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 |
|---|---|---|---|---|---|
| Clientfirst Wealth Management, LLC | 4,808 | $346.0K | 0.39% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,836 | $348.1K | 0.03% | −428−8.1% | Reduced |
| Wealth Effects LLC | 4,885 | $351.6K | 0.15% | +2,070+73.5% | Added |
| Retirement Income Solutions, Inc | 4,919 | $354.0K | 0.07% | +4,919 | New |
| Proficio Capital Partners LLC | 4,921 | $354.1K | 0.03% | −2,477−33.5% | Reduced |
| Instrumental Wealth, LLC | 4,270 | $355.7K | 0.32% | +4,270 | New |
| Two Sigma Securities, LLC | 4,944 | $355.8K | 0.05% | +4,944 | New |
| IVC Wealth Advisors LLC | 5,002 | $360.0K | 0.19% | +1,202+31.6% | Added |
| Adviser Investments LLC | 5,110 | $367.8K | 0.00% | +5,110 | New |
| Dudley Capital Management, LLC | 5,132 | $369.4K | 0.20% | +5,132 | New |
| Smallwood Wealth Investment Management, LLC | 5,146 | $370.4K | 0.23% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,205 | $374.6K | 0.01% | +1,090+26.5% | Added |
| Guidance Point Advisors, LLC | 5,212 | $375.1K | 0.11% | −596−10.3% | Reduced |
| Wealth Preservation Advisors, LLC | 5,236 | $376.8K | 0.27% | +5,236 | New |
| Congress Wealth Management LLC | 5,169 | $378.8K | 0.00% | +1,228+31.2% | Added |
| Chicago Capital, LLC | 5,309 | $382.1K | 0.01% | +652+14.0% | Added |
| Cardiff Park Advisors, LLC | 5,325 | $383.2K | 0.04% | +325+6.5% | Added |
| Epiq Partners, LLC | 5,334 | $383.9K | 0.20% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,339 | $384.3K | 0.02% | +2,355+78.9% | Added |
| KFG Wealth Management, LLC | 5,378 | $387.1K | 0.07% | +1,903+54.8% | Added |
| Cascade Financial Partners, LLC | 5,382 | $387.3K | 0.05% | +1,632+43.5% | Added |
| J.W. Cole Advisors, Inc. | 5,407 | $389.1K | 0.01% | +5,407 | New |
| Founders Financial Securities LLC | 4,713 | $390.1K | 0.03% | +972+26.0% | Added |
| Robinswood Financial LLC | 5,486 | $394.8K | 0.15% | +5,486 | New |
| Sage Mountain Advisors LLC | 5,503 | $396.1K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,540 | $398.7K | 0.00% | −1,203−17.8% | Reduced |
| Warren Averett Asset Management, LLC | 5,612 | $403.9K | 0.00% | +427+8.2% | Added |
| RFG Advisory, LLC | 5,616 | $404.2K | 0.01% | −30,727−84.5% | Reduced |
| Wealth Alliance | 5,629 | $405.1K | 0.05% | +1,433+34.2% | Added |
| Waldron Private Wealth LLC | 5,630 | $405.2K | 0.02% | −545−8.8% | Reduced |
| Independent Financial Group, LLC | 5,653 | $406.8K | 0.01% | −2,614−31.6% | Reduced |
| Central Trust Co | 5,722 | $411.8K | 0.01% | +238+4.3% | Added |
| Horizon Kinetics Asset Management LLC | 5,791 | $416.8K | 0.00% | −90−1.5% | Reduced |
| FineMark National Bank & Trust | 5,851 | $421.1K | 0.02% | +5,851 | New |
| Greenberg Financial Group | 7,241 | $427.4K | 0.18% | +7,241 | New |
| United Capital Financial Advisers, LLC | 5,967 | $429.4K | 0.00% | +1,245+26.4% | Added |
| Whittier Trust Co | 6,000 | $431.8K | 0.01% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 6,050 | $435.4K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 6,050 | $435.4K | 0.11% | +520+9.4% | Added |
| Chilton Investment Co LLC | 6,056 | $435.9K | 0.01% | +1,180+24.2% | Added |
| Wedmont Private Capital | 6,049 | $443.0K | 0.02% | +2,578+74.3% | Added |
| Redhawk Wealth Advisors, Inc. | 6,177 | $444.6K | 0.06% | +470+8.2% | Added |
| Clear Creek Financial Management, LLC | 6,225 | $448.0K | 0.05% | +2,489+66.6% | Added |
| Thoroughbred Financial Services, LLC | 6,331 | $455.0K | 0.03% | +175+2.8% | Added |
| Insigneo Advisory Services, LLC | 6,335 | $455.9K | 0.05% | +2,943+86.8% | Added |
| Ethos Financial Group, LLC | 5,595 | $456.4K | 0.04% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 6,384 | $459.5K | 0.18% | −490−7.1% | Reduced |
| Brighton Jones LLC | 6,394 | $460.2K | 0.01% | +2,440+61.7% | Added |
| IFP Advisors, Inc | 6,394 | $460.2K | 0.01% | +2,667+71.6% | Added |
