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 |
|---|---|---|---|---|---|
| SFMG, LLC | 38,551 | $3.62M | 0.27% | +110.0% | Added |
| Sepio Capital, LP | 39,558 | $3.72M | 0.26% | +11,796+42.5% | Added |
| Panoramic Investment Advisors, LLC | 39,569 | $3.72M | 2.28% | −303−0.8% | Reduced |
| Merit Financial Group, LLC | 39,578 | $3.72M | 0.04% | +29,487+292.2% | Added |
| Haven Private, LLC | 39,683 | $3.73M | 1.65% | +2,306+6.2% | Added |
| Vista Investment Partners II, LLC | 40,365 | $3.79M | 1.83% | +1,753+4.5% | Added |
| Empowered Funds, LLC | 40,980 | $3.85M | 0.04% | +40,980 | New |
| Kovitz Investment Group Partners, LLC | 41,295 | $3.88M | 0.02% | +213+0.5% | Added |
| Libra Wealth LLC | 41,539 | $3.90M | 1.28% | +14,047+51.1% | Added |
| Evexia Wealth LLC | 38,493 | $3.94M | 1.24% | −33−0.1% | Reduced |
| Arbor Capital Management Inc | 40,191 | $3.98M | 3.46% | +6,635+19.8% | Added |
| CMG Global Holdings, LLC | 38,973 | $4.02M | 2.11% | +2,883+8.0% | Added |
| MML Investors Services, LLC | 43,531 | $4.09M | 0.01% | +6,524+17.6% | Added |
| Lido Advisors, LLC | 43,714 | $4.11M | 0.02% | +803+1.9% | Added |
| Avantax Advisory Services, Inc. | 43,801 | $4.12M | 0.02% | +11,100+33.9% | Added |
| Nwam LLC | 44,256 | $4.17M | 0.24% | +1,398+3.3% | Added |
| Fiduciary Alliance LLC | 47,463 | $4.46M | 0.33% | +1,100+2.4% | Added |
| Milestone Asset Management Group, LLC | 48,760 | $4.58M | 3.39% | −57−0.1% | Reduced |
| Rpo LLC | 49,757 | $4.68M | 10.90% | +17,160+52.6% | Added |
| Foundations Investment Advisors, LLC | 49,801 | $4.68M | 0.07% | +34,070+216.6% | Added |
| Glaxis Capital Management, LLC | 50,000 | $4.70M | 6.28% | +50,000 | New |
| Mutual Advisors, LLC | 46,711 | $4.76M | 0.12% | +7,053+17.8% | Added |
| Spire Wealth Management | 51,535 | $4.84M | 0.17% | −1,482−2.8% | Reduced |
| Colony Group, LLC | 51,911 | $4.88M | 0.01% | +15,725+43.5% | Added |
| D. E. Shaw & Co., Inc. | 52,000 | $4.89M | 0.00% | −1,900,000−97.3% | Reduced |
| QTR Family Wealth, LLC | 52,163 | $4.90M | 3.04% | −36,924−41.4% | Reduced |
| Claar Advisors LLC | 52,500 | $4.93M | 1.51% | −101,934−66.0% | Reduced |
| PYA Waltman Capital, LLC | 52,688 | $4.95M | 1.43% | +2,459+4.9% | Added |
| Cambridge Advisors Inc. | 53,411 | $5.02M | 1.05% | +1,235+2.4% | Added |
| Peregrine Asset Advisers, Inc. | 53,759 | $5.05M | 1.58% | +17,346+47.6% | Added |
| Farther Finance Advisors, LLC | 53,781 | $5.05M | 0.10% | +46,289+617.8% | Added |
| Am Investment Strategies LLC | 54,947 | $5.16M | 1.22% | +9,731+21.5% | Added |
| Pasadena Private Wealth, LLC | 56,765 | $5.34M | 0.91% | −22,046−28.0% | Reduced |
| Smart Money Group LLC | 57,905 | $5.44M | 1.71% | +2,343+4.2% | Added |
| Avenir Tech Ltd | 58,618 | $5.51M | 0.47% | −90.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 60,977 | $5.73M | 0.44% | +1,280+2.1% | Added |
| Archetype Wealth Partners | 62,118 | $5.84M | 0.81% | +31,894+105.5% | Added |
| Beck Capital Management, LLC | 63,776 | $5.99M | 1.50% | −1,035−1.6% | Reduced |
| Renaissance Technologies LLC | 65,000 | $6.11M | 0.01% | +65,000 | New |
| Aptus Capital Advisors, LLC | 67,557 | $6.35M | 0.06% | +11,494+20.5% | Added |
| Modus Advisors, LLC | 67,998 | $6.39M | 1.90% | −21,032−23.6% | Reduced |
| Simplex Trading, LLC | 69,771 | $6.56M | 0.18% | −49,274−41.4% | Reduced |
| GWM Advisors LLC | 69,855 | $6.57M | 0.03% | +31,394+81.6% | Added |
| SevenBridge Financial Group, LLC | 63,406 | $6.62M | 1.17% | +13,312+26.6% | Added |
| Militia Capital Partners, LP | 72,700 | $6.83M | 3.22% | +72,700 | New |
| Mad River Investors | 73,261 | $6.89M | 3.09% | −1,792−2.4% | Reduced |
| Park Avenue Securities LLC | 73,534 | $6.91M | 0.06% | +12,133+19.8% | Added |
| Bank of Montreal | 73,892 | $6.95M | 0.00% | +2,139+3.0% | Added |
| Integrated Advisors Network LLC | 74,591 | $7.01M | 0.32% | −9,539−11.3% | Reduced |
| US Bancorp | 77,380 | $7.27M | 0.01% | +1,116+1.5% | Added |
