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, Q1 2025
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Mar 31, 2025. 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
- 535
- +13 vs. Q4 2024
- Shares held
- 49.1M
- −11.1M (−18.4%) vs. Q4 2024
- Total value
- $3.54B
- −$1.37B (−28.0%) vs. Q4 2024
- New holders
- 73
- 266 more added
- Sold out
- 60
- 105 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 4 | $0 | 0.00% | +4 | New |
| Morgan Stanley | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $216 | 0.00% | −187−98.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $216 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6 | $461 | 0.00% | +5+500.0% | Added |
| Fourth Dimension Wealth, LLC | 10 | $720 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $720 | 0.00% | +10 | New |
| N.E.W. Advisory Services LLC | 10 | $720 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 11 | $792 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 12 | $864 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 17 | $1.25K | 0.00% | +17 | New |
| Pandora Wealth, Inc. | 20 | $1.44K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 23 | $1.65K | 0.00% | −360−94.0% | Reduced |
| Copia Wealth Management | 24 | $1.73K | 0.00% | −38−61.3% | Reduced |
| PrairieView Partners, LLC | 40 | $2.00K | 0.00% | +15+60.0% | Added |
| GHP Investment Advisors, Inc. | 33 | $2.38K | 0.00% | +33 | New |
| Frazier Financial Advisors, LLC | 38 | $2.71K | 0.00% | +19+100.0% | Added |
| Rossby Financial, LCC | 57 | $4.79K | 0.00% | +57 | New |
| Vision Financial Markets LLC | 70 | $5.04K | 0.01% | +70 | New |
| Glassman Wealth Services | 81 | $5.83K | 0.00% | +81 | New |
| Assetmark, Inc | 88 | $6.33K | 0.00% | −4−4.3% | Reduced |
| Ruedi Wealth Management, Inc. | 89 | $6.41K | 0.00% | +89 | New |
| Garde Capital, Inc. | 90 | $6.48K | 0.00% | +90 | New |
| FMR LLC | 91 | $6.58K | 0.00% | +89+4,450.0% | Added |
| CKW Financial Group | 88 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 115 | $8.27K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 116 | $8.32K | 0.00% | +90+346.2% | Added |
| HighMark Wealth Management LLC | 120 | $8.64K | 0.01% | −40−25.0% | Reduced |
| Spectrum Wealth Counsel, LLC | 121 | $8.71K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 130 | $9.36K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 130 | $9.36K | 0.01% | +90+225.0% | Added |
| Financial Freedom, LLC | 135 | $9.72K | 0.01% | +111+462.5% | Added |
| Country Trust Bank | 148 | $10.7K | 0.00% | +34+29.8% | Added |
| FSC Wealth Advisors, LLC | 161 | $11.6K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 169 | $12.2K | 0.01% | +11+7.0% | Added |
| Atlantic Trust, LLC | 170 | $12.2K | 0.00% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 175 | $12.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 185 | $13.0K | 0.00% | +185 | New |
| Iron Horse Wealth Management, LLC | 200 | $14.4K | 0.00% | +100+100.0% | Added |
| Harbour Investments, Inc. | 200 | $14.4K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 210 | $15.1K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 217 | $15.6K | 0.01% | +142+189.3% | Added |
| Financial Network Wealth Advisors LLC | 229 | $16.5K | 0.02% | −125−35.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 231 | $16.7K | 0.01% | −85−26.9% | Reduced |
| Parkside Financial Bank & Trust | 260 | $18.7K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 235 | $19.6K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 272 | $19.6K | 0.01% | +272 | New |
| UMA Financial Services, Inc. | 275 | $19.8K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 278 | $20.0K | 0.01% | +117+72.7% | Added |
| SRS Capital Advisors, Inc. | 292 | $21.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 305 | $22.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 323 | $23.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 404 | $29.1K | 0.00% | +350+648.1% | Added |
| Newbridge Financial Services Group, Inc. | 504 | $36.3K | 0.01% | +54+12.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 524 | $37.7K | 0.00% | +242+85.8% | Added |
| Cordant, Inc. | 559 | $40.2K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 565 | $41.0K | 0.00% | +213+60.5% | Added |
| Hexagon Capital Partners LLC | 570 | $41.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 600 | $43.2K | 0.00% | −1,609−72.8% | Reduced |
| Trust Co of Vermont | 600 | $43.2K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 602 | $43.3K | 0.02% | +50+9.1% | Added |
| Truvestments Capital LLC | 609 | $43.8K | 0.01% | +609 | New |
| Canton Hathaway, LLC | 625 | $45.0K | 0.01% | +150+31.6% | Added |
| Curio Wealth, LLC | 1 | $47.2K | 0.02% | −578−99.8% | Reduced |
| Aspect Partners, LLC | 660 | $47.5K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 665 | $47.9K | 0.03% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 666 | $47.9K | 0.03% | +42+6.7% | Added |
| Hurley Capital, LLC | 670 | $48.2K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 680 | $48.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 775 | $55.8K | 0.00% | +575+287.5% | Added |
| Golden State Wealth Management, LLC | 779 | $56.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 795 | $57.2K | 0.00% | +22+2.8% | Added |
| Heritage Wealth Advisors | 817 | $58.8K | 0.00% | +687+528.5% | Added |
| Atlantic Private Wealth, LLC | 823 | $59.2K | 0.04% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 824 | $59.3K | 0.02% | −1,085−56.8% | Reduced |
| Huntington National Bank | – | $61.2K | 0.00% | – | – |
| Bryn Mawr Trust Co | 866 | $62.3K | 0.00% | +866 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 868 | $62.5K | 0.00% | +253+41.1% | Added |
| Carolinas Wealth Consulting LLC | 900 | $64.8K | 0.01% | −2,234−71.3% | Reduced |
| Teachers Insurance & Annuity Association of America | 935 | $67.3K | 0.09% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 970 | $69.8K | 0.05% | −159−14.1% | Reduced |
| Park Square Financial Group, LLC | 1,003 | $72.2K | 0.06% | −450−31.0% | Reduced |
| Sound Income Strategies, LLC | 1,021 | $73.5K | 0.00% | +383+60.0% | Added |
| Investment Counsel Co of Nevada | 1,037 | $74.6K | 0.17% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,100 | $79.2K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,150 | $82.8K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 1,126 | $83.5K | 0.02% | −2,307−67.2% | Reduced |
| Signaturefd, LLC | 1,219 | $87.7K | 0.00% | +136+12.6% | Added |
| Umb Bank N A | 1,275 | $91.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,406 | $101.2K | 0.01% | +17+1.2% | Added |
| Massmutual Trust Co FSB | 1,430 | $102.9K | 0.00% | +767+115.7% | Added |
| Quest 10 Wealth Builders, Inc. | 1,445 | $104.0K | 0.11% | +203+16.3% | Added |
| MCF Advisors LLC | 1,459 | $105.0K | 0.01% | −991−40.4% | Reduced |
| Icon Wealth Advisors, LLC | 1,518 | $109.3K | 0.01% | +1,518 | New |
| Strategic Investment Solutions, Inc. | 1,528 | $110.0K | 0.03% | +106+7.5% | Added |
| Silicon Valley Capital Partners | 1,750 | $128.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,780 | $128.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,832 | $131.8K | 0.03% | +1,832 | New |
| Presidio Capital Management, LLC | 1,900 | $136.7K | 0.06% | +1,900 | New |