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, Q2 2025
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Jun 30, 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
- 623
- +94 vs. Q1 2025
- Shares held
- 49.7M
- +630.8K (+1.3%) vs. Q1 2025
- Total value
- $4.68B
- +$1.14B (+32.4%) vs. Q1 2025
- New holders
- 125
- 275 more added
- Sold out
- 31
- 125 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1,697 | $159.5K | 0.00% | +831+96.0% | Added |
| Silicon Valley Capital Partners | 1,750 | $164.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,780 | $167.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,789 | $168.0K | 0.00% | −346−16.2% | Reduced |
| Headlands Technologies LLC | 1,875 | $176.2K | 0.02% | −7,085−79.1% | Reduced |
| Atlantic Union Bankshares Corp | 1,956 | $183.8K | 0.00% | +1,956 | New |
| Stone House Investment Management, LLC | 2,108 | $198.1K | 0.04% | +276+15.1% | Added |
| Asset Dedication, LLC | 2,130 | $200.2K | 0.01% | +131+6.6% | Added |
| Relyea Zuckerberg Hanson LLC | 2,141 | $201.2K | 0.02% | +2,141 | New |
| Empower Advisory Group, LLC | 2,186 | $205.5K | 0.00% | −2,202−50.2% | Reduced |
| Capital Advisors Inc | 2,211 | $207.8K | 0.00% | +2,211 | New |
| Elevatus Welath Management | 2,217 | $208.4K | 0.07% | +2,217 | New |
| Rosenberg Matthew Hamilton | 2,219 | $208.6K | 0.05% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 2,219 | $208.6K | 0.04% | +2,219 | New |
| Magnus Financial Group LLC | 2,220 | $208.7K | 0.02% | +2,220 | New |
| McMill Wealth Management | 2,227 | $208.8K | 0.07% | −701−23.9% | Reduced |
| Neuberger Berman Group LLC | 2,270 | $213.4K | 0.00% | +2,270 | New |
| Smith Chas P & Associates Pa Cpas | 2,270 | $213.4K | 0.01% | +2,270 | New |
| BSW Wealth Partners | 2,272 | $213.5K | 0.03% | +2,272 | New |
| Fermata Advisors, LLC | 2,283 | $214.6K | 0.06% | +2,283 | New |
| Crescent Grove Advisors, LLC | 2,300 | $216.2K | 0.02% | +2,300 | New |
| Hengehold Capital Management LLC | 2,311 | $217.2K | 0.02% | +2,311 | New |
| Keystone Wealth Services, LLC | 2,311 | $217.2K | 0.05% | +2,311 | New |
| Truvestments Capital LLC | 2,333 | $219.3K | 0.04% | +1,724+283.1% | Added |
| WBH Advisory Inc | 2,340 | $219.9K | 0.02% | +2,340 | New |
| Leo Wealth, LLC | 2,341 | $220.0K | 0.02% | +2,341 | New |
| Helium Advisors LLC | 2,360 | $221.8K | 0.14% | +2,360 | New |
| Coldstream Capital Management Inc | 2,361 | $221.9K | 0.00% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 2,363 | $222.1K | 0.07% | +2,363 | New |
| Austin Wealth Management, LLC | 2,182 | $222.2K | 0.04% | +2,182 | New |
| Strategic Advocates LLC | 2,375 | $223.2K | 0.07% | +2,375 | New |
| Sentinel Pension Advisors Inc | 2,379 | $223.6K | 0.04% | +2,379 | New |
| Brown, Lisle/Cummings, Inc. | 2,390 | $224.6K | 0.06% | −45−1.8% | Reduced |
| Strategic Blueprint, LLC | 2,403 | $225.9K | 0.01% | +2,403 | New |
| Dynamic Advisor Solutions LLC | 2,418 | $227.2K | 0.01% | +2,418 | New |
| TFB Advisors LLC | 2,418 | $227.3K | 0.06% | −400−14.2% | Reduced |
| Platform Technology Partners | 2,443 | $229.6K | 0.06% | +2,443 | New |
| Maripau Wealth Management LLC | 2,453 | $230.6K | 0.12% | +2,453 | New |
| David Loasby | 2,350 | $231.9K | 0.02% | +2,350 | New |
| Dakota Wealth Management | 2,470 | $232.2K | 0.00% | +2,470 | New |
| Howe & Rusling Inc | 2,485 | $233.6K | 0.02% | −390−13.6% | Reduced |
| Opal Wealth Advisors, LLC | 2,500 | $235.0K | 0.07% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 2,500 | $235.0K | 0.07% | +2,500 | New |
| Plante Moran Financial Advisors, LLC | 2,521 | $237.0K | 0.02% | +468+22.8% | Added |
| Fairvoy Private Wealth, LLC | 2,545 | $239.2K | 0.06% | +2,545 | New |
| LongView Wealth Management | 2,555 | $240.1K | 0.07% | +2,555 | New |
| Cutler Capital Management, LLC | 2,555 | $240.2K | 0.08% | +2,555 | New |
| MTM Investment Management, LLC | 2,559 | $240.5K | 0.08% | −525−17.0% | Reduced |