| Avaii Wealth Management, LLC | 77,533 | $7.29M | 3.24% | +38,014+96.2% | Added |
| First Trust Advisors LP | 77,901 | $7.32M | 0.01% | +25,812+49.6% | Added |
| Sowell Financial Services LLC | 80,141 | $7.53M | 0.31% | +68+0.1% | Added |
| Heck Capital Advisors, LLC | 80,438 | $7.56M | 0.65% | −52,297−39.4% | Reduced |
| Exencial Wealth Advisors, LLC | 82,681 | $7.77M | 0.27% | +5,451+7.1% | Added |
| Brookstone Capital Management | 83,497 | $7.85M | 0.10% | −3,015−3.5% | Reduced |
| CI Private Wealth, LLC | 83,858 | $7.88M | 0.01% | +25,728+44.3% | Added |
| Kestra Private Wealth Services, LLC | 86,634 | $8.14M | 0.12% | +2,230+2.6% | Added |
| Citrine Capital LLC | 89,779 | $8.44M | 4.48% | +9,294+11.5% | Added |
| Senator Investment Group LP | 90,125 | $8.47M | 0.33% | −6,916−7.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 90,931 | $8.55M | 0.67% | +6,716+8.0% | Added |
| CWM, LLC | 91,338 | $8.59M | 0.03% | +12,121+15.3% | Added |
| Advisory Services Network, LLC | 84,994 | $8.66M | 0.14% | +12,944+18.0% | Added |
| Traynor Capital Management, Inc. | 97,227 | $8.94M | 0.63% | −322−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 96,010 | $9.02M | 0.03% | +763+0.8% | Added |
| Allegheny Financial Group LTD | 99,042 | $9.31M | 2.07% | −6,442−6.1% | Reduced |
| Fiduciary Trust Co | 104,719 | $9.84M | 0.12% | −452−0.4% | Reduced |
| Ieq Capital, LLC | 106,635 | $10.0M | 0.06% | +3,708+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 105,472 | $10.1M | 0.02% | +200+0.2% | Added |
| Copperleaf Capital, LLC | 112,293 | $10.6M | 5.34% | +31,724+39.4% | Added |
| Marex Group plc | 114,882 | $10.8M | 0.21% | −36,190−24.0% | Reduced |
| Alamea Verwaltungs GmbH | 117,771 | $11.1M | 8.33% | +23,400+24.8% | Added |
| Newtyn Management, LLC | 120,200 | $11.3M | 1.71% | 00.0% | Unchanged |
| StoneX Group Inc. | 120,323 | $11.3M | 0.55% | −3,869−3.1% | Reduced |
| Citadel Advisors LLC | 121,037 | $11.4M | 0.01% | +10,002+9.0% | Added |
| Creative Planning | 123,543 | $11.6M | 0.01% | +4,176+3.5% | Added |
| Altfest L J & Co Inc | 125,315 | $11.8M | 1.39% | +61,132+95.2% | Added |
| Hunting Hill Global Capital, LLC | 129,326 | $12.2M | 6.57% | +129,326 | New |
| Cetera Investment Advisers | 135,400 | $12.7M | 0.02% | +3,191+2.4% | Added |
| BlackRock, Inc. | 135,944 | $12.8M | 0.00% | +64,973+91.5% | Added |
| Parcion Private Wealth LLC | 143,260 | $13.5M | 0.96% | +5,624+4.1% | Added |
| Consolidated Portfolio Review Corp | 150,414 | $14.1M | 1.96% | +9,596+6.8% | Added |
| Courage Capital Management LLC | 155,615 | $14.6M | 21.57% | +74,294+91.4% | Added |
| Gimbal Financial | 166,525 | $15.7M | 9.62% | +166,525 | New |
| Kestra Advisory Services, LLC | 167,722 | $15.8M | 0.08% | −16,490−9.0% | Reduced |
| Compass Ion Advisors, LLC | 188,113 | $17.7M | 1.91% | +3,383+1.8% | Added |
| Sky-Mountain Capital Management, Inc. | 177,153 | $18.2M | 12.08% | +10,211+6.1% | Added |
| Landscape Capital Management, L.L.C. | 196,119 | $18.4M | 1.45% | −16,522−7.8% | Reduced |
| Atlas Wealth Partners, LLC | 205,281 | $19.3M | 22.27% | −4,989−2.4% | Reduced |
| Toroso Investments, LLC | 217,558 | $20.4M | 0.13% | +35,541+19.5% | Added |
| Commonwealth Equity Services, LLC | 235,828 | $22.2M | 0.03% | +19,240+8.9% | Added |
| Diversify Advisory Services, LLC | 213,854 | $22.3M | 0.85% | +213,854 | New |
| Kaleidoscope Capital LP | 256,813 | $24.1M | 9.58% | +115,498+81.7% | Added |
| Van Hulzen Asset Management, LLC | 259,260 | $24.4M | 2.03% | −2,237−0.9% | Reduced |
| IMC-Chicago, LLC | 271,720 | $25.5M | 0.64% | +271,720 | New |
| Ovata Capital Management Ltd | 295,558 | $27.7M | 6.00% | +295,558 | New |
| Legacy Wealth Asset Management, LLC | 305,249 | $28.7M | 7.29% | −2,437−0.8% | Reduced |
| O'Neil Global Advisors, Inc. | 312,400 | $29.4M | 6.76% | +299,900+2,399.2% | Added |
| Wellington Management Group LLP | 313,432 | $29.5M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 332,615 | $31.3M | 0.05% | +103,512+45.2% | Added |