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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 8,960 | $644.9K | 0.07% | +8,666+2,947.6% | Added |
| Everett Harris & Co | 8,995 | $647.4K | 0.01% | +13+0.1% | Added |
| Sweeney & Michel, LLC | 9,793 | $656.1K | 0.29% | +9,793 | New |
| Kerrisdale Advisers, LLC | 9,212 | $663.0K | 0.28% | −9,400−50.5% | Reduced |
| MAI Capital Management | 9,252 | $665.9K | 0.01% | +245+2.7% | Added |
| Parallel Advisors, LLC | 9,260 | $666.4K | 0.02% | +740+8.7% | Added |
| Upper Left Wealth Management, LLC | 9,375 | $674.7K | 0.48% | +2,993+46.9% | Added |
| KMG Fiduciary Partners, LLC | 9,431 | $678.7K | 0.06% | +6,513+223.2% | Added |
| Regatta Capital Group, LLC | 9,443 | $679.6K | 0.13% | +602+6.8% | Added |
| Canvas Wealth Advisors, LLC | 8,508 | $679.7K | 0.17% | +3,121+57.9% | Added |
| Falcon Wealth Planning | 9,493 | $683.2K | 0.08% | +1,935+25.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 9,575 | $689.1K | 0.26% | +2,409+33.6% | Added |
| Westover Capital Advisors, LLC | 9,595 | $690.6K | 0.15% | +2,265+30.9% | Added |
| Access Financial Services, Inc. | 9,600 | $690.9K | 0.28% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,651 | $694.6K | 0.05% | +1,562+19.3% | Added |
| Roman Butler Fullerton & Co | 9,542 | $700.8K | 0.27% | −1,132−10.6% | Reduced |
| National Asset Management, Inc. | 9,855 | $709.2K | 0.02% | +492+5.3% | Added |
| SkyView Investment Advisors, LLC | 10,000 | $720.0K | 0.11% | −3,000−23.1% | Reduced |
| Merit Financial Group, LLC | 10,091 | $726.2K | 0.01% | +3,062+43.6% | Added |
| JSF Financial, LLC | 10,126 | $728.8K | 0.19% | −637−5.9% | Reduced |
| Tru Independence Asset Management 2, LLC | 10,178 | $732.5K | 0.55% | +861+9.2% | Added |
| Verus Financial Partners, Inc. | 10,447 | $766.6K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,657 | $767.0K | 0.00% | +3,914+58.0% | Added |
| Daymark Wealth Partners, LLC | 10,658 | $767.1K | 0.03% | +1,617+17.9% | Added |
| RSM US Wealth Management LLC | 10,819 | $778.7K | 0.01% | +1,001+10.2% | Added |
| M. Kulyk & Associates, LLC | 10,919 | $785.8K | 0.18% | +1,873+20.7% | Added |
| ZEGA Investments, LLC | 11,230 | $808.2K | 0.24% | +11,230 | New |
| JB Capital LLC | 11,396 | $820.2K | 0.05% | +3,035+36.3% | Added |
| Advyzon Investment Management, LLC | 11,399 | $820.4K | 0.29% | −972−7.9% | Reduced |
| TCW Group Inc | 11,423 | $822.1K | 0.01% | −4,442−28.0% | Reduced |
| Belpointe Asset Management LLC | 11,506 | $828.2K | 0.04% | +4,177+57.0% | Added |
| Rahlfs Capital, LLC | 11,540 | $830.5K | 0.83% | 00.0% | Unchanged |
| Allworth Financial LP | 10,203 | $834.2K | 0.00% | −2,927−22.3% | Reduced |
| Samalin Investment Counsel, LLC | 11,622 | $836.5K | 0.34% | +369+3.3% | Added |
| Concurrent Investment Advisors, LLC | 11,720 | $843.5K | 0.02% | +5,617+92.0% | Added |
| Evoke Wealth, LLC | 12,129 | $872.9K | 0.02% | +2,000+19.7% | Added |
| Pure Financial Advisors, Inc. | 12,157 | $874.9K | 0.02% | +782+6.9% | Added |
| Synergy Financial Group, LTD | 12,404 | $892.7K | 0.80% | −1,124−8.3% | Reduced |
| NTV Asset Management LLC | 12,500 | $899.6K | 0.12% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 12,500 | $900.0K | 1.70% | −7,100−36.2% | Reduced |
| WealthPlan Investment Management, LLC | 12,548 | $903.1K | 0.09% | +3,819+43.8% | Added |
| Aries Wealth Management | 12,582 | $905.5K | 0.25% | +2,241+21.7% | Added |
| LaSalle St. Investment Advisors, LLC | 13,021 | $937.0K | 0.22% | −832−6.0% | Reduced |
| Wellspring Financial Advisors, LLC | 13,463 | $968.9K | 0.11% | 00.0% | Unchanged |
| Keel Point, LLC | 13,649 | $982.3K | 0.08% | +70+0.5% | Added |
| Hubbell Strickland Wealth Management, LLC | 13,967 | $1.01M | 0.48% | +2,380+20.5% | Added |
| Tradition Wealth Management, LLC | 13,972 | $1.01M | 0.09% | +82+0.6% | Added |
| Inspirion Wealth Advisors, LLC | 13,974 | $1.01M | 0.14% | +8,066+136.5% | Added |
| Meitav Dash Investments Ltd | 14,050 | $1.01M | 0.02% | +14,050 | New |
