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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 1,955 | $140.7K | 0.01% | −1,000−33.8% | Reduced |
| Asset Dedication, LLC | 1,999 | $143.9K | 0.01% | +405+25.4% | Added |
| Plante Moran Financial Advisors, LLC | 2,053 | $147.8K | 0.01% | +200+10.8% | Added |
| Royal Bank of Canada | 2,135 | $154.0K | 0.00% | +1,484+228.0% | Added |
| Rosenberg Matthew Hamilton | 2,219 | $159.7K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,330 | $167.7K | 0.01% | +43+1.9% | Added |
| Coldstream Capital Management Inc | 2,361 | $169.9K | 0.00% | +2,361 | New |
| Brown, Lisle/Cummings, Inc. | 2,435 | $175.2K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,500 | $179.9K | 0.06% | +2,500 | New |
| Centerpoint Advisors, LLC | 2,581 | $186.0K | 0.07% | +555+27.4% | Added |
| Baring Financial LLC | 2,792 | $200.9K | 0.17% | +2,792 | New |
| Strategies Wealth Advisors, LLC | 2,812 | $202.4K | 0.02% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,818 | $202.8K | 0.06% | +2,818 | New |
| Appleton Partners Inc | 2,825 | $203.0K | 0.02% | +2,825 | New |
| Sunbelt Securities, Inc. | 2,832 | $203.8K | 0.02% | −8,819−75.7% | Reduced |
| Financial Perspectives, Inc | 2,848 | $205.0K | 0.07% | +196+7.4% | Added |
| JPMorgan Chase & Co | 2,855 | $205.5K | 0.00% | +2,197+333.9% | Added |
| Perigon Wealth Management, LLC | 2,860 | $205.8K | 0.01% | +2,860 | New |
| Howe & Rusling Inc | 2,875 | $206.9K | 0.02% | +2,875 | New |
| IFG Advisors, LLC | 2,886 | $207.7K | 0.04% | +325+12.7% | Added |
| Prosperity Planning, Inc. | 2,900 | $208.7K | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 2,910 | $209.4K | 0.00% | −1,070−26.9% | Reduced |
| Pennsylvania Capital Management Inc | 2,922 | $210.3K | 0.08% | +2,922 | New |
| BankPlus Trust Department | 2,927 | $210.7K | 0.07% | 00.0% | Unchanged |
| McMill Wealth Management | 2,928 | $210.7K | 0.08% | +2,928 | New |
| Bokf, NA | 2,938 | $211.4K | 0.00% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,979 | $214.4K | 0.06% | +325+12.2% | Added |
| Clarus Group, Inc. | 3,000 | $215.9K | 0.08% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 3,000 | $215.9K | 0.25% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 3,008 | $216.5K | 0.08% | +3,008 | New |
| KPP Advisory Services LLC | 3,022 | $217.5K | 0.04% | +3,022 | New |
| Brogan Financial, Inc. | 3,049 | $219.4K | 0.11% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 3,060 | $220.2K | 0.18% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,170 | $228.1K | 0.00% | +2,870+956.7% | Added |
| MTM Investment Management, LLC | 3,084 | $228.8K | 0.09% | −525−14.5% | Reduced |
| Endowment Wealth Management, Inc. | 3,216 | $231.5K | 0.15% | +398+14.1% | Added |
| AlTi Global, Inc. | 3,336 | $240.1K | 0.01% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 3,385 | $243.6K | 0.07% | +3,385 | New |
| Franklin Resources Inc | 3,390 | $244.0K | 0.00% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,390 | $244.0K | 0.11% | +620+22.4% | Added |
| Vista Finance, LLC | 3,451 | $248.4K | 0.22% | +966+38.9% | Added |
| Anson Capital, Inc. | 3,454 | $248.6K | 0.21% | +3,454 | New |
| Thompson Davis & Co., Inc. | 3,465 | $249.4K | 0.20% | −2,100−37.7% | Reduced |
| Drive Wealth Management, LLC | 3,492 | $251.3K | 0.06% | +960+37.9% | Added |
| Beacon Investment Advisory Services, Inc. | 3,500 | $251.9K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 3,501 | $252.0K | 0.00% | +3,501 | New |
| Gerber, LLC | 3,508 | $252.4K | 0.21% | +245+7.5% | Added |
| Well Done, LLC | 3,100 | $252.9K | 0.05% | +3,100 | New |
| Pine Valley Investments Ltd Liability Co | 3,518 | $253.2K | 0.02% | +3,518 | New |
| Clare Market Investments LLC | 3,565 | $256.6K | 0.07% | −5,770−61.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,518 | $257.2K | 0.04% | +25+0.7% | Added |
