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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 11,720 | $843.5K | 0.02% | +5,617+92.0% | Added |
| Samalin Investment Counsel, LLC | 11,622 | $836.5K | 0.34% | +369+3.3% | Added |
| Allworth Financial LP | 10,203 | $834.2K | 0.00% | −2,927−22.3% | Reduced |
| Rahlfs Capital, LLC | 11,540 | $830.5K | 0.83% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,506 | $828.2K | 0.04% | +4,177+57.0% | Added |
| TCW Group Inc | 11,423 | $822.1K | 0.01% | −4,442−28.0% | Reduced |
| Advyzon Investment Management, LLC | 11,399 | $820.4K | 0.29% | −972−7.9% | Reduced |
| JB Capital LLC | 11,396 | $820.2K | 0.05% | +3,035+36.3% | Added |
| ZEGA Investments, LLC | 11,230 | $808.2K | 0.24% | +11,230 | New |
| M. Kulyk & Associates, LLC | 10,919 | $785.8K | 0.18% | +1,873+20.7% | Added |
| RSM US Wealth Management LLC | 10,819 | $778.7K | 0.01% | +1,001+10.2% | Added |
| Daymark Wealth Partners, LLC | 10,658 | $767.1K | 0.03% | +1,617+17.9% | Added |
| Captrust Financial Advisors | 10,657 | $767.0K | 0.00% | +3,914+58.0% | Added |
| Verus Financial Partners, Inc. | 10,447 | $766.6K | 0.09% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 10,178 | $732.5K | 0.55% | +861+9.2% | Added |
| JSF Financial, LLC | 10,126 | $728.8K | 0.19% | −637−5.9% | Reduced |
| Merit Financial Group, LLC | 10,091 | $726.2K | 0.01% | +3,062+43.6% | Added |
| SkyView Investment Advisors, LLC | 10,000 | $720.0K | 0.11% | −3,000−23.1% | Reduced |
| National Asset Management, Inc. | 9,855 | $709.2K | 0.02% | +492+5.3% | Added |
| Roman Butler Fullerton & Co | 9,542 | $700.8K | 0.27% | −1,132−10.6% | Reduced |
| Principle Wealth Partners LLC | 9,651 | $694.6K | 0.05% | +1,562+19.3% | Added |
| Access Financial Services, Inc. | 9,600 | $690.9K | 0.28% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 9,595 | $690.6K | 0.15% | +2,265+30.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 9,575 | $689.1K | 0.26% | +2,409+33.6% | Added |
| Falcon Wealth Planning | 9,493 | $683.2K | 0.08% | +1,935+25.6% | Added |
| Canvas Wealth Advisors, LLC | 8,508 | $679.7K | 0.17% | +3,121+57.9% | Added |
| Regatta Capital Group, LLC | 9,443 | $679.6K | 0.13% | +602+6.8% | Added |
| KMG Fiduciary Partners, LLC | 9,431 | $678.7K | 0.06% | +6,513+223.2% | Added |
| Upper Left Wealth Management, LLC | 9,375 | $674.7K | 0.48% | +2,993+46.9% | Added |
| Parallel Advisors, LLC | 9,260 | $666.4K | 0.02% | +740+8.7% | Added |
| MAI Capital Management | 9,252 | $665.9K | 0.01% | +245+2.7% | Added |
| Kerrisdale Advisers, LLC | 9,212 | $663.0K | 0.28% | −9,400−50.5% | Reduced |
| Sweeney & Michel, LLC | 9,793 | $656.1K | 0.29% | +9,793 | New |
| Everett Harris & Co | 8,995 | $647.4K | 0.01% | +13+0.1% | Added |
| Headlands Technologies LLC | 8,960 | $644.9K | 0.07% | +8,666+2,947.6% | Added |
| Delta Investment Management, LLC | 8,948 | $644.0K | 0.13% | +974+12.2% | Added |
| Change Path, LLC | 8,912 | $641.4K | 0.02% | +4,533+103.5% | Added |
| Wealth Quarterback LLC | 8,846 | $636.6K | 0.36% | +1,942+28.1% | Added |
| Diligent Investors, LLC | 8,819 | $634.7K | 0.15% | +8,819 | New |
| Timber Creek Capital Management LLC | 8,778 | $631.8K | 0.17% | +87+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,778 | $631.8K | 0.02% | +177+2.1% | Added |
| GR Financial Group, LLC | 8,714 | $627.1K | 0.10% | +1,663+23.6% | Added |
| GWN Securities Inc. | 8,435 | $607.1K | 0.03% | +4,073+93.4% | Added |
| Cantor Fitzgerald, L. P. | 8,368 | $602.2K | 0.02% | +3,381+67.8% | Added |
| Werba Rubin Papier Wealth Management | 8,334 | $599.8K | 0.13% | 00.0% | Unchanged |
| L.M. Kohn & Company | 8,245 | $593.4K | 0.16% | +5,110+163.0% | Added |
| Betterment LLC | 8,225 | $592.0K | 0.00% | +2,112+34.5% | Added |
| 3EDGE Asset Management, LP | 8,180 | $588.7K | 0.04% | +8,180 | New |
| Capital Investment Advisors, LLC | 8,114 | $583.9K | 0.01% | −13,272−62.1% | Reduced |
