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 |
|---|---|---|---|---|---|
| Greenberg Financial Group | 7,241 | $427.4K | 0.18% | +7,241 | New |
| FineMark National Bank & Trust | 5,851 | $421.1K | 0.02% | +5,851 | New |
| Horizon Kinetics Asset Management LLC | 5,791 | $416.8K | 0.00% | −90−1.5% | Reduced |
| Central Trust Co | 5,722 | $411.8K | 0.01% | +238+4.3% | Added |
| Independent Financial Group, LLC | 5,653 | $406.8K | 0.01% | −2,614−31.6% | Reduced |
| Waldron Private Wealth LLC | 5,630 | $405.2K | 0.02% | −545−8.8% | Reduced |
| Wealth Alliance | 5,629 | $405.1K | 0.05% | +1,433+34.2% | Added |
| RFG Advisory, LLC | 5,616 | $404.2K | 0.01% | −30,727−84.5% | Reduced |
| Warren Averett Asset Management, LLC | 5,612 | $403.9K | 0.00% | +427+8.2% | Added |
| Savant Capital, LLC | 5,540 | $398.7K | 0.00% | −1,203−17.8% | Reduced |
| Sage Mountain Advisors LLC | 5,503 | $396.1K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5,486 | $394.8K | 0.15% | +5,486 | New |
| Founders Financial Securities LLC | 4,713 | $390.1K | 0.03% | +972+26.0% | Added |
| J.W. Cole Advisors, Inc. | 5,407 | $389.1K | 0.01% | +5,407 | New |
| Cascade Financial Partners, LLC | 5,382 | $387.3K | 0.05% | +1,632+43.5% | Added |
| KFG Wealth Management, LLC | 5,378 | $387.1K | 0.07% | +1,903+54.8% | Added |
| Rehmann Capital Advisory Group | 5,339 | $384.3K | 0.02% | +2,355+78.9% | Added |
| Epiq Partners, LLC | 5,334 | $383.9K | 0.20% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,325 | $383.2K | 0.04% | +325+6.5% | Added |
| Chicago Capital, LLC | 5,309 | $382.1K | 0.01% | +652+14.0% | Added |
| Congress Wealth Management LLC | 5,169 | $378.8K | 0.00% | +1,228+31.2% | Added |
| Wealth Preservation Advisors, LLC | 5,236 | $376.8K | 0.27% | +5,236 | New |
| Guidance Point Advisors, LLC | 5,212 | $375.1K | 0.11% | −596−10.3% | Reduced |
| AMG National Trust Bank | 5,205 | $374.6K | 0.01% | +1,090+26.5% | Added |
| Smallwood Wealth Investment Management, LLC | 5,146 | $370.4K | 0.23% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 5,132 | $369.4K | 0.20% | +5,132 | New |
| Adviser Investments LLC | 5,110 | $367.8K | 0.00% | +5,110 | New |
| IVC Wealth Advisors LLC | 5,002 | $360.0K | 0.19% | +1,202+31.6% | Added |
| Two Sigma Securities, LLC | 4,944 | $355.8K | 0.05% | +4,944 | New |
| Instrumental Wealth, LLC | 4,270 | $355.7K | 0.32% | +4,270 | New |
| Proficio Capital Partners LLC | 4,921 | $354.1K | 0.03% | −2,477−33.5% | Reduced |
| Retirement Income Solutions, Inc | 4,919 | $354.0K | 0.07% | +4,919 | New |
| Wealth Effects LLC | 4,885 | $351.6K | 0.15% | +2,070+73.5% | Added |
| Essex Financial Services, Inc. | 4,836 | $348.1K | 0.03% | −428−8.1% | Reduced |
| Clientfirst Wealth Management, LLC | 4,808 | $346.0K | 0.39% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,749 | $341.8K | 0.00% | +2,326+96.0% | Added |
| Robertson Stephens Wealth Management, LLC | 4,736 | $340.9K | 0.01% | +928+24.4% | Added |
| Kiker Wealth Management, LLC | 4,673 | $336.3K | 0.23% | +400+9.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,429 | $328.6K | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,512 | $324.7K | 0.00% | −8,388−65.0% | Reduced |
| KKM Financial LLC | 4,500 | $323.9K | 0.14% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 4,412 | $317.5K | 0.07% | −540−10.9% | Reduced |
| Ellis Investment Partners, LLC | 4,398 | $316.5K | 0.07% | +223+5.3% | Added |
| Empower Advisory Group, LLC | 4,388 | $315.8K | 0.00% | +637+17.0% | Added |
| Geneva Partners, LLC | 4,371 | $314.6K | 0.16% | +1,230+39.2% | Added |
| Raymond James Financial Inc | 4,336 | $312.1K | 0.00% | −2,735−38.7% | Reduced |
| McAdam, LLC | 4,326 | $311.3K | 0.02% | +465+12.0% | Added |
| National Wealth Management Group, LLC | 4,325 | $311.3K | 0.20% | +750+21.0% | Added |
| Strait & Sound Wealth Management LLC | 4,310 | $310.2K | 0.14% | +310+7.8% | Added |
