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, Q3 2025
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Sep 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
- 685
- +72 vs. Q2 2025
- Shares held
- 44.5M
- −5.02M (−10.1%) vs. Q2 2025
- Total value
- $4.44B
- −$223.8M (−4.8%) vs. Q2 2025
- New holders
- 102
- 344 more added
- Sold out
- 30
- 115 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sentinel Pension Advisors Inc | 2,720 | $271.5K | 0.04% | +341+14.3% | Added |
| Howe & Rusling Inc | 2,776 | $277.1K | 0.02% | +291+11.7% | Added |
| Midwest Trust Co | 2,803 | $279.8K | 0.00% | +22+0.8% | Added |
| Kagan Cocozza Asset Management | 2,810 | $280.5K | 0.21% | −250−8.2% | Reduced |
| Strategies Wealth Advisors, LLC | 2,812 | $280.7K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,848 | $284.3K | 0.08% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 2,892 | $288.7K | 0.21% | −157−5.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,900 | $289.4K | 0.26% | +150+5.5% | Added |
| BankPlus Trust Department | 2,927 | $292.1K | 0.08% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,936 | $293.0K | 0.03% | +625+27.0% | Added |
| Bokf, NA | 2,938 | $293.2K | 0.00% | 00.0% | Unchanged |
| JT Stratford LLC | 2,951 | $294.5K | 0.04% | +2,951 | New |
| WBH Advisory Inc | 2,973 | $296.7K | 0.02% | +633+27.1% | Added |
| NorthRock Partners, LLC | 2,999 | $299.3K | 0.01% | +2,999 | New |
| Clarus Group, Inc. | 3,000 | $299.4K | 0.10% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 3,014 | $300.8K | 0.46% | +3,014 | New |
| Platform Technology Partners | 3,017 | $301.1K | 0.07% | +574+23.5% | Added |
| Stiles Financial Services Inc | 3,034 | $302.8K | 0.10% | 00.0% | Unchanged |
| Crane Advisory, LLC | 2,870 | $303.0K | 0.05% | +185+6.9% | Added |
| KFG Wealth Management, LLC | 3,040 | $303.4K | 0.04% | −3,484−53.4% | Reduced |
| Main Street Financial Solutions, LLC | 3,049 | $304.3K | 0.02% | +437+16.7% | Added |
| Thrivent Financial for Lutherans | 3,055 | $305.0K | 0.00% | −365−10.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,076 | $307.0K | 0.03% | +935+43.7% | Added |
| Invesco, LLC | 3,083 | $307.7K | 0.10% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,103 | $309.7K | 0.07% | +3,103 | New |
| Clare Market Investments LLC | 3,160 | $315.4K | 0.06% | +50+1.6% | Added |
| Beese Fulmer Investment Management, Inc. | 3,180 | $317.4K | 0.02% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 3,197 | $319.1K | 0.29% | +3,197 | New |
| Navellier & Associates Inc | 3,213 | $320.7K | 0.03% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,221 | $321.5K | 0.07% | +910+39.4% | Added |
| Renaissance Technologies LLC | 3,300 | $329.4K | 0.00% | −61,700−94.9% | Reduced |
| J. Safra Sarasin Holding AG | 3,312 | $330.6K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,316 | $331.0K | 0.04% | −50−1.5% | Reduced |
| Verdence Capital Advisors LLC | 3,306 | $331.5K | 0.02% | +123+3.9% | Added |
| IFG Advisors, LLC | 3,335 | $332.9K | 0.05% | +9+0.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,120 | $334.4K | 0.12% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,361 | $335.5K | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 3,617 | $335.9K | 0.02% | +56+1.6% | Added |
| New Republic Capital, LLC | 3,390 | $338.4K | 0.10% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 3,402 | $339.6K | 0.14% | +280+9.0% | Added |
| Prasad Wealth Partners, LLC | 3,413 | $340.7K | 0.09% | +1,050+44.4% | Added |
| CAPROCK Group, Inc. | 3,619 | $341.6K | 0.01% | +3,619 | New |
| YHB Investment Advisors, Inc. | 3,427 | $342.0K | 0.03% | +316+10.2% | Added |
| HB Wealth Management, LLC | 3,445 | $343.9K | 0.00% | +681+24.6% | Added |
| Pennsylvania Capital Management Inc | 3,458 | $345.1K | 0.10% | +536+18.3% | Added |
| OmniStar Financial Group, Inc. | 3,469 | $346.3K | 0.21% | +3,469 | New |
| Federation des caisses Desjardins du Quebec | 3,470 | $346.3K | 0.00% | +200+6.1% | Added |
