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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 3,084 | $228.8K | 0.09% | −525−14.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,170 | $228.1K | 0.00% | +2,870+956.7% | Added |
| Kagan Cocozza Asset Management | 3,060 | $220.2K | 0.18% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 3,049 | $219.4K | 0.11% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,022 | $217.5K | 0.04% | +3,022 | New |
| Hobbs Group Advisors, LLC | 3,008 | $216.5K | 0.08% | +3,008 | New |
| Clarus Group, Inc. | 3,000 | $215.9K | 0.08% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 3,000 | $215.9K | 0.25% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,979 | $214.4K | 0.06% | +325+12.2% | Added |
| Bokf, NA | 2,938 | $211.4K | 0.00% | 00.0% | Unchanged |
| McMill Wealth Management | 2,928 | $210.7K | 0.08% | +2,928 | New |
| BankPlus Trust Department | 2,927 | $210.7K | 0.07% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,922 | $210.3K | 0.08% | +2,922 | New |
| Commerce Bank | 2,910 | $209.4K | 0.00% | −1,070−26.9% | Reduced |
| Prosperity Planning, Inc. | 2,900 | $208.7K | 0.07% | 00.0% | Unchanged |
| IFG Advisors, LLC | 2,886 | $207.7K | 0.04% | +325+12.7% | Added |
| Howe & Rusling Inc | 2,875 | $206.9K | 0.02% | +2,875 | New |
| Perigon Wealth Management, LLC | 2,860 | $205.8K | 0.01% | +2,860 | New |
| JPMorgan Chase & Co | 2,855 | $205.5K | 0.00% | +2,197+333.9% | Added |
| Financial Perspectives, Inc | 2,848 | $205.0K | 0.07% | +196+7.4% | Added |
| Sunbelt Securities, Inc. | 2,832 | $203.8K | 0.02% | −8,819−75.7% | Reduced |
| Appleton Partners Inc | 2,825 | $203.0K | 0.02% | +2,825 | New |
| TFB Advisors LLC | 2,818 | $202.8K | 0.06% | +2,818 | New |
| Strategies Wealth Advisors, LLC | 2,812 | $202.4K | 0.02% | 00.0% | Unchanged |
| Baring Financial LLC | 2,792 | $200.9K | 0.17% | +2,792 | New |
| Centerpoint Advisors, LLC | 2,581 | $186.0K | 0.07% | +555+27.4% | Added |
| Opal Wealth Advisors, LLC | 2,500 | $179.9K | 0.06% | +2,500 | New |
| Brown, Lisle/Cummings, Inc. | 2,435 | $175.2K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,361 | $169.9K | 0.00% | +2,361 | New |
| Geneos Wealth Management Inc. | 2,330 | $167.7K | 0.01% | +43+1.9% | Added |
| Rosenberg Matthew Hamilton | 2,219 | $159.7K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,135 | $154.0K | 0.00% | +1,484+228.0% | Added |
| Plante Moran Financial Advisors, LLC | 2,053 | $147.8K | 0.01% | +200+10.8% | Added |
| Asset Dedication, LLC | 1,999 | $143.9K | 0.01% | +405+25.4% | Added |
| Sandy Spring Bank | 1,955 | $140.7K | 0.01% | −1,000−33.8% | Reduced |
| Presidio Capital Management, LLC | 1,900 | $136.7K | 0.06% | +1,900 | New |
| Stone House Investment Management, LLC | 1,832 | $131.8K | 0.03% | +1,832 | New |
| Whittier Trust Co of Nevada Inc | 1,780 | $128.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,750 | $128.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,528 | $110.0K | 0.03% | +106+7.5% | Added |
| Icon Wealth Advisors, LLC | 1,518 | $109.3K | 0.01% | +1,518 | New |
| MCF Advisors LLC | 1,459 | $105.0K | 0.01% | −991−40.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,445 | $104.0K | 0.11% | +203+16.3% | Added |
| Massmutual Trust Co FSB | 1,430 | $102.9K | 0.00% | +767+115.7% | Added |
| Tortoise Investment Management, LLC | 1,406 | $101.2K | 0.01% | +17+1.2% | Added |
| Umb Bank N A | 1,275 | $91.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,219 | $87.7K | 0.00% | +136+12.6% | Added |
| ORG Partners LLC | 1,126 | $83.5K | 0.02% | −2,307−67.2% | Reduced |