| Revisor Wealth Management LLC | 14,106 | $1.02M | 0.45% | +14,106 | New |
| Mills Wealth Advisors LLC | 14,161 | $1.02M | 0.54% | −11,502−44.8% | Reduced |
| Coston, McIsaac & Partners | 14,267 | $1.03M | 0.30% | −173−1.2% | Reduced |
| Strata Wealth Advisors, LLC | 14,373 | $1.03M | 0.32% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 14,470 | $1.04M | 0.15% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 14,595 | $1.05M | 0.09% | +1,022+7.5% | Added |
| Moneta Group Investment Advisors LLC | 14,821 | $1.07M | 0.01% | +8,721+143.0% | Added |
| AE Wealth Management LLC | 15,025 | $1.08M | 0.01% | +2,916+24.1% | Added |
| Mustard Seed Financial, LLC | 15,198 | $1.09M | 0.88% | +10.0% | Added |
| Brown Advisory Inc | 15,266 | $1.10M | 0.00% | 00.0% | Unchanged |
| Condor Capital Management | 15,355 | $1.11M | 0.10% | −865−5.3% | Reduced |
| Great Valley Advisor Group, Inc. | 15,366 | $1.11M | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 15,466 | $1.11M | 0.07% | −148−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 15,731 | $1.13M | 0.02% | +6,619+72.6% | Added |
| Ancora Advisors, LLC | 15,881 | $1.14M | 0.03% | +1,049+7.1% | Added |
| Pallas Capital Advisors LLC | 16,307 | $1.17M | 0.05% | +7,296+81.0% | Added |
| Cerity Partners LLC | 16,514 | $1.19M | 0.00% | +2,510+17.9% | Added |
| Bedel Financial Consulting, Inc. | 14,403 | $1.19M | 0.17% | +193+1.4% | Added |
| Almanack Investment Partners, LLC. | 16,632 | $1.20M | 0.24% | −329−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 16,867 | $1.21M | 0.09% | +290+1.7% | Added |
| Vista Wealth Management Group, LLC | 17,252 | $1.24M | 0.08% | +44+0.3% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.26M | 0.01% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 17,561 | $1.26M | 1.11% | +417+2.4% | Added |
| Ursa Fund Management, LLC | 18,000 | $1.30M | 4.58% | +18,000 | New |
| Clearstead Advisors, LLC | 18,368 | $1.32M | 0.02% | −100−0.5% | Reduced |
| Life Line Wealth Management LLC | 18,478 | $1.33M | 0.49% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 18,976 | $1.37M | 0.01% | +5,609+42.0% | Added |
| CRA Financial Services, LLC | 19,129 | $1.38M | 0.24% | +5,974+45.4% | Added |
| Financial Management Professionals, Inc. | 19,159 | $1.38M | 0.18% | +400+2.1% | Added |
| LifeGoal Wealth Advisors | 19,375 | $1.39M | 1.51% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 19,669 | $1.42M | 0.08% | +19,669 | New |
| Nkcfo LLC | 20,000 | $1.44M | 0.67% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 20,385 | $1.47M | 0.07% | −20−0.1% | Reduced |
| Basso Capital Management, L.P. | 20,500 | $1.48M | 1.26% | +3,500+20.6% | Added |
| GK Wealth Management LLC | 20,689 | $1.49M | 1.86% | +3,681+21.6% | Added |
| Vivaldi Capital Management, LLC | 20,866 | $1.50M | 0.24% | +285+1.4% | Added |
| NewEdge Wealth, LLC | 21,033 | $1.51M | 0.03% | +376+1.8% | Added |
| Mercer Global Advisors Inc | 21,117 | $1.52M | 0.00% | −1,304−5.8% | Reduced |
| LPL Financial LLC | 21,306 | $1.53M | 0.00% | +5,529+35.0% | Added |
| Stansberry Asset Management, LLC | 21,728 | $1.56M | 0.19% | −7,297−25.1% | Reduced |
| Highland Financial Advisors, LLC | 22,153 | $1.59M | 0.57% | −650−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 22,939 | $1.65M | 0.02% | +63+0.3% | Added |
| Secure Asset Management, LLC | 24,002 | $1.73M | 0.35% | +451+1.9% | Added |
| Brinker Capital Investments, LLC | 24,100 | $1.73M | 0.02% | +18,727+348.5% | Added |
| Orion Portfolio Solutions, LLC | 24,100 | $1.73M | 0.02% | +18,727+348.5% | Added |
| Kingsview Wealth Management, LLC | 24,146 | $1.74M | 0.03% | +3,968+19.7% | Added |
| Sanctuary Advisors, LLC | 24,230 | $1.74M | 0.01% | +2,935+13.8% | Added |
| Mission Wealth Management, LP | 24,425 | $1.76M | 0.04% | +5,718+30.6% | Added |
| Financial Partners Group, Inc | 24,886 | $1.79M | 0.28% | −3,117−11.1% | Reduced |
| Private Advisor Group, LLC | 25,351 | $1.82M | 0.01% | +2,016+8.6% | Added |
| Wealthcare Advisory Partners LLC | 25,424 | $1.83M | 0.05% | +21,105+488.7% | Added |