| Beacon Investment Advisory Services, Inc. | 3,500 | $349.3K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 3,500 | $349.4K | 0.11% | +496+16.5% | Added |
| Wealth Management Nebraska | 3,505 | $349.8K | 0.04% | +3,505 | New |
| Gerber, LLC | 3,506 | $349.9K | 0.22% | −2−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 3,599 | $359.3K | 0.01% | +3,599 | New |
| Visionary Wealth Advisors | 3,600 | $359.3K | 0.02% | +856+31.2% | Added |
| Veracity Capital LLC | 3,611 | $360.4K | 0.12% | +7+0.2% | Added |
| Thompson Davis & Co., Inc. | 3,665 | $365.8K | 0.23% | +300+8.9% | Added |
| Park Edge Advisors, LLC | 3,676 | $366.9K | 0.08% | +220+6.4% | Added |
| RMR Capital Management, LLC | 3,709 | $370.2K | 0.26% | +50+1.4% | Added |
| Pine Valley Investments Ltd Liability Co | 3,717 | $371.0K | 0.02% | +184+5.2% | Added |
| NorthStar Asset Management LLC | 3,720 | $371.3K | 0.18% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,756 | $374.9K | 0.00% | +3,756 | New |
| Halbert Hargrove Global Advisors, LLC | 3,762 | $375.5K | 0.02% | +2,281+154.0% | Added |
| EPG Wealth Management LLC | 3,770 | $376.3K | 0.10% | +1,190+46.1% | Added |
| Grimes & Company, Inc. | 3,790 | $378.3K | 0.01% | +50+1.3% | Added |
| RFG Advisory, LLC | 3,797 | $379.0K | 0.01% | −5,248−58.0% | Reduced |
| Anson Capital, Inc. | 3,825 | $381.8K | 0.29% | −29−0.8% | Reduced |
| Oakworth Capital, Inc. | 3,836 | $382.9K | 0.02% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 3,891 | $388.4K | 0.10% | +3,891 | New |
| Titleist Asset Management, LLC | 3,927 | $392.0K | 0.03% | −302−7.1% | Reduced |
| RPg Family Wealth Advisory, LLC | 3,995 | $398.8K | 0.09% | +3,995 | New |
| Centaurus Financial, Inc. | 4,025 | $402.0K | 0.02% | +171+4.4% | Added |
| Ellis Investment Partners, LLC | 4,039 | $403.2K | 0.07% | −10.0% | Reduced |
| Adamsbrown Wealth Consultants LLC | 4,082 | $407.4K | 0.11% | +976+31.4% | Added |
| Tamar Securities, LLC | 4,100 | $409.2K | 0.05% | +193+4.9% | Added |
| MCF Advisors LLC | 4,181 | $417.3K | 0.03% | +119+2.9% | Added |
| Stokes Family Office, LLC | 4,192 | $418.4K | 0.04% | +998+31.2% | Added |
| Drucker Wealth 3.0, LLC | 4,269 | $426.0K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,288 | $428.0K | 0.03% | +3+0.1% | Added |
| MONECO Advisors, LLC | 4,292 | $428.3K | 0.04% | +270+6.7% | Added |
| Headlands Technologies LLC | 4,304 | $429.6K | 0.03% | +2,429+129.5% | Added |
| Strait & Sound Wealth Management LLC | 4,310 | $430.2K | 0.17% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,321 | $431.0K | 0.03% | +1,094+33.9% | Added |
| SlateStone Wealth, LLC | 4,413 | $440.0K | 0.04% | +1,345+43.8% | Added |
| Ausdal Financial Partners, Inc. | 4,431 | $442.3K | 0.02% | −92−2.0% | Reduced |
| Invesco Ltd. | 4,444 | $443.6K | 0.00% | +593+15.4% | Added |
| BCJ Capital Management, LLC | 4,533 | $452.4K | 0.03% | −947−17.3% | Reduced |
| Simon Quick Advisors, LLC | 4,579 | $457.0K | 0.02% | +640+16.2% | Added |
| Commerce Bank | 4,605 | $459.6K | 0.00% | +1,134+32.7% | Added |
| Ritholtz Wealth Management | 4,678 | $466.9K | 0.01% | −30−0.6% | Reduced |
| McAdam, LLC | 4,681 | $467.2K | 0.02% | +277+6.3% | Added |
| Prime Capital Investment Advisors, LLC | 4,685 | $467.6K | 0.01% | +169+3.7% | Added |
| Riggs Asset Managment Co. Inc. | 4,707 | $469.8K | 0.10% | +684+17.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $470.3K | 0.06% | 00.0% | Unchanged |
| Geneva Partners, LLC | 4,741 | $473.2K | 0.17% | +242+5.4% | Added |
| Tocqueville Asset Management L.P. | 4,750 | $474.1K | 0.01% | +520+12.3% | Added |
| Valmark Advisers, Inc. | 4,780 | $477.1K | 0.01% | +503+11.8% | Added |
| Becker Capital Management Inc | 4,780 | $477.1K | 0.01% | +4,780 | New |
| SRS Capital Advisors, Inc. | 4,794 | $478.6K | 0.01% | +4,502+1,541.8% | Added |
| Omega Financial Group, LLC | 4,824 | $481.5K | 0.16% | +2,265+88.5% | Added |
| Vantage Financial Partners, LLC | 4,829 | $482.0K | 0.10% | −3,018−38.5% | Reduced |
| Kiker Wealth Management, LLC | 4,839 | $483.0K | 0.24% | 00.0% | Unchanged |