| Cape Investment Advisory, Inc. | 1,150 | $82.8K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,100 | $79.2K | 0.02% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 1,037 | $74.6K | 0.17% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,021 | $73.5K | 0.00% | +383+60.0% | Added |
| Park Square Financial Group, LLC | 1,003 | $72.2K | 0.06% | −450−31.0% | Reduced |
| North Ridge Wealth Advisors, Inc. | 970 | $69.8K | 0.05% | −159−14.1% | Reduced |
| Teachers Insurance & Annuity Association of America | 935 | $67.3K | 0.09% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 900 | $64.8K | 0.01% | −2,234−71.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 868 | $62.5K | 0.00% | +253+41.1% | Added |
| Bryn Mawr Trust Co | 866 | $62.3K | 0.00% | +866 | New |
| Huntington National Bank | – | $61.2K | 0.00% | – | – |
| Richard W. Paul & Associates, LLC | 824 | $59.3K | 0.02% | −1,085−56.8% | Reduced |
| Atlantic Private Wealth, LLC | 823 | $59.2K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 817 | $58.8K | 0.00% | +687+528.5% | Added |
| Northwestern Mutual Wealth Management Co | 795 | $57.2K | 0.00% | +22+2.8% | Added |
| Golden State Wealth Management, LLC | 779 | $56.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 775 | $55.8K | 0.00% | +575+287.5% | Added |
| Perkins Coie Trust Co | 680 | $48.9K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 670 | $48.2K | 0.04% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 666 | $47.9K | 0.03% | +42+6.7% | Added |
| AllSquare Wealth Management LLC | 665 | $47.9K | 0.03% | 00.0% | Unchanged |
| Aspect Partners, LLC | 660 | $47.5K | 0.03% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $47.2K | 0.02% | −578−99.8% | Reduced |
| Canton Hathaway, LLC | 625 | $45.0K | 0.01% | +150+31.6% | Added |
| Truvestments Capital LLC | 609 | $43.8K | 0.01% | +609 | New |
| Morgan Dempsey Capital Management LLC | 602 | $43.3K | 0.02% | +50+9.1% | Added |
| The PNC Financial Services Group, Inc. | 600 | $43.2K | 0.00% | −1,609−72.8% | Reduced |
| Trust Co of Vermont | 600 | $43.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 570 | $41.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 565 | $41.0K | 0.00% | +213+60.5% | Added |
| Cordant, Inc. | 559 | $40.2K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 524 | $37.7K | 0.00% | +242+85.8% | Added |
| Newbridge Financial Services Group, Inc. | 504 | $36.3K | 0.01% | +54+12.0% | Added |
| NBT Bank N A | 404 | $29.1K | 0.00% | +350+648.1% | Added |
| Stephens Consulting, LLC | 323 | $23.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 305 | $22.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 292 | $21.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 278 | $20.0K | 0.01% | +117+72.7% | Added |
| UMA Financial Services, Inc. | 275 | $19.8K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 272 | $19.6K | 0.01% | +272 | New |
| Finley Financial, LLC | 235 | $19.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 260 | $18.7K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 231 | $16.7K | 0.01% | −85−26.9% | Reduced |
| Financial Network Wealth Advisors LLC | 229 | $16.5K | 0.02% | −125−35.3% | Reduced |
| Avondale Wealth Management | 217 | $15.6K | 0.01% | +142+189.3% | Added |
| SJS Investment Consulting Inc. | 210 | $15.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 200 | $14.4K | 0.00% | +100+100.0% | Added |
| Harbour Investments, Inc. | 200 | $14.4K | 0.00% | +200 | New |
| NBC Securities, Inc. | 185 | $13.0K | 0.00% | +185 | New |
| Campbell Capital Management Inc | 175 | $12.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 170 | $12.2K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 169 | $12.2K | 0.01% | +11+7.0% | Added |