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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 25,712 | $1.85M | 0.19% | +2,472+10.6% | Added |
| Abound Wealth Management | 25,780 | $1.86M | 0.62% | +59+0.2% | Added |
| Brown Brothers Harriman & Co | 26,299 | $1.89M | 0.01% | 00.0% | Unchanged |
| Financial Designs Corp | 26,443 | $1.90M | 1.33% | +1,045+4.1% | Added |
| Childress Capital Advisors, LLC | 26,586 | $1.91M | 0.55% | 00.0% | Unchanged |
| Libra Wealth LLC | 27,492 | $1.98M | 0.74% | −9,087−24.8% | Reduced |
| Sepio Capital, LP | 27,762 | $2.00M | 0.16% | −6,163−18.2% | Reduced |
| Camelot Portfolios, LLC | 28,205 | $2.03M | 1.26% | +28,205 | New |
| Stratos Wealth Advisors, LLC | 28,350 | $2.04M | 0.11% | +111+0.4% | Added |
| CIBC Private Wealth Group, LLC | 30,494 | $2.04M | 0.00% | +3,806+14.3% | Added |
| Firestone Capital Management | 29,059 | $2.09M | 0.55% | +2,721+10.3% | Added |
| EP Wealth Advisors, LLC | 29,450 | $2.12M | 0.02% | +5,807+24.6% | Added |
| DecisionMap Wealth Management, LLC | 30,213 | $2.17M | 1.65% | +10,858+56.1% | Added |
| Archetype Wealth Partners | 30,224 | $2.17M | 0.32% | +4,156+15.9% | Added |
| Bank of America Corp | 30,298 | $2.18M | 0.00% | −948−3.0% | Reduced |
| PTM Wealth Management, LLC | 32,613 | $2.19M | 2.30% | +32,613 | New |
| Promethium Advisors,llc | 30,517 | $2.20M | 1.41% | +25,385+494.6% | Added |
| Integrated Wealth Concepts LLC | 31,077 | $2.24M | 0.03% | +6,748+27.7% | Added |
| SCS Capital Management LLC | 31,305 | $2.25M | 0.03% | +31,305 | New |
| Old Mission Capital LLC | 32,443 | $2.33M | 0.05% | −12,441−27.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 32,557 | $2.34M | 0.97% | −12,416−27.6% | Reduced |
| Rpo LLC | 32,597 | $2.35M | 4.69% | −124,683−79.3% | Reduced |
| Avantax Advisory Services, Inc. | 32,701 | $2.35M | 0.01% | +28,334+648.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,692 | $2.42M | 0.09% | +521+1.6% | Added |
| Arbor Capital Management Inc | 33,556 | $2.50M | 2.43% | +3,162+10.4% | Added |
| Colony Group, LLC | 36,186 | $2.60M | 0.01% | +306+0.9% | Added |
| Peregrine Asset Advisers, Inc. | 36,413 | $2.62M | 0.98% | +1,743+5.0% | Added |
| Valeo Financial Advisors, LLC | 36,720 | $2.64M | 0.07% | +16,168+78.7% | Added |
| SMART Wealth LLC | 36,753 | $2.65M | 0.95% | +3,589+10.8% | Added |
| MML Investors Services, LLC | 37,007 | $2.66M | 0.01% | +37,007 | New |
| Innovative Advisory Group, LLC | 37,060 | $2.67M | 2.53% | +19+0.1% | Added |
| Haven Private, LLC | 37,377 | $2.69M | 1.52% | +3,624+10.7% | Added |
| GWM Advisors LLC | 38,461 | $2.77M | 0.02% | −37,082−49.1% | Reduced |
| Evexia Wealth LLC | 38,526 | $2.77M | 1.01% | +483+1.3% | Added |
| SFMG, LLC | 38,540 | $2.77M | 0.22% | +1,178+3.2% | Added |
| Vista Investment Partners II, LLC | 38,612 | $2.78M | 1.54% | +1,504+4.1% | Added |
| Avaii Wealth Management, LLC | 39,519 | $2.84M | 1.52% | +3,700+10.3% | Added |
| Panoramic Investment Advisors, LLC | 39,872 | $2.87M | 1.94% | +661+1.7% | Added |
| CMG Global Holdings, LLC | 36,090 | $2.95M | 1.92% | +9,242+34.4% | Added |
| Kovitz Investment Group Partners, LLC | 41,082 | $2.96M | 0.01% | +2,920+7.7% | Added |
| Nwam LLC | 42,858 | $3.08M | 0.27% | −903−2.1% | Reduced |
| Lido Advisors, LLC | 42,911 | $3.09M | 0.02% | −1,486−3.3% | Reduced |
| Am Investment Strategies LLC | 45,216 | $3.25M | 0.79% | +2,101+4.9% | Added |
| Mutual Advisors, LLC | 39,658 | $3.30M | 0.09% | +29,287+282.4% | Added |
| Fiduciary Alliance LLC | 46,363 | $3.34M | 0.33% | −557−1.2% | Reduced |
| Milestone Asset Management Group, LLC | 48,817 | $3.51M | 3.18% | +1,540+3.3% | Added |
| Farringdon Capital, Ltd. | 49,816 | $3.59M | 1.81% | +24,124+93.9% | Added |
| PYA Waltman Capital, LLC | 50,229 | $3.61M | 1.14% | +4,898+10.8% | Added |
| First Trust Advisors LP | 52,089 | $3.75M | 0.00% | +2,177+4.4% | Added |
| Cambridge Advisors Inc. | 52,176 | $3.76M | 0.82% | +3,042+6.2% | Added |
