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 |
|---|---|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 5,146 | $419.8K | 0.29% | +5,146 | New |
| Promethium Advisors,llc | 5,132 | $418.7K | 0.29% | +5,132 | New |
| Cardiff Park Advisors, LLC | 5,000 | $407.9K | 0.04% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,000 | $407.9K | 0.02% | +5,000 | New |
| Cantor Fitzgerald, L. P. | 4,987 | $406.8K | 0.02% | +4,987 | New |
| Drucker Wealth 3.0, LLC | 4,952 | $403.9K | 0.09% | +4,952 | New |
| Chilton Investment Co LLC | 4,876 | $397.8K | 0.01% | +4,876 | New |
| Clientfirst Wealth Management, LLC | 4,808 | $392.2K | 0.40% | +4,808 | New |
| Lake Street Advisors Group, LLC | 4,790 | $390.8K | 0.02% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 4,742 | $386.9K | 0.04% | −808−14.6% | Reduced |
| United Capital Financial Advisers, LLC | 4,722 | $385.2K | 0.00% | +4,722 | New |
| Chicago Capital, LLC | 4,657 | $379.9K | 0.01% | +4,657 | New |
| Total Investment Management Inc | 4,624 | $377.2K | 0.05% | −417−8.3% | Reduced |
| Belpointe Asset Management LLC | 7,329 | $375.7K | 0.02% | −3,471−32.1% | Reduced |
| Impact Partnership Wealth, LLC | 4,580 | $373.6K | 0.08% | +4,580 | New |
| KKM Financial LLC | 4,500 | $367.1K | 0.15% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 4,455 | $363.4K | 0.29% | +4,455 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,429 | $361.3K | 0.03% | +3+0.1% | Added |
| Change Path, LLC | 4,379 | $357.2K | 0.01% | +73+1.7% | Added |
| Avantax Advisory Services, Inc. | 4,367 | $356.3K | 0.00% | +4,367 | New |
| GWN Securities Inc. | 4,362 | $355.9K | 0.10% | +4,362 | New |
| Resources Investment Advisors, LLC. | 4,342 | $354.2K | 0.00% | +4,342 | New |
| Fairvoy Private Wealth, LLC | 4,322 | $352.6K | 0.09% | +4,322 | New |
| Wealthcare Advisory Partners LLC | 4,319 | $352.3K | 0.01% | +434+11.2% | Added |
| Exchange Capital Management, Inc. | 4,300 | $350.8K | 0.06% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 4,273 | $348.6K | 0.28% | +4,273 | New |
| Wealth Alliance | 4,196 | $342.3K | 0.04% | +4,196 | New |
| Ellis Investment Partners, LLC | 4,175 | $340.6K | 0.07% | +4,175 | New |
| AMG National Trust Bank | 4,115 | $338.7K | 0.01% | +4,115 | New |
| Silver Oak Securities, Inc | 4,091 | $336.8K | 0.03% | +4,091 | New |
| Waddell & Associates, LLC | 4,110 | $335.3K | 0.03% | −972−19.1% | Reduced |
| Tamar Securities, LLC | 4,023 | $328.2K | 0.05% | +4,023 | New |
| Strait & Sound Wealth Management LLC | 4,000 | $326.3K | 0.15% | 00.0% | Unchanged |
| Commerce Bank | 3,980 | $324.7K | 0.00% | +3,980 | New |
| Walleye Capital LLC | 3,980 | $324.7K | 0.00% | +3,980 | New |
| Brighton Jones LLC | 3,954 | $322.6K | 0.01% | +3,954 | New |
| Congress Wealth Management LLC | 3,941 | $321.5K | 0.00% | +3,941 | New |
| Simon Quick Advisors, LLC | 3,939 | $321.3K | 0.02% | +3,939 | New |
| Guardian Wealth Advisors, LLC | 3,874 | $316.0K | 0.03% | +3,874 | New |
| McAdam, LLC | 3,861 | $315.0K | 0.02% | +3,861 | New |
| Tocqueville Asset Management L.P. | 3,860 | $314.9K | 0.00% | +3,860 | New |
| Centaurus Financial, Inc. | 3,854 | $314.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,836 | $312.9K | 0.02% | +3,833+127,766.7% | Added |
| Wolverine Trading, LLC | 3,785 | $311.6K | 0.01% | +3,785 | New |
| Robertson Stephens Wealth Management, LLC | 3,808 | $310.7K | 0.01% | −789−17.2% | Reduced |
| IVC Wealth Advisors LLC | 3,800 | $310.0K | 0.17% | −775−16.9% | Reduced |
| Empower Advisory Group, LLC | 3,751 | $306.0K | 0.00% | +3,751 | New |
| Cascade Financial Partners, LLC | 3,750 | $305.9K | 0.04% | −550−12.8% | Reduced |
