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 |
|---|---|---|---|---|---|
| SFMG, LLC | 37,362 | $3.05M | 0.24% | −215−0.6% | Reduced |
| Vista Investment Partners II, LLC | 37,108 | $3.03M | 1.79% | +37,108 | New |
| Innovative Advisory Group, LLC | 37,041 | $3.02M | 2.69% | +37,041 | New |
| Libra Wealth LLC | 36,579 | $2.98M | 1.16% | +16,100+78.6% | Added |
| RFG Advisory, LLC | 36,343 | $2.96M | 0.08% | −476−1.3% | Reduced |
| Colony Group, LLC | 35,880 | $2.93M | 0.01% | +22,386+165.9% | Added |
| Avaii Wealth Management, LLC | 35,819 | $2.92M | 1.44% | +35,819 | New |
| Graham Capital Management, L.P. | 35,000 | $2.86M | 0.09% | +35,000 | New |
| Peregrine Asset Advisers, Inc. | 34,670 | $2.83M | 1.04% | −421−1.2% | Reduced |
| SevenBridge Financial Group, LLC | 33,771 | $2.81M | 0.53% | +7,116+26.7% | Added |
| Lakeview Capital Partners, LLC | 34,154 | $2.79M | 0.61% | +18,534+118.7% | Added |
| Sepio Capital, LP | 33,925 | $2.77M | 0.22% | −5,533−14.0% | Reduced |
| Haven Private, LLC | 33,753 | $2.75M | 1.54% | +33,753 | New |
| Arbor Capital Management Inc | 30,394 | $2.71M | 2.67% | −1,111−3.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,171 | $2.71M | 0.10% | +175+0.5% | Added |
| SMART Wealth LLC | 33,164 | $2.71M | 0.96% | +9,674+41.2% | Added |
| Bank of America Corp | 31,246 | $2.55M | 0.00% | +1,327+4.4% | Added |
| Aptus Capital Advisors, LLC | 30,566 | $2.49M | 0.03% | +23,375+325.1% | Added |
| Guild Investment Management, Inc. | 30,216 | $2.47M | 2.68% | −1,901−5.9% | Reduced |
| CMG Global Holdings, LLC | 26,848 | $2.45M | 1.35% | +26,848 | New |
| Advisory Services Network, LLC | 29,734 | $2.43M | 0.05% | +10,011+50.8% | Added |
| Traynor Capital Management, Inc. | 29,261 | $2.39M | 0.19% | +11,156+61.6% | Added |
| Stansberry Asset Management, LLC | 29,025 | $2.37M | 0.31% | −2,038−6.6% | Reduced |
| Stratos Wealth Advisors, LLC | 28,239 | $2.30M | 0.11% | +495+1.8% | Added |
| Executive Wealth Management, LLC | 28,200 | $2.30M | 0.18% | +1,848+7.0% | Added |
| Financial Partners Group, Inc | 28,003 | $2.28M | 0.33% | +20,809+289.3% | Added |
| CIBC Private Wealth Group, LLC | 26,688 | $2.19M | 0.00% | +9,595+56.1% | Added |
| Childress Capital Advisors, LLC | 26,586 | $2.17M | 0.61% | +4,500+20.4% | Added |
| Edge Capital Group, LLC | 26,515 | $2.16M | 0.10% | −50−0.2% | Reduced |
| Firestone Capital Management | 26,338 | $2.15M | 0.53% | +7,621+40.7% | Added |
| Brown Brothers Harriman & Co | 26,299 | $2.15M | 0.02% | 00.0% | Unchanged |
| Archetype Wealth Partners | 26,068 | $2.13M | 0.31% | +2,545+10.8% | Added |
| Global Retirement Partners, LLC | 25,823 | $2.11M | 0.06% | +3,919+17.9% | Added |
| Abound Wealth Management | 25,721 | $2.10M | 0.67% | −37−0.1% | Reduced |
| Farringdon Capital, Ltd. | 25,692 | $2.10M | 0.87% | +25,692 | New |
| Mills Wealth Advisors LLC | 25,663 | $2.09M | 1.19% | −206−0.8% | Reduced |
| Financial Designs Corp | 25,398 | $2.07M | 1.36% | +4,875+23.8% | Added |
| DRW Securities, LLC | 24,537 | $2.00M | 0.14% | +24,537 | New |
| Integrated Wealth Concepts LLC | 24,329 | $1.98M | 0.02% | +19,192+373.6% | Added |
| Sanctuary Advisors, LLC | 21,295 | $1.95M | 0.01% | +4,016+23.2% | Added |
| EP Wealth Advisors, LLC | 23,643 | $1.93M | 0.02% | +1,374+6.2% | Added |
| Secure Asset Management, LLC | 23,551 | $1.92M | 0.29% | −4,799−16.9% | Reduced |
| Private Advisor Group, LLC | 23,335 | $1.90M | 0.01% | +5,980+34.5% | Added |
| First Heartland Consultants, Inc. | 23,240 | $1.90M | 0.19% | +17,974+341.3% | Added |
| Ronald Blue Trust, Inc. | 22,876 | $1.87M | 0.02% | +742+3.4% | Added |
| Highland Financial Advisors, LLC | 22,803 | $1.86M | 0.64% | −4,091−15.2% | Reduced |
| Mercer Global Advisors Inc | 22,421 | $1.83M | 0.00% | −582−2.5% | Reduced |
| Vivaldi Capital Management, LLC | 20,581 | $1.82M | 0.28% | +886+4.5% | Added |
| Capital Investment Advisors, LLC | 21,386 | $1.74M | 0.04% | +185+0.9% | Added |
| NewEdge Wealth, LLC | 20,657 | $1.69M | 0.03% | +14,239+221.9% | Added |
| Valeo Financial Advisors, LLC | 20,552 | $1.68M | 0.05% | +5,782+39.1% | Added |
| Meridian Wealth Management, LLC | 20,405 | $1.66M | 0.08% | +2,367+13.1% | Added |
| Kingsview Wealth Management, LLC | 20,178 | $1.65M | 0.03% | +16,315+422.3% | Added |
| Nkcfo LLC | 20,000 | $1.63M | 0.72% | +5,000+33.3% | Added |
| O'Neil Global Advisors, Inc. | 19,600 | $1.60M | 0.47% | −23,770−54.8% | Reduced |
| LifeGoal Wealth Advisors | 19,375 | $1.58M | 1.71% | +19,375 | New |
| DecisionMap Wealth Management, LLC | 19,355 | $1.58M | 1.25% | +19,355 | New |
| Financial Management Professionals, Inc. | 18,759 | $1.53M | 0.19% | +332+1.8% | Added |
| Mission Wealth Management, LP | 18,707 | $1.53M | 0.04% | +10,228+120.6% | Added |
| Kerrisdale Advisers, LLC | 18,612 | $1.52M | 0.51% | −16,560−47.1% | Reduced |
| Life Line Wealth Management LLC | 18,478 | $1.51M | 0.54% | −3,576−16.2% | Reduced |
| Clearstead Advisors, LLC | 18,468 | $1.51M | 0.02% | +3,046+19.8% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.43M | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 17,220 | $1.40M | 0.49% | +17,220 | New |
| Vista Wealth Management Group, LLC | 17,208 | $1.40M | 0.09% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 17,144 | $1.40M | 1.12% | +361+2.2% | Added |
| GK Wealth Management LLC | 17,008 | $1.39M | 1.76% | +17,008 | New |
| Basso Capital Management, L.P. | 17,000 | $1.39M | 1.20% | +11,500+209.1% | Added |
| Almanack Investment Partners, LLC. | 16,961 | $1.38M | 0.21% | +2,654+18.6% | Added |
| Arete Wealth Advisors, LLC | 16,577 | $1.36M | 0.10% | +575+3.6% | Added |
| Condor Capital Management | 16,220 | $1.32M | 0.12% | −793−4.7% | Reduced |
| TCW Group Inc | 15,865 | $1.29M | 0.01% | +15,865 | New |
| LPL Financial LLC | 15,777 | $1.29M | 0.00% | +10,648+207.6% | Added |
| Graypoint LLC | 15,614 | $1.27M | 0.08% | +15,614 | New |
| Great Valley Advisor Group, Inc. | 15,366 | $1.25M | 0.03% | −47−0.3% | Reduced |
| Brown Advisory Inc | 15,266 | $1.25M | 0.00% | +1,430+10.3% | Added |
| Lionsbridge Wealth Management LLC | 15,208 | $1.24M | 1.04% | +4,129+37.3% | Added |
| Mustard Seed Financial, LLC | 15,197 | $1.24M | 1.01% | +95+0.6% | Added |
| Ancora Advisors, LLC | 14,832 | $1.21M | 0.03% | +1,538+11.6% | Added |
| Bedel Financial Consulting, Inc. | 14,210 | $1.21M | 0.17% | +4,613+48.1% | Added |
| Allworth Financial LP | 13,130 | $1.20M | 0.01% | +3,550+37.1% | Added |
| Marietta Wealth Management, LLC | 14,470 | $1.18M | 0.17% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14,440 | $1.18M | 0.35% | +453+3.2% | Added |
| Strata Wealth Advisors, LLC | 14,373 | $1.17M | 0.37% | +14,373 | New |
| Cerity Partners LLC | 14,004 | $1.14M | 0.00% | +8,605+159.4% | Added |
| Tradition Wealth Management, LLC | 13,890 | $1.13M | 0.10% | +488+3.6% | Added |
| LaSalle St. Investment Advisors, LLC | 13,853 | $1.13M | 0.35% | +7,353+113.1% | Added |
| Keel Point, LLC | 13,579 | $1.11M | 0.09% | +13,579 | New |
| Soltis Investment Advisors LLC | 13,573 | $1.11M | 0.10% | +610+4.7% | Added |
| Synergy Financial Group, LTD | 13,528 | $1.10M | 0.92% | +1,200+9.7% | Added |
| Wellspring Financial Advisors, LLC | 13,463 | $1.10M | 0.11% | −1,300−8.8% | Reduced |
| Pathstone Holdings, LLC | 13,367 | $1.09M | 0.00% | −526−3.8% | Reduced |
| CRA Financial Services, LLC | 13,155 | $1.07M | 0.18% | +4,435+50.9% | Added |
| SkyView Investment Advisors, LLC | 13,000 | $1.06M | 0.17% | +1,500+13.0% | Added |
| Scotia Capital Inc. | 12,900 | $1.05M | 0.01% | +2,100+19.4% | Added |
| NTV Asset Management LLC | 12,500 | $1.02M | 0.13% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 12,371 | $1.01M | 0.39% | +12,371 | New |
| AE Wealth Management LLC | 12,109 | $987.9K | 0.01% | −407−3.3% | Reduced |
| Sunbelt Securities, Inc. | 11,651 | $959.1K | 0.08% | +2,983+34.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 11,587 | $945.3K | 0.45% | +466+4.2% | Added |