| RPg Family Wealth Advisory, LLC | 3,611 | $259.9K | 0.07% | +3,611 | New |
| Capital Performance Advisors LLP | 3,620 | $260.5K | 0.06% | +150+4.3% | Added |
| Hilltop Holdings Inc. | 3,623 | $260.7K | 0.02% | +3,623 | New |
| Veracity Capital LLC | 3,657 | $263.2K | 0.10% | +798+27.9% | Added |
| RMR Capital Management, LLC | 3,659 | $263.3K | 0.19% | +303+9.0% | Added |
| Claro Advisors LLC | 3,666 | $263.8K | 0.04% | +3,666 | New |
| SMI Advisory Services, LLC | 3,878 | $264.2K | 0.06% | −64,811−94.4% | Reduced |
| Navellier & Associates Inc | 3,213 | $264.7K | 0.04% | +3,213 | New |
| NorthStar Asset Management LLC | 3,720 | $267.7K | 0.17% | 00.0% | Unchanged |
| Wealth Management Nebraska | 3,300 | $269.2K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 3,775 | $271.7K | 0.07% | +643+20.5% | Added |
| Crestwood Advisors Group LLC | 3,817 | $274.7K | 0.01% | +671+21.3% | Added |
| Oakworth Capital, Inc. | 3,836 | $276.1K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,854 | $277.0K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,904 | $280.9K | 0.03% | +223+6.1% | Added |
| Simon Quick Advisors, LLC | 3,939 | $283.5K | 0.02% | 00.0% | Unchanged |
| CLG LLC | 4,021 | $289.4K | 0.10% | +1,204+42.7% | Added |
| Waddell & Associates, LLC | 4,022 | $289.5K | 0.04% | −88−2.1% | Reduced |
| Guardian Wealth Advisors, LLC | 4,035 | $290.4K | 0.02% | +161+4.2% | Added |
| Sandy Cove Advisors, LLC | 4,065 | $292.5K | 0.12% | +323+8.6% | Added |
| Impact Partnership Wealth, LLC | 4,105 | $295.4K | 0.06% | −475−10.4% | Reduced |
| Pensionmark Financial Group, LLC | 4,117 | $296.3K | 0.01% | +753+22.4% | Added |
| Diversify Wealth Management, LLC | 3,560 | $296.3K | 0.02% | +186+5.5% | Added |
| Beacon Capital Management, LLC | 4,128 | $297.1K | 0.04% | +2,059+99.5% | Added |
| Total Investment Management Inc | 4,141 | $298.0K | 0.04% | −483−10.4% | Reduced |
| BKD Wealth Advisors, LLC | 4,189 | $301.5K | 0.01% | −1,191−22.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,195 | $301.9K | 0.00% | +1,647+64.6% | Added |
| Titleist Asset Management, LLC | 4,217 | $303.5K | 0.04% | −525−11.1% | Reduced |
| Tamar Securities, LLC | 4,223 | $303.9K | 0.04% | +200+5.0% | Added |
| Tocqueville Asset Management L.P. | 4,230 | $304.4K | 0.00% | +370+9.6% | Added |
| Five Pine Wealth Management | 4,250 | $305.9K | 0.25% | +962+29.3% | Added |
| Ritholtz Wealth Management | 4,278 | $307.9K | 0.01% | +644+17.7% | Added |
| Invesco Ltd. | 4,298 | $309.3K | 0.00% | −858−16.6% | Reduced |
| Exchange Capital Management, Inc. | 4,300 | $309.5K | 0.05% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 4,306 | $309.9K | 0.08% | +1,195+38.4% | Added |
| Strait & Sound Wealth Management LLC | 4,310 | $310.2K | 0.14% | +310+7.8% | Added |
| National Wealth Management Group, LLC | 4,325 | $311.3K | 0.20% | +750+21.0% | Added |
| McAdam, LLC | 4,326 | $311.3K | 0.02% | +465+12.0% | Added |
| Raymond James Financial Inc | 4,336 | $312.1K | 0.00% | −2,735−38.7% | Reduced |
| Geneva Partners, LLC | 4,371 | $314.6K | 0.16% | +1,230+39.2% | Added |
| Empower Advisory Group, LLC | 4,388 | $315.8K | 0.00% | +637+17.0% | Added |
| Ellis Investment Partners, LLC | 4,398 | $316.5K | 0.07% | +223+5.3% | Added |
| Drucker Wealth 3.0, LLC | 4,412 | $317.5K | 0.07% | −540−10.9% | Reduced |
| KKM Financial LLC | 4,500 | $323.9K | 0.14% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,512 | $324.7K | 0.00% | −8,388−65.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,429 | $328.6K | 0.03% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 4,673 | $336.3K | 0.23% | +400+9.4% | Added |
| Robertson Stephens Wealth Management, LLC | 4,736 | $340.9K | 0.01% | +928+24.4% | Added |
| Advisor Group Holdings, Inc. | 4,749 | $341.8K | 0.00% | +2,326+96.0% | Added |