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 |
|---|---|---|---|---|---|
| SFMG, LLC | 38,540 | $2.77M | 0.22% | +1,178+3.2% | Added |
| Evexia Wealth LLC | 38,526 | $2.77M | 1.01% | +483+1.3% | Added |
| GWM Advisors LLC | 38,461 | $2.77M | 0.02% | −37,082−49.1% | Reduced |
| Haven Private, LLC | 37,377 | $2.69M | 1.52% | +3,624+10.7% | Added |
| Innovative Advisory Group, LLC | 37,060 | $2.67M | 2.53% | +19+0.1% | Added |
| MML Investors Services, LLC | 37,007 | $2.66M | 0.01% | +37,007 | New |
| SMART Wealth LLC | 36,753 | $2.65M | 0.95% | +3,589+10.8% | Added |
| Valeo Financial Advisors, LLC | 36,720 | $2.64M | 0.07% | +16,168+78.7% | Added |
| Peregrine Asset Advisers, Inc. | 36,413 | $2.62M | 0.98% | +1,743+5.0% | Added |
| Colony Group, LLC | 36,186 | $2.60M | 0.01% | +306+0.9% | Added |
| Arbor Capital Management Inc | 33,556 | $2.50M | 2.43% | +3,162+10.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,692 | $2.42M | 0.09% | +521+1.6% | Added |
| Avantax Advisory Services, Inc. | 32,701 | $2.35M | 0.01% | +28,334+648.8% | Added |
| Rpo LLC | 32,597 | $2.35M | 4.69% | −124,683−79.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 32,557 | $2.34M | 0.97% | −12,416−27.6% | Reduced |
| Old Mission Capital LLC | 32,443 | $2.33M | 0.05% | −12,441−27.7% | Reduced |
| SCS Capital Management LLC | 31,305 | $2.25M | 0.03% | +31,305 | New |
| Integrated Wealth Concepts LLC | 31,077 | $2.24M | 0.03% | +6,748+27.7% | Added |
| Promethium Advisors,llc | 30,517 | $2.20M | 1.41% | +25,385+494.6% | Added |
| PTM Wealth Management, LLC | 32,613 | $2.19M | 2.30% | +32,613 | New |
| Bank of America Corp | 30,298 | $2.18M | 0.00% | −948−3.0% | Reduced |
| Archetype Wealth Partners | 30,224 | $2.17M | 0.32% | +4,156+15.9% | Added |
| DecisionMap Wealth Management, LLC | 30,213 | $2.17M | 1.65% | +10,858+56.1% | Added |
| EP Wealth Advisors, LLC | 29,450 | $2.12M | 0.02% | +5,807+24.6% | Added |
| Firestone Capital Management | 29,059 | $2.09M | 0.55% | +2,721+10.3% | Added |
| CIBC Private Wealth Group, LLC | 30,494 | $2.04M | 0.00% | +3,806+14.3% | Added |
| Stratos Wealth Advisors, LLC | 28,350 | $2.04M | 0.11% | +111+0.4% | Added |
| Camelot Portfolios, LLC | 28,205 | $2.03M | 1.26% | +28,205 | New |
| Sepio Capital, LP | 27,762 | $2.00M | 0.16% | −6,163−18.2% | Reduced |
| Libra Wealth LLC | 27,492 | $1.98M | 0.74% | −9,087−24.8% | Reduced |
| Childress Capital Advisors, LLC | 26,586 | $1.91M | 0.55% | 00.0% | Unchanged |
| Financial Designs Corp | 26,443 | $1.90M | 1.33% | +1,045+4.1% | Added |
| Brown Brothers Harriman & Co | 26,299 | $1.89M | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 25,780 | $1.86M | 0.62% | +59+0.2% | Added |
| First Heartland Consultants, Inc. | 25,712 | $1.85M | 0.19% | +2,472+10.6% | Added |
| Wealthcare Advisory Partners LLC | 25,424 | $1.83M | 0.05% | +21,105+488.7% | Added |
| Private Advisor Group, LLC | 25,351 | $1.82M | 0.01% | +2,016+8.6% | Added |
| Financial Partners Group, Inc | 24,886 | $1.79M | 0.28% | −3,117−11.1% | Reduced |
| Mission Wealth Management, LP | 24,425 | $1.76M | 0.04% | +5,718+30.6% | Added |
| Sanctuary Advisors, LLC | 24,230 | $1.74M | 0.01% | +2,935+13.8% | Added |
| Kingsview Wealth Management, LLC | 24,146 | $1.74M | 0.03% | +3,968+19.7% | 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 |
| Secure Asset Management, LLC | 24,002 | $1.73M | 0.35% | +451+1.9% | Added |
| Ronald Blue Trust, Inc. | 22,939 | $1.65M | 0.02% | +63+0.3% | Added |
| Highland Financial Advisors, LLC | 22,153 | $1.59M | 0.57% | −650−2.9% | Reduced |
| Stansberry Asset Management, LLC | 21,728 | $1.56M | 0.19% | −7,297−25.1% | Reduced |
| LPL Financial LLC | 21,306 | $1.53M | 0.00% | +5,529+35.0% | Added |
| Mercer Global Advisors Inc | 21,117 | $1.52M | 0.00% | −1,304−5.8% | Reduced |
| NewEdge Wealth, LLC | 21,033 | $1.51M | 0.03% | +376+1.8% | Added |
