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.
Q1 2025 vs. Q4 2024
How the institutions holding Fidelity Wise Origin Bitcoin Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 531 | 9 | 535 | +13 |
| Shares | 60.3M | 126.8K | 49.1M | −11.1M (−18.4%) |
| Value | $4.92B | $10.3M | $3.54B | −$1.37B (−28.0%) |
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (73)
Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q1 2025 but not at the end of Q4 2024.
Sold out (60)
Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q4 2024 and filed for Q1 2025 without it.
Not filed for Q1 2025 yet (9)
Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Lakeview Capital Partners, LLC | 34,154 | $2.79M |
| Executive Wealth Management, LLC | 28,200 | $2.30M |
| Edge Capital Group, LLC | 26,515 | $2.16M |
| Global Retirement Partners, LLC | 25,823 | $2.11M |
| Lake Street Advisors Group, LLC | 4,790 | $390.8K |
| Strategic Wealth Partners, Ltd. | 3,377 | $283.9K |
| Southern Style Financial, Inc. | 2,792 | $227.7K |
| WR Wealth Planners, LLC | 593 | $48.4K |
| Financial Gravity Companies, Inc. | 512 | $41.8K |