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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.

Q3 2025 vs. Q2 2025

How the institutions holding Fidelity Wise Origin Bitcoin Fund changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of FBTC: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders62310685+72
Shares49.7M125.1K44.5M−5.02M (−10.1%)
Value$4.68B$11.4M$4.44B−$223.8M (−4.8%)

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (102)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 102 by value.

Institutions new to FBTC in Q3 2025
InstitutionSharesValue% of portfolio
Guardian Point Capital, LP200,000$20.0M7.68%
Old Mission Capital LLC110,180$11.0M0.39%
Great Point Wealth Advisors, LLC91,167$9.10M1.71%
Jump Financial, LLC62,371$6.23M0.08%
Berman McAleer LLC58,619$5.85M0.82%
Element Pointe Advisors, LLC41,005$4.09M0.87%
Tred Avon Family Wealth, LLC40,114$4.00M1.38%
Advisors Capital Management, LLC37,182$3.71M0.05%
Howard Capital Management Inc.34,786$3.47M0.05%
Exit Wealth Advisors, LLC.33,890$3.38M2.26%
Vise Technologies, Inc.32,767$3.27M0.12%
Summit Financial, LLC27,115$2.71M0.04%
Oak Grove Capital LLC12,889$1.29M0.28%
Cim, LLC10,226$1.02M0.13%
Ursa Fund Management, LLC10,000$998.1K1.93%
Financial Sense Advisors, Inc.9,540$952.2K0.18%
Precision Wealth Strategies, LLC6,637$662.4K0.21%
Panoramic Capital, LLC6,000$598.9K0.38%
Union Bancaire Privee, UBP SA7,690$583.8K0.01%
KG&L Capital Management,LLC5,431$542.1K0.15%
Becker Capital Management Inc4,780$477.1K0.01%
RPg Family Wealth Advisory, LLC3,995$398.8K0.09%
BridgePort Financial Solutions, LLC3,891$388.4K0.10%
Beacon Pointe Advisors, LLC3,756$374.9K0.00%
Avidian Wealth Solutions, LLC3,599$359.3K0.01%
Wealth Management Nebraska3,505$349.8K0.04%
OmniStar Financial Group, Inc.3,469$346.3K0.21%
CAPROCK Group, Inc.3,619$341.6K0.01%
Connective Capital Management, LLC3,197$319.1K0.29%
Peddock Capital Advisors, LLC3,103$309.7K0.07%
Puff Wealth Management, LLC3,014$300.8K0.46%
NorthRock Partners, LLC2,999$299.3K0.01%
JT Stratford LLC2,951$294.5K0.04%
EdgeRock Capital LLC2,665$266.0K0.07%
DMG Group, LLC2,652$264.7K0.18%
Whitaker-Myers Wealth Managers, LTD.2,650$264.5K0.06%
Harmony Asset Management LLC2,625$262.0K0.09%
Kera Capital Partners, Inc.2,625$262.0K0.04%
Guardian Partners Inc.2,498$256.1K0.02%
Sax Wealth Advisors, LLC2,500$249.5K0.01%
Mill Creek Capital Advisors, LLC2,484$247.9K0.01%
TRUE Private Wealth Advisors2,456$245.2K0.03%
Atlas Brown,Inc.2,453$244.8K0.07%
Paradigm Financial Partners, LLC2,415$241.0K0.02%
Shade Tree Advisors LLC2,415$241.0K0.21%
East Coast Asset Management, LLC.2,345$234.1K0.07%
Aspiring Ventures, LLC2,331$232.7K0.08%
Berkeley Capital Partners, LLC2,324$232.0K0.05%
Conservest Capital Advisors, Inc.2,295$229.1K0.02%
Gutierrez Wealth Advisory, LLC2,256$225.1K0.14%
National Asset Management, Inc.2,254$225.0K0.01%
Transcend Wealth Collective, LLC2,213$220.8K0.02%
United Financial Planning Group LLC2,185$218.1K0.14%
Dynamic Financial Group2,183$217.9K0.19%
Entrewealth, LLC2,182$217.8K0.11%
Retirement Planning Group2,172$216.7K0.01%
SPC Financial, Inc.2,146$214.2K0.02%
Tyche Wealth Partners LLC2,141$213.7K0.04%
Adviser Investments LLC2,140$213.6K0.00%
SeaCrest Wealth Management, LLC1,961$211.1K0.02%
Prospera Financial Services Inc2,108$210.4K0.00%
PFG Investments, LLC2,106$210.2K0.01%
RS Crum Inc.2,100$209.6K0.05%
Cypress Wealth Services, LLC2,095$209.1K0.03%
Nicolet Bankshares Inc2,076$207.2K0.03%
Massachusetts Wealth Management2,067$206.3K0.10%
Corepath Wealth Partners LLC1,877$205.4K0.15%
Pinnacle Associates Ltd2,050$204.6K0.00%
Corps Capital Advisors, LLC2,050$204.6K0.31%
Cooper Financial Group2,044$204.1K0.02%
Stratos Wealth Partners, LTD.2,029$202.5K0.00%
LJI Wealth Management, LLC2,009$200.5K0.04%
Flputnam Investment Management Co2,007$200.3K0.00%
New Harbor Financial Group, LLC2,006$200.2K0.04%
Pathway Financial Advisers, LLC1,623$161.9K0.05%
Hicks Capital Management LLC1,200$119.8K0.20%
Noble Wealth Management PBC970$96.8K0.05%
Turim 21 Investimentos Ltda.877$87.5K0.03%
Asset Planning,Inc750$74.9K0.05%
Towarzystwo Funduszy Inwestycyjnych Pzu SA640$63.7K0.02%
Rockefeller Capital Management L.P.532$53.1K0.00%
Guerra Advisors Inc527$52.6K0.02%
Thurston, Springer, Miller, Herd & Titak, Inc.447$44.6K0.09%
Mather Group, LLC.328$32.7K0.00%
Financial Consulate, Inc322$32.1K0.00%
Turning Point Benefit Group, Inc.301$30.9K0.02%
Barnes Dennig Private Wealth Management LLC305$30.4K0.03%
Anfield Capital Management, LLC300$29.9K0.01%
Avalon Trust Co250$25.0K0.00%
Main Management LLC219$22.0K0.00%
Cranbrook Wealth Management, LLC196$19.6K0.00%
TFC Financial Management150$15.0K0.00%
Atwood & Palmer Inc125$12.5K0.00%
Cloud Capital Management, LLC126$12.0K0.01%
Root Financial Partners, LLC94$9.38K0.00%
Your Advocates Ltd., LLP35$3.49K0.00%
Valued Wealth Advisors LLC20$2.00K0.00%
JPL Wealth Management, LLC20$2.00K0.00%
Tower Research Capital LLC (TRC)18$1.80K0.00%
Crewe Advisors LLC16$1.60K0.00%

Sold out (30)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (10)

Institutions that held Fidelity Wise Origin Bitcoin Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FBTC in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.43,801$4.12M
EP Wealth Advisors, LLC33,243$3.12M
Graypoint LLC15,801$1.49M
Northeast Financial Consultants Inc9,874$928.0K
Congress Wealth Management LLC7,147$671.9K
Exchange Capital Management, Inc.4,300$404.2K
Greenberg Financial Group7,909$403.8K
Smith Anglin Financial, LLC2,708$254.5K
Iron Horse Wealth Management, LLC200$18.8K
PrairieView Partners, LLC92$8.00K