| Gitterman Wealth Management, LLC | 4,306 | $309.9K | 0.08% | +1,195+38.4% | Added |
| Exchange Capital Management, Inc. | 4,300 | $309.5K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 4,298 | $309.3K | 0.00% | −858−16.6% | Reduced |
| Ritholtz Wealth Management | 4,278 | $307.9K | 0.01% | +644+17.7% | Added |
| Five Pine Wealth Management | 4,250 | $305.9K | 0.25% | +962+29.3% | Added |
| Tocqueville Asset Management L.P. | 4,230 | $304.4K | 0.00% | +370+9.6% | Added |
| Tamar Securities, LLC | 4,223 | $303.9K | 0.04% | +200+5.0% | Added |
| Titleist Asset Management, LLC | 4,217 | $303.5K | 0.04% | −525−11.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,195 | $301.9K | 0.00% | +1,647+64.6% | Added |
| BKD Wealth Advisors, LLC | 4,189 | $301.5K | 0.01% | −1,191−22.1% | Reduced |
| Total Investment Management Inc | 4,141 | $298.0K | 0.04% | −483−10.4% | Reduced |
| Beacon Capital Management, LLC | 4,128 | $297.1K | 0.04% | +2,059+99.5% | Added |
| Diversify Wealth Management, LLC | 3,560 | $296.3K | 0.02% | +186+5.5% | Added |
| Pensionmark Financial Group, LLC | 4,117 | $296.3K | 0.01% | +753+22.4% | Added |
| Impact Partnership Wealth, LLC | 4,105 | $295.4K | 0.06% | −475−10.4% | Reduced |
| Sandy Cove Advisors, LLC | 4,065 | $292.5K | 0.12% | +323+8.6% | Added |
| Guardian Wealth Advisors, LLC | 4,035 | $290.4K | 0.02% | +161+4.2% | Added |
| Waddell & Associates, LLC | 4,022 | $289.5K | 0.04% | −88−2.1% | Reduced |
| CLG LLC | 4,021 | $289.4K | 0.10% | +1,204+42.7% | Added |
| Simon Quick Advisors, LLC | 3,939 | $283.5K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,904 | $280.9K | 0.03% | +223+6.1% | Added |
| Centaurus Financial, Inc. | 3,854 | $277.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,836 | $276.1K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,817 | $274.7K | 0.01% | +671+21.3% | Added |
| Archer Investment Corp | 3,775 | $271.7K | 0.07% | +643+20.5% | Added |
| Wealth Management Nebraska | 3,300 | $269.2K | 0.04% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 3,720 | $267.7K | 0.17% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,213 | $264.7K | 0.04% | +3,213 | New |
| SMI Advisory Services, LLC | 3,878 | $264.2K | 0.06% | −64,811−94.4% | Reduced |
| Claro Advisors LLC | 3,666 | $263.8K | 0.04% | +3,666 | New |
| RMR Capital Management, LLC | 3,659 | $263.3K | 0.19% | +303+9.0% | Added |
| Veracity Capital LLC | 3,657 | $263.2K | 0.10% | +798+27.9% | Added |
| Hilltop Holdings Inc. | 3,623 | $260.7K | 0.02% | +3,623 | New |
| Capital Performance Advisors LLP | 3,620 | $260.5K | 0.06% | +150+4.3% | Added |
| RPg Family Wealth Advisory, LLC | 3,611 | $259.9K | 0.07% | +3,611 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,518 | $257.2K | 0.04% | +25+0.7% | Added |
| Clare Market Investments LLC | 3,565 | $256.6K | 0.07% | −5,770−61.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,518 | $253.2K | 0.02% | +3,518 | New |
| Well Done, LLC | 3,100 | $252.9K | 0.05% | +3,100 | New |
| Gerber, LLC | 3,508 | $252.4K | 0.21% | +245+7.5% | Added |
| Atria Investments LLC | 3,501 | $252.0K | 0.00% | +3,501 | New |
| Beacon Investment Advisory Services, Inc. | 3,500 | $251.9K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,492 | $251.3K | 0.06% | +960+37.9% | Added |
| Thompson Davis & Co., Inc. | 3,465 | $249.4K | 0.20% | −2,100−37.7% | Reduced |
| Anson Capital, Inc. | 3,454 | $248.6K | 0.21% | +3,454 | New |
| Vista Finance, LLC | 3,451 | $248.4K | 0.22% | +966+38.9% | Added |
| Franklin Resources Inc | 3,390 | $244.0K | 0.00% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,390 | $244.0K | 0.11% | +620+22.4% | Added |
| Park Edge Advisors, LLC | 3,385 | $243.6K | 0.07% | +3,385 | New |
| AlTi Global, Inc. | 3,336 | $240.1K | 0.01% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 3,216 | $231.5K | 0.15% | +398+14.1% | Added |