| Vivaldi Capital Management, LLC | 20,866 | $1.50M | 0.24% | +285+1.4% | Added |
| GK Wealth Management LLC | 20,689 | $1.49M | 1.86% | +3,681+21.6% | Added |
| Basso Capital Management, L.P. | 20,500 | $1.48M | 1.26% | +3,500+20.6% | Added |
| Meridian Wealth Management, LLC | 20,385 | $1.47M | 0.07% | −20−0.1% | Reduced |
| Nkcfo LLC | 20,000 | $1.44M | 0.67% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 19,669 | $1.42M | 0.08% | +19,669 | New |
| LifeGoal Wealth Advisors | 19,375 | $1.39M | 1.51% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19,159 | $1.38M | 0.18% | +400+2.1% | Added |
| CRA Financial Services, LLC | 19,129 | $1.38M | 0.24% | +5,974+45.4% | Added |
| Pathstone Holdings, LLC | 18,976 | $1.37M | 0.01% | +5,609+42.0% | Added |
| Life Line Wealth Management LLC | 18,478 | $1.33M | 0.49% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18,368 | $1.32M | 0.02% | −100−0.5% | Reduced |
| Ursa Fund Management, LLC | 18,000 | $1.30M | 4.58% | +18,000 | New |
| Madison Park Capital Advisors, LLC | 17,561 | $1.26M | 1.11% | +417+2.4% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.26M | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 17,252 | $1.24M | 0.08% | +44+0.3% | Added |
| Arete Wealth Advisors, LLC | 16,867 | $1.21M | 0.09% | +290+1.7% | Added |
| Almanack Investment Partners, LLC. | 16,632 | $1.20M | 0.24% | −329−1.9% | Reduced |
| Bedel Financial Consulting, Inc. | 14,403 | $1.19M | 0.17% | +193+1.4% | Added |
| Cerity Partners LLC | 16,514 | $1.19M | 0.00% | +2,510+17.9% | Added |
| Pallas Capital Advisors LLC | 16,307 | $1.17M | 0.05% | +7,296+81.0% | Added |
| Ancora Advisors, LLC | 15,881 | $1.14M | 0.03% | +1,049+7.1% | Added |
| Foundations Investment Advisors, LLC | 15,731 | $1.13M | 0.02% | +6,619+72.6% | Added |
| Graypoint LLC | 15,466 | $1.11M | 0.07% | −148−0.9% | Reduced |
| Great Valley Advisor Group, Inc. | 15,366 | $1.11M | 0.02% | 00.0% | Unchanged |
| Condor Capital Management | 15,355 | $1.11M | 0.10% | −865−5.3% | Reduced |
| Brown Advisory Inc | 15,266 | $1.10M | 0.00% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 15,198 | $1.09M | 0.88% | +10.0% | Added |
| AE Wealth Management LLC | 15,025 | $1.08M | 0.01% | +2,916+24.1% | Added |
| Moneta Group Investment Advisors LLC | 14,821 | $1.07M | 0.01% | +8,721+143.0% | Added |
| Soltis Investment Advisors LLC | 14,595 | $1.05M | 0.09% | +1,022+7.5% | Added |
| Marietta Wealth Management, LLC | 14,470 | $1.04M | 0.15% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 14,373 | $1.03M | 0.32% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14,267 | $1.03M | 0.30% | −173−1.2% | Reduced |
| Mills Wealth Advisors LLC | 14,161 | $1.02M | 0.54% | −11,502−44.8% | Reduced |
| Revisor Wealth Management LLC | 14,106 | $1.02M | 0.45% | +14,106 | New |
| Meitav Dash Investments Ltd | 14,050 | $1.01M | 0.02% | +14,050 | New |
| Inspirion Wealth Advisors, LLC | 13,974 | $1.01M | 0.14% | +8,066+136.5% | Added |
| Tradition Wealth Management, LLC | 13,972 | $1.01M | 0.09% | +82+0.6% | Added |
| Hubbell Strickland Wealth Management, LLC | 13,967 | $1.01M | 0.48% | +2,380+20.5% | Added |
| Keel Point, LLC | 13,649 | $982.3K | 0.08% | +70+0.5% | Added |
| Wellspring Financial Advisors, LLC | 13,463 | $968.9K | 0.11% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 13,021 | $937.0K | 0.22% | −832−6.0% | Reduced |
| Aries Wealth Management | 12,582 | $905.5K | 0.25% | +2,241+21.7% | Added |
| WealthPlan Investment Management, LLC | 12,548 | $903.1K | 0.09% | +3,819+43.8% | Added |
| O'Neil Global Advisors, Inc. | 12,500 | $900.0K | 1.70% | −7,100−36.2% | Reduced |
| NTV Asset Management LLC | 12,500 | $899.6K | 0.12% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 12,404 | $892.7K | 0.80% | −1,124−8.3% | Reduced |
| Pure Financial Advisors, Inc. | 12,157 | $874.9K | 0.02% | +782+6.9% | Added |
| Evoke Wealth, LLC | 12,129 | $872.9K | 0.02% | +2,000+19.7% | Added |