| Sandy Cove Advisors, LLC | 3,742 | $305.3K | 0.12% | +3,742 | New |
| Founders Financial Securities LLC | 3,741 | $305.2K | 0.03% | +3,741 | New |
| Clear Creek Financial Management, LLC | 3,736 | $304.8K | 0.03% | +3,736 | New |
| IFP Advisors, Inc | 3,727 | $304.0K | 0.01% | +723+24.1% | Added |
| NorthStar Asset Management LLC | 3,720 | $303.5K | 0.19% | +3,720 | New |
| MONECO Advisors, LLC | 3,681 | $300.3K | 0.03% | +3,681 | New |
| Ritholtz Wealth Management | 3,634 | $296.5K | 0.01% | +3,634 | New |
| MTM Investment Management, LLC | 3,609 | $294.4K | 0.11% | +3,609 | New |
| National Wealth Management Group, LLC | 3,575 | $291.6K | 0.19% | +3,575 | New |
| Wedmont Private Capital | 3,471 | $287.0K | 0.02% | +3,471 | New |
| Beacon Investment Advisory Services, Inc. | 3,500 | $285.5K | 0.01% | +3,500 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,493 | $284.9K | 0.04% | +3,493 | New |
| Strategic Wealth Partners, Ltd. | 3,377 | $283.9K | 0.02% | +3,377 | New |
| KFG Wealth Management, LLC | 3,475 | $283.5K | 0.05% | +3,475 | New |
| Capital Performance Advisors LLP | 3,470 | $283.1K | 0.09% | 00.0% | Unchanged |
| ORG Partners LLC | 3,433 | $280.1K | 0.04% | +1,837+115.1% | Added |
| 180 Wealth Advisors, LLC | 3,430 | $279.8K | 0.04% | +3,430 | New |
| Diversify Wealth Management, LLC | 3,374 | $279.0K | 0.02% | +3,374 | New |
| Insigneo Advisory Services, LLC | 3,392 | $276.7K | 0.03% | +3,392 | New |
| Franklin Resources Inc | 3,390 | $276.6K | 0.00% | +3,390 | New |
| Pensionmark Financial Group, LLC | 3,364 | $274.5K | 0.01% | +3,364 | New |
| RMR Capital Management, LLC | 3,356 | $273.8K | 0.20% | +3,356 | New |
| Jump Financial, LLC | 3,339 | $272.4K | 0.01% | +3,339 | New |
| AlTi Global, Inc. | 3,336 | $272.2K | 0.01% | +3,336 | New |
| Regency Capital Management Inc. | 3,316 | $270.5K | 0.15% | +3,316 | New |
| Wealth Management Nebraska | 3,300 | $269.2K | 0.04% | +3,300 | New |
| Five Pine Wealth Management | 3,288 | $268.2K | 0.23% | +3,288 | New |
| Gerber, LLC | 3,263 | $266.2K | 0.19% | +3,263 | New |
| Transcend Wealth Collective, LLC | 3,200 | $261.1K | 0.02% | +3,200 | New |
| Gilman Hill Asset Management, LLC | 3,195 | $260.6K | 0.05% | +3,195 | New |
| Lindbrook Capital, LLC | 3,170 | $258.6K | 0.02% | +1,750+123.2% | Added |
| Crestwood Advisors Group LLC | 3,146 | $256.7K | 0.00% | +3,146 | New |
| Geneva Partners, LLC | 3,141 | $256.2K | 0.10% | +3,141 | New |
| L.M. Kohn & Company | 3,135 | $255.8K | 0.07% | +3,135 | New |
| Carolinas Wealth Consulting LLC | 3,134 | $255.7K | 0.05% | +700+28.8% | Added |
| Archer Investment Corp | 3,132 | $255.5K | 0.07% | −3−0.1% | Reduced |
| Gitterman Wealth Management, LLC | 3,111 | $253.8K | 0.11% | +3,111 | New |
| Raleigh Capital Management Inc. | 3,080 | $251.3K | 0.10% | +1,623+111.4% | Added |
| Kagan Cocozza Asset Management | 3,060 | $249.6K | 0.21% | +3,060 | New |
| Brogan Financial, Inc. | 3,049 | $248.7K | 0.12% | +3,049 | 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 |
| Wealth Group Ltd | 2,997 | $244.5K | 0.07% | +2,997 | New |
| Rehmann Capital Advisory Group | 2,984 | $243.5K | 0.02% | +2,984 | New |
| Bokf, NA | 2,938 | $242.9K | 0.00% | +2,938 | New |
| Sandy Spring Bank | 2,955 | $241.1K | 0.01% | +1,995+207.8% | Added |
| Strategies Wealth Advisors, LLC | 2,812 | $239.3K | 0.03% | +2,812 | New |
| BankPlus Trust Department | 2,927 | $238.8K | 0.08% | +2,927 | New |
| KMG Fiduciary Partners, LLC | 2,918 | $238.1K | 0.02% | +2,918 | New |
| Sandbox Financial Partners, LLC | 2,914 | $237.7K | 0.08% | +2,914 | New |
| Prosperity Planning, Inc. | 2,900 | $236.6K | 0.08% | +2,900 | New |
| Veracity Capital LLC | 2,859 | $233.3K | 0.08% | +2,859 | New |