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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 3,797 | $356.9K | 0.09% | +22+0.6% | Added |
| Crestwood Advisors Group LLC | 3,782 | $355.4K | 0.01% | −35−0.9% | Reduced |
| Grimes & Company, Inc. | 3,740 | $351.5K | 0.01% | +3,740 | New |
| NorthStar Asset Management LLC | 3,720 | $349.6K | 0.18% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 3,659 | $343.9K | 0.25% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,604 | $338.8K | 0.12% | −53−1.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,533 | $332.1K | 0.02% | +15+0.4% | Added |
| Gerber, LLC | 3,508 | $329.7K | 0.23% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,500 | $329.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,500 | $329.0K | 0.12% | +2,350+204.3% | Added |
| Drive Wealth Management, LLC | 3,489 | $327.9K | 0.07% | −3−0.1% | Reduced |
| Commerce Bank | 3,471 | $326.2K | 0.00% | +561+19.3% | Added |
| Capital Performance Advisors LLP | 3,470 | $326.1K | 0.06% | −150−4.1% | Reduced |
| Baring Financial LLC | 3,464 | $325.6K | 0.24% | +672+24.1% | Added |
| Park Edge Advisors, LLC | 3,456 | $324.8K | 0.08% | +71+2.1% | Added |
| Thrivent Financial for Lutherans | 3,420 | $321.0K | 0.00% | −4,367−56.1% | Reduced |
| Hilltop Holdings Inc. | 3,399 | $319.5K | 0.02% | −224−6.2% | Reduced |
| New Republic Capital, LLC | 3,390 | $318.6K | 0.11% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,366 | $316.4K | 0.05% | −775−18.7% | Reduced |
| Thompson Davis & Co., Inc. | 3,365 | $316.3K | 0.22% | −100−2.9% | Reduced |
| AlTi Global, Inc. | 3,361 | $315.9K | 0.01% | +25+0.7% | Added |
| Tectonic Advisors LLC | 3,338 | $313.7K | 0.02% | −3,106−48.2% | Reduced |
| IFG Advisors, LLC | 3,326 | $312.6K | 0.05% | +440+15.2% | Added |
| Curran Financial Partners, LLC | 3,303 | $310.4K | 0.07% | +3,303 | New |
| J. Safra Sarasin Holding AG | 3,312 | $309.1K | 0.01% | +3,312 | New |
| Bridgewater Advisors Inc. | 3,002 | $307.7K | 0.02% | +3,002 | New |
| Federation des caisses Desjardins du Quebec | 3,270 | $307.3K | 0.00% | +100+3.2% | Added |
| Appleton Partners Inc | 3,227 | $303.0K | 0.02% | +402+14.2% | Added |
| Navellier & Associates Inc | 3,213 | $302.0K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,194 | $300.2K | 0.03% | +3,194 | New |
| Verdence Capital Advisors LLC | 3,183 | $299.2K | 0.02% | +3,183 | New |
| Beese Fulmer Investment Management, Inc. | 3,180 | $298.9K | 0.02% | +3,180 | New |
| Gryphon Financial Partners LLC | 3,154 | $296.5K | 0.04% | +3,154 | New |
| Arkfeld Wealth Strategies, L.L.C. | 3,120 | $294.3K | 0.12% | +3,120 | New |
| Brogan Financial, Inc. | 3,122 | $293.4K | 0.13% | +73+2.4% | Added |
| YHB Investment Advisors, Inc. | 3,111 | $292.4K | 0.02% | +3,111 | New |
| Clare Market Investments LLC | 3,110 | $292.3K | 0.06% | −455−12.8% | Reduced |
| Fidelis Capital Partners, LLC | 2,905 | $292.3K | 0.03% | +2,905 | New |
| Adamsbrown Wealth Consultants LLC | 3,106 | $291.9K | 0.08% | +3,106 | New |
| Legacy Financial Advisors, Inc. | 3,105 | $291.8K | 0.05% | +3,105 | New |
| CFO4Life Group, LLC | 3,099 | $291.3K | 0.05% | +3,099 | New |
| Greenleaf Trust | 3,093 | $290.7K | 0.00% | +3,093 | New |
| Invesco, LLC | 3,083 | $289.8K | 0.11% | +3,083 | New |
| SlateStone Wealth, LLC | 3,068 | $288.0K | 0.03% | +3,068 | New |
| Kagan Cocozza Asset Management | 3,060 | $287.6K | 0.22% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 3,049 | $286.6K | 0.22% | +3,049 | New |
| Stiles Financial Services Inc | 3,034 | $285.2K | 0.10% | +3,034 | New |
| Change Path, LLC | 3,020 | $283.9K | 0.01% | −5,892−66.1% | Reduced |