| Spire Wealth Management | 53,017 | $3.82M | 0.12% | −1,941−3.5% | Reduced |
| Smart Money Group LLC | 55,562 | $4.00M | 1.36% | +3,879+7.5% | Added |
| Aptus Capital Advisors, LLC | 56,063 | $4.03M | 0.05% | +25,497+83.4% | Added |
| CI Private Wealth, LLC | 58,130 | $4.18M | 0.01% | −21,529−27.0% | Reduced |
| Avenir Tech Ltd | 58,627 | $4.22M | 0.57% | +6,083+11.6% | Added |
| Beaird Harris Wealth Management, LLC | 59,697 | $4.30M | 0.37% | −671−1.1% | Reduced |
| TownSquare Capital, LLC | 60,390 | $4.35M | 0.05% | +2,658+4.6% | Added |
| Park Avenue Securities LLC | 61,401 | $4.42M | 0.05% | +17,436+39.7% | Added |
| Lindbrook Capital, LLC | 61,837 | $4.45M | 0.41% | +58,667+1,850.7% | Added |
| SevenBridge Financial Group, LLC | 50,094 | $4.45M | 0.88% | +16,323+48.3% | Added |
| Altfest L J & Co Inc | 64,183 | $4.62M | 0.58% | −14,763−18.7% | Reduced |
| Beck Capital Management, LLC | 64,811 | $4.66M | 1.37% | +6,121+10.4% | Added |
| BlackRock, Inc. | 70,971 | $5.11M | 0.00% | +70,971 | New |
| Bank of Montreal | 71,753 | $5.16M | 0.00% | −7,210−9.1% | Reduced |
| Advisory Services Network, LLC | 72,050 | $5.19M | 0.10% | +42,316+142.3% | Added |
| Mad River Investors | 75,053 | $5.40M | 2.29% | −1,245−1.6% | Reduced |
| US Bancorp | 76,264 | $5.49M | 0.01% | +453+0.6% | Added |
| Exencial Wealth Advisors, LLC | 77,230 | $5.56M | 0.21% | −25,649−24.9% | Reduced |
| Pasadena Private Wealth, LLC | 78,811 | $5.67M | 1.09% | +2,713+3.6% | Added |
| CWM, LLC | 79,217 | $5.70M | 0.02% | +30,878+63.9% | Added |
| Sowell Financial Services LLC | 80,073 | $5.76M | 0.26% | +7,226+9.9% | Added |
| Citrine Capital LLC | 80,485 | $5.79M | 3.62% | +9,288+13.0% | Added |
| Copperleaf Capital, LLC | 80,569 | $5.80M | 3.47% | +25,049+45.1% | Added |
| Courage Capital Management LLC | 81,321 | $5.85M | 11.95% | +11,450+16.4% | Added |
| Integrated Advisors Network LLC | 84,130 | $6.05M | 0.31% | +1,557+1.9% | Added |
| Kingswood Wealth Advisors, LLC | 84,215 | $6.06M | 0.55% | +2,606+3.2% | Added |
| Kestra Private Wealth Services, LLC | 84,404 | $6.07M | 0.10% | +8,357+11.0% | Added |
| Brookstone Capital Management | 86,512 | $6.23M | 0.09% | +228+0.3% | Added |
| Modus Advisors, LLC | 89,030 | $6.41M | 2.10% | −840−0.9% | Reduced |
| QTR Family Wealth, LLC | 89,087 | $6.41M | 4.83% | +89,087 | New |
| Alamea Verwaltungs GmbH | 94,371 | $6.79M | 5.87% | +94,371 | New |
| Cambridge Investment Research Advisors, Inc. | 95,247 | $6.86M | 0.02% | +470.0% | Added |
| Virtu Financial LLC | 95,958 | $6.91M | 0.38% | +89,741+1,443.5% | Added |
| Senator Investment Group LP | 97,041 | $6.98M | 0.37% | +50,539+108.7% | Added |
| Traynor Capital Management, Inc. | 97,549 | $7.02M | 0.59% | +68,288+233.4% | Added |
| Ieq Capital, LLC | 102,927 | $7.41M | 0.06% | +42,719+71.0% | Added |
| Fiduciary Trust Co | 105,171 | $7.57M | 0.10% | +20,224+23.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 105,272 | $7.58M | 0.01% | +16,092+18.0% | Added |
| Allegheny Financial Group LTD | 105,484 | $7.59M | 1.95% | +36,738+53.4% | Added |
| Citadel Advisors LLC | 111,035 | $7.99M | 0.01% | +51,127+85.3% | Added |
| DRW Securities, LLC | 112,409 | $8.09M | 0.69% | +87,872+358.1% | Added |
| Flow Traders U.S. LLC | 114,799 | $8.26M | 0.35% | −96,244−45.6% | Reduced |
| Simplex Trading, LLC | 119,045 | $8.57M | 0.30% | −44,699−27.3% | Reduced |
| Creative Planning | 119,367 | $8.59M | 0.01% | +4,424+3.8% | Added |
| Newtyn Management, LLC | 120,200 | $8.65M | 1.37% | 00.0% | Unchanged |
| StoneX Group Inc. | 124,192 | $8.94M | 0.49% | +656+0.5% | Added |
| Cetera Investment Advisers | 132,209 | $9.52M | 0.02% | +41,900+46.4% | Added |
| Heck Capital Advisors, LLC | 132,735 | $9.55M | 1.07% | −14,199−9.7% | Reduced |
| Parcion Private Wealth LLC | 137,636 | $9.91M | 0.81% | −14,385−9.5% | Reduced |
| Consolidated Portfolio Review Corp | 140,818 | $10.1M | 1.62% | +12,733+9.9% | Added |