| Omega Financial Group, LLC | 2,559 | $240.6K | 0.09% | +2,559 | New |
| Regency Capital Management Inc. | 2,560 | $240.6K | 0.13% | +2,560 | New |
| Centerpoint Advisors, LLC | 2,574 | $242.0K | 0.08% | −7−0.3% | Reduced |
| EPG Wealth Management LLC | 2,580 | $242.5K | 0.07% | +2,580 | New |
| Buckley Wealth Management, LLC | 2,610 | $245.3K | 0.07% | +2,610 | New |
| Main Street Financial Solutions, LLC | 2,612 | $245.5K | 0.02% | +2,612 | New |
| Covenant Asset Management, LLC | 2,628 | $247.0K | 0.05% | +2,628 | New |
| Financial Engines Advisors L.L.C. | 2,675 | $251.0K | 0.00% | +2,675 | New |
| Koshinski Asset Management, Inc. | 2,694 | $253.2K | 0.02% | +2,694 | New |
| Cobblestone Asset Management LLC | 2,704 | $254.1K | 0.13% | +2,704 | New |
| Smith Anglin Financial, LLC | 2,708 | $254.5K | 0.02% | +2,708 | New |
| Visionary Wealth Advisors | 2,744 | $257.9K | 0.01% | +2,744 | New |
| Alan B. Lancz & Associates, Inc. | 2,750 | $258.5K | 0.26% | +2,750 | New |
| HB Wealth Management, LLC | 2,764 | $259.8K | 0.00% | +2,764 | New |
| Midwest Trust Co | 2,781 | $261.4K | 0.00% | +2,781 | New |
| Strategies Wealth Advisors, LLC | 2,812 | $264.3K | 0.03% | 00.0% | Unchanged |
| SMI Advisory Services, LLC | 2,570 | $267.6K | 0.05% | −1,308−33.7% | Reduced |
| Financial Perspectives, Inc | 2,848 | $267.7K | 0.08% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,857 | $268.6K | 0.06% | +2,857 | New |
| Quantinno Capital Management LP | 2,865 | $269.3K | 0.00% | +2,865 | New |
| Pennsylvania Capital Management Inc | 2,922 | $274.6K | 0.09% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,927 | $275.1K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 2,938 | $276.1K | 0.00% | 00.0% | Unchanged |
| Crane Advisory, LLC | 2,685 | $277.0K | 0.05% | +2,685 | New |
| Clarus Group, Inc. | 3,000 | $282.0K | 0.10% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 3,004 | $282.4K | 0.10% | −4−0.1% | Reduced |
| Change Path, LLC | 3,020 | $283.9K | 0.01% | −5,892−66.1% | Reduced |
| Stiles Financial Services Inc | 3,034 | $285.2K | 0.10% | +3,034 | New |
| Sugar Maple Asset Management, LLC | 3,049 | $286.6K | 0.22% | +3,049 | New |
| Kagan Cocozza Asset Management | 3,060 | $287.6K | 0.22% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,068 | $288.0K | 0.03% | +3,068 | New |
| Invesco, LLC | 3,083 | $289.8K | 0.11% | +3,083 | New |
| Greenleaf Trust | 3,093 | $290.7K | 0.00% | +3,093 | New |
| CFO4Life Group, LLC | 3,099 | $291.3K | 0.05% | +3,099 | New |
| Legacy Financial Advisors, Inc. | 3,105 | $291.8K | 0.05% | +3,105 | New |
| Adamsbrown Wealth Consultants LLC | 3,106 | $291.9K | 0.08% | +3,106 | New |
| Fidelis Capital Partners, LLC | 2,905 | $292.3K | 0.03% | +2,905 | New |
| Clare Market Investments LLC | 3,110 | $292.3K | 0.06% | −455−12.8% | Reduced |
| YHB Investment Advisors, Inc. | 3,111 | $292.4K | 0.02% | +3,111 | New |
| Brogan Financial, Inc. | 3,122 | $293.4K | 0.13% | +73+2.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,120 | $294.3K | 0.12% | +3,120 | New |
| Gryphon Financial Partners LLC | 3,154 | $296.5K | 0.04% | +3,154 | New |
| Beese Fulmer Investment Management, Inc. | 3,180 | $298.9K | 0.02% | +3,180 | New |
| Verdence Capital Advisors LLC | 3,183 | $299.2K | 0.02% | +3,183 | New |
| Stokes Family Office, LLC | 3,194 | $300.2K | 0.03% | +3,194 | New |
| Navellier & Associates Inc | 3,213 | $302.0K | 0.04% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,227 | $303.0K | 0.02% | +402+14.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,270 | $307.3K | 0.00% | +100+3.2% | Added |
| Bridgewater Advisors Inc. | 3,002 | $307.7K | 0.02% | +3,002 | New |
| J. Safra Sarasin Holding AG | 3,312 | $309.1K | 0.01% | +3,312 | New |
| Curran Financial Partners, LLC | 3,303 | $310.4K | 0.07% | +3,303 | New |
| IFG Advisors, LLC | 3,326 | $312.6K | 0.05% | +440+15.2% | Added |