| Wealth Group Ltd | 8,053 | $579.6K | 0.17% | +5,056+168.7% | Added |
| Equitable Trust Co | 8,051 | $579.4K | 0.03% | +2,500+45.0% | Added |
| Thrivent Financial for Lutherans | 7,787 | $577.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8,000 | $575.8K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7,976 | $574.0K | 0.04% | +977+14.0% | Added |
| Associated Banc-Corp | 7,942 | $571.6K | 0.02% | −1,250−13.6% | Reduced |
| Beaumont Capital Management, LLC | 7,939 | $571.4K | 0.42% | +7,939 | New |
| Vestor Capital, LLC | 7,919 | $570.0K | 0.05% | +2,530+46.9% | Added |
| Chicago Partners Investment Group LLC | 6,738 | $565.7K | 0.02% | +222+3.4% | Added |
| Wesbanco Bank Inc | 7,798 | $561.2K | 0.02% | +1,555+24.9% | Added |
| LBMC Investment Advisors, LLC | 7,745 | $557.4K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,492 | $555.9K | 0.01% | +1,423+23.4% | Added |
| Running Point Capital Advisors, LLC | 7,634 | $549.4K | 0.17% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 7,540 | $542.7K | 0.10% | +7,540 | New |
| Vanguard Capital Wealth Advisors | 7,475 | $538.0K | 0.66% | +7,475 | New |
| Larson Financial Group LLC | 7,443 | $535.6K | 0.03% | +612+9.0% | Added |
| Stonegate Investment Group, LLC | 7,372 | $530.6K | 0.01% | +80+1.1% | Added |
| Matauro, LLC | 7,368 | $530.3K | 0.11% | +7,368 | New |
| Berger Financial Group, Inc | 7,362 | $529.8K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 7,329 | $527.4K | 0.04% | +434+6.3% | Added |
| Peloton Wealth Strategists | 7,317 | $527.0K | 0.22% | +1,312+21.8% | Added |
| BCJ Capital Management, LLC | 7,188 | $517.3K | 0.04% | −5−0.1% | Reduced |
| Abundance Wealth Counselors | 7,010 | $505.0K | 0.11% | +7,010 | New |
| Steel Peak Wealth Management LLC | 7,000 | $503.8K | 0.02% | +2,000+40.0% | Added |
| Vantage Financial Partners, LLC | 6,950 | $500.2K | 0.12% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 6,950 | $500.2K | 0.03% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 6,886 | $495.6K | 0.17% | +3,972+136.3% | Added |
| Resources Investment Advisors, LLC. | 6,855 | $493.4K | 0.01% | +2,513+57.9% | Added |
| Wealthspire Advisors, LLC | 6,817 | $490.6K | 0.00% | −5−0.1% | Reduced |
| Signal Advisors Wealth, LLC | 6,725 | $484.0K | 0.05% | +6,725 | New |
| Moors & Cabot, Inc. | 6,599 | $474.9K | 0.02% | −3,544−34.9% | Reduced |
| Global View Capital Management LLC | 6,562 | $472.3K | 0.17% | +6,562 | New |
| Sequoia Financial Advisors, LLC | 6,560 | $472.1K | 0.00% | +257+4.1% | Added |
| We Are One Seven, LLC | 6,524 | $469.5K | 0.02% | +1,173+21.9% | Added |
| Financial Sense Advisors, Inc. | 6,500 | $467.8K | 0.13% | −1,000−13.3% | Reduced |
| Tectonic Advisors LLC | 6,444 | $463.8K | 0.03% | +672+11.6% | Added |
| Joel Isaacson & Co., LLC | 6,442 | $463.6K | 0.02% | +300+4.9% | Added |
| IFP Advisors, Inc | 6,394 | $460.2K | 0.01% | +2,667+71.6% | Added |
| Brighton Jones LLC | 6,394 | $460.2K | 0.01% | +2,440+61.7% | Added |
| Silverlake Wealth Management LLC | 6,384 | $459.5K | 0.18% | −490−7.1% | Reduced |
| Ethos Financial Group, LLC | 5,595 | $456.4K | 0.04% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 6,335 | $455.9K | 0.05% | +2,943+86.8% | Added |
| Thoroughbred Financial Services, LLC | 6,331 | $455.0K | 0.03% | +175+2.8% | Added |
| Clear Creek Financial Management, LLC | 6,225 | $448.0K | 0.05% | +2,489+66.6% | Added |
| Redhawk Wealth Advisors, Inc. | 6,177 | $444.6K | 0.06% | +470+8.2% | Added |
| Wedmont Private Capital | 6,049 | $443.0K | 0.02% | +2,578+74.3% | Added |
| Chilton Investment Co LLC | 6,056 | $435.9K | 0.01% | +1,180+24.2% | Added |
| Intellectus Partners, LLC | 6,050 | $435.4K | 0.11% | +520+9.4% | Added |
| Eagle Global Advisors LLC | 6,050 | $435.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 6,000 | $431.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,967 | $429.4K | 0.00% | +1,245+26.4% | Added |