| Joel Isaacson & Co., LLC | 6,442 | $463.6K | 0.02% | +300+4.9% | Added |
| Tectonic Advisors LLC | 6,444 | $463.8K | 0.03% | +672+11.6% | Added |
| Financial Sense Advisors, Inc. | 6,500 | $467.8K | 0.13% | −1,000−13.3% | Reduced |
| We Are One Seven, LLC | 6,524 | $469.5K | 0.02% | +1,173+21.9% | Added |
| Sequoia Financial Advisors, LLC | 6,560 | $472.1K | 0.00% | +257+4.1% | Added |
| Global View Capital Management LLC | 6,562 | $472.3K | 0.17% | +6,562 | New |
| Moors & Cabot, Inc. | 6,599 | $474.9K | 0.02% | −3,544−34.9% | Reduced |
| Signal Advisors Wealth, LLC | 6,725 | $484.0K | 0.05% | +6,725 | New |
| Wealthspire Advisors, LLC | 6,817 | $490.6K | 0.00% | −5−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,855 | $493.4K | 0.01% | +2,513+57.9% | Added |
| Sandbox Financial Partners, LLC | 6,886 | $495.6K | 0.17% | +3,972+136.3% | Added |
| Fairview Capital Investment Management, LLC | 6,950 | $500.2K | 0.03% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 6,950 | $500.2K | 0.12% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,000 | $503.8K | 0.02% | +2,000+40.0% | Added |
| Abundance Wealth Counselors | 7,010 | $505.0K | 0.11% | +7,010 | New |
| BCJ Capital Management, LLC | 7,188 | $517.3K | 0.04% | −5−0.1% | Reduced |
| Peloton Wealth Strategists | 7,317 | $527.0K | 0.22% | +1,312+21.8% | Added |
| Willis Johnson & Associates, Inc. | 7,329 | $527.4K | 0.04% | +434+6.3% | Added |
| Berger Financial Group, Inc | 7,362 | $529.8K | 0.04% | 00.0% | Unchanged |
| Matauro, LLC | 7,368 | $530.3K | 0.11% | +7,368 | New |
| Stonegate Investment Group, LLC | 7,372 | $530.6K | 0.01% | +80+1.1% | Added |
| Larson Financial Group LLC | 7,443 | $535.6K | 0.03% | +612+9.0% | Added |
| Vanguard Capital Wealth Advisors | 7,475 | $538.0K | 0.66% | +7,475 | New |
| FRG Family Wealth Advisors LLC | 7,540 | $542.7K | 0.10% | +7,540 | New |
| Running Point Capital Advisors, LLC | 7,634 | $549.4K | 0.17% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,492 | $555.9K | 0.01% | +1,423+23.4% | Added |
| LBMC Investment Advisors, LLC | 7,745 | $557.4K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,798 | $561.2K | 0.02% | +1,555+24.9% | Added |
| Chicago Partners Investment Group LLC | 6,738 | $565.7K | 0.02% | +222+3.4% | Added |
| Vestor Capital, LLC | 7,919 | $570.0K | 0.05% | +2,530+46.9% | Added |
| Beaumont Capital Management, LLC | 7,939 | $571.4K | 0.42% | +7,939 | New |
| Associated Banc-Corp | 7,942 | $571.6K | 0.02% | −1,250−13.6% | Reduced |
| AdvisorNet Financial, Inc | 7,976 | $574.0K | 0.04% | +977+14.0% | Added |
| Rothschild Investment LLC | 8,000 | $575.8K | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,787 | $577.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 8,051 | $579.4K | 0.03% | +2,500+45.0% | Added |
| Wealth Group Ltd | 8,053 | $579.6K | 0.17% | +5,056+168.7% | Added |
| Capital Investment Advisors, LLC | 8,114 | $583.9K | 0.01% | −13,272−62.1% | Reduced |
| 3EDGE Asset Management, LP | 8,180 | $588.7K | 0.04% | +8,180 | New |
| Betterment LLC | 8,225 | $592.0K | 0.00% | +2,112+34.5% | Added |
| L.M. Kohn & Company | 8,245 | $593.4K | 0.16% | +5,110+163.0% | Added |
| Werba Rubin Papier Wealth Management | 8,334 | $599.8K | 0.13% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 8,368 | $602.2K | 0.02% | +3,381+67.8% | Added |
| GWN Securities Inc. | 8,435 | $607.1K | 0.03% | +4,073+93.4% | Added |
| GR Financial Group, LLC | 8,714 | $627.1K | 0.10% | +1,663+23.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,778 | $631.8K | 0.02% | +177+2.1% | Added |
| Timber Creek Capital Management LLC | 8,778 | $631.8K | 0.17% | +87+1.0% | Added |
| Diligent Investors, LLC | 8,819 | $634.7K | 0.15% | +8,819 | New |
| Wealth Quarterback LLC | 8,846 | $636.6K | 0.36% | +1,942+28.1% | Added |
| Change Path, LLC | 8,912 | $641.4K | 0.02% | +4,533+103.5% | Added |
| Delta Investment Management, LLC | 8,948 | $644.0K | 0.13% | +974+12.2% | Added |