| Hobbs Group Advisors, LLC | 3,004 | $282.4K | 0.10% | −4−0.1% | Reduced |
| Clarus Group, Inc. | 3,000 | $282.0K | 0.10% | 00.0% | Unchanged |
| Crane Advisory, LLC | 2,685 | $277.0K | 0.05% | +2,685 | New |
| Bokf, NA | 2,938 | $276.1K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,927 | $275.1K | 0.08% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,922 | $274.6K | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,865 | $269.3K | 0.00% | +2,865 | New |
| Wealth Dimensions Group, Ltd. | 2,857 | $268.6K | 0.06% | +2,857 | New |
| Financial Perspectives, Inc | 2,848 | $267.7K | 0.08% | 00.0% | Unchanged |
| SMI Advisory Services, LLC | 2,570 | $267.6K | 0.05% | −1,308−33.7% | Reduced |
| Strategies Wealth Advisors, LLC | 2,812 | $264.3K | 0.03% | 00.0% | Unchanged |
| Midwest Trust Co | 2,781 | $261.4K | 0.00% | +2,781 | New |
| HB Wealth Management, LLC | 2,764 | $259.8K | 0.00% | +2,764 | New |
| Alan B. Lancz & Associates, Inc. | 2,750 | $258.5K | 0.26% | +2,750 | New |
| Visionary Wealth Advisors | 2,744 | $257.9K | 0.01% | +2,744 | New |
| Smith Anglin Financial, LLC | 2,708 | $254.5K | 0.02% | +2,708 | New |
| Cobblestone Asset Management LLC | 2,704 | $254.1K | 0.13% | +2,704 | New |
| Koshinski Asset Management, Inc. | 2,694 | $253.2K | 0.02% | +2,694 | New |
| Financial Engines Advisors L.L.C. | 2,675 | $251.0K | 0.00% | +2,675 | New |
| Covenant Asset Management, LLC | 2,628 | $247.0K | 0.05% | +2,628 | New |
| Main Street Financial Solutions, LLC | 2,612 | $245.5K | 0.02% | +2,612 | New |
| Buckley Wealth Management, LLC | 2,610 | $245.3K | 0.07% | +2,610 | New |
| EPG Wealth Management LLC | 2,580 | $242.5K | 0.07% | +2,580 | New |
| Centerpoint Advisors, LLC | 2,574 | $242.0K | 0.08% | −7−0.3% | Reduced |
| Regency Capital Management Inc. | 2,560 | $240.6K | 0.13% | +2,560 | New |
| Omega Financial Group, LLC | 2,559 | $240.6K | 0.09% | +2,559 | New |
| MTM Investment Management, LLC | 2,559 | $240.5K | 0.08% | −525−17.0% | Reduced |
| Cutler Capital Management, LLC | 2,555 | $240.2K | 0.08% | +2,555 | New |
| LongView Wealth Management | 2,555 | $240.1K | 0.07% | +2,555 | New |
| Fairvoy Private Wealth, LLC | 2,545 | $239.2K | 0.06% | +2,545 | New |
| Plante Moran Financial Advisors, LLC | 2,521 | $237.0K | 0.02% | +468+22.8% | Added |
| 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 |
| Howe & Rusling Inc | 2,485 | $233.6K | 0.02% | −390−13.6% | Reduced |
| Dakota Wealth Management | 2,470 | $232.2K | 0.00% | +2,470 | New |
| David Loasby | 2,350 | $231.9K | 0.02% | +2,350 | New |
| Maripau Wealth Management LLC | 2,453 | $230.6K | 0.12% | +2,453 | New |
| Platform Technology Partners | 2,443 | $229.6K | 0.06% | +2,443 | New |
| TFB Advisors LLC | 2,418 | $227.3K | 0.06% | −400−14.2% | Reduced |
| Dynamic Advisor Solutions LLC | 2,418 | $227.2K | 0.01% | +2,418 | New |
| Strategic Blueprint, LLC | 2,403 | $225.9K | 0.01% | +2,403 | New |
| Brown, Lisle/Cummings, Inc. | 2,390 | $224.6K | 0.06% | −45−1.8% | Reduced |
| Sentinel Pension Advisors Inc | 2,379 | $223.6K | 0.04% | +2,379 | New |
| Strategic Advocates LLC | 2,375 | $223.2K | 0.07% | +2,375 | New |
| Austin Wealth Management, LLC | 2,182 | $222.2K | 0.04% | +2,182 | New |
| Prasad Wealth Partners, LLC | 2,363 | $222.1K | 0.07% | +2,363 | New |
| Coldstream Capital Management Inc | 2,361 | $221.9K | 0.00% | 00.0% | Unchanged |
| Helium Advisors LLC | 2,360 | $221.8K | 0.14% | +2,360 | New |
| Leo Wealth, LLC | 2,341 | $220.0K | 0.02% | +2,341 | New |
| WBH Advisory Inc | 2,340 | $219.9K | 0.02% | +2,340 | New |
| Truvestments Capital LLC | 2,333 | $219.3K | 0.04% | +1,724+283.1% | Added |
| Hengehold Capital Management LLC | 2,311 | $217.2K | 0.02% | +2,311 | New |