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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 4,846 | $483.7K | 0.07% | +1,741+56.1% | Added |
| Curran Financial Partners, LLC | 4,848 | $483.9K | 0.10% | +1,545+46.8% | Added |
| Beacon Capital Management, LLC | 4,882 | $487.3K | 0.07% | +567+13.1% | Added |
| Quantinno Capital Management LP | 4,917 | $490.8K | 0.00% | +2,052+71.6% | Added |
| Arkadios Wealth Advisors | 5,005 | $499.5K | 0.01% | +1,204+31.7% | Added |
| Robertson Stephens Wealth Management, LLC | 5,018 | $500.8K | 0.02% | +822+19.6% | Added |
| Sandy Cove Advisors, LLC | 5,021 | $501.1K | 0.16% | +1,213+31.9% | Added |
| Gryphon Financial Partners LLC | 5,029 | $502.0K | 0.06% | +1,875+59.4% | Added |
| IVC Wealth Advisors LLC | 5,057 | $504.7K | 0.23% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,068 | $505.8K | 0.03% | +123+2.5% | Added |
| Cascade Financial Partners, LLC | 5,086 | $507.6K | 0.06% | +342+7.2% | Added |
| Retirement Income Solutions, Inc | 5,132 | $512.2K | 0.09% | +743+16.9% | Added |
| Smallwood Wealth Investment Management, LLC | 5,146 | $513.6K | 0.26% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,195 | $518.5K | 0.04% | −1,759−25.3% | Reduced |
| AMG National Trust Bank | 5,205 | $519.5K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,223 | $521.3K | 0.08% | +2,124+68.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,286 | $527.6K | 0.06% | −89−1.7% | Reduced |
| Old Mission Investment Co LLC | 5,315 | $530.5K | 0.13% | +811+18.0% | Added |
| Cardiff Park Advisors, LLC | 5,325 | $531.5K | 0.04% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 5,790 | $537.0K | 0.38% | +1,395+31.7% | Added |
| KG&L Capital Management,LLC | 5,431 | $542.1K | 0.15% | +5,431 | New |
| Scotia Capital Inc. | 5,460 | $545.0K | 0.00% | +1,552+39.7% | Added |
| Wealth Group Ltd | 5,468 | $545.8K | 0.13% | −70−1.3% | Reduced |
| Capital Performance Advisors LLP | 5