0.32% | −7,308−8.1% | Reduced |
| Fiduciary Trust Co | 84,947 | $6.93M | 0.09% | +41,190+94.1% | Added |
| Brookstone Capital Management | 86,284 | $7.04M | 0.10% | −2,754−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 89,180 | $7.28M | 0.01% | +24,424+37.7% | Added |
| Modus Advisors, LLC | 89,870 | $7.33M | 2.30% | −861−0.9% | Reduced |
| Cetera Investment Advisers | 90,309 | $7.37M | 0.02% | +58,805+186.7% | Added |
| Claar Advisors LLC | 95,100 | $7.76M | 2.51% | +42,600+81.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 95,200 | $7.77M | 0.03% | +21,038+28.4% | Added |
| Exencial Wealth Advisors, LLC | 102,879 | $8.39M | 0.31% | +54,264+111.6% | Added |
| Creative Planning | 114,943 | $9.38M | 0.01% | +16,385+16.6% | Added |
| Newtyn Management, LLC | 120,200 | $9.81M | 1.71% | +33,200+38.2% | Added |
| StoneX Group Inc. | 123,536 | $10.1M | 0.55% | +123,536 | New |
| Consolidated Portfolio Review Corp | 128,085 | $10.4M | 1.65% | +128,085 | New |
| Heck Capital Advisors, LLC | 146,934 | $12.0M | 1.38% | +146,934 | New |
| Parcion Private Wealth LLC | 152,021 | $12.4M | 0.95% | +70,074+85.5% | Added |
| Rpo LLC | 157,280 | $12.8M | 16.74% | −86,250−35.4% | Reduced |
| Simplex Trading, LLC | 163,744 | $13.4M | 0.38% | +163,744 | New |
| Marex Group plc | 168,900 | $13.8M | 0.23% | +35,000+26.1% | Added |
| Commonwealth Equity Services, LLC | 171,394 | $14.0M | 0.02% | +90,926+113.0% | Added |
| Compass Ion Advisors, LLC | 176,556 | $14.4M | 1.71% | +21,137+13.6% | Added |
| Kestra Advisory Services, LLC | 205,379 | $16.8M | 0.09% | +8,380+4.3% | Added |
| Atlas Wealth Partners, LLC | 207,068 | $16.9M | 21.38% | +2,854+1.4% | Added |
| Toroso Investments, LLC | 207,348 | $16.9M | 0.14% | +7,849+3.9% | Added |
| Flow Traders U.S. LLC | 211,043 | $17.2M | 0.69% | −775,598−78.6% | Reduced |
| Kedalion Capital Management LLP | 216,103 | $17.6M | 0.71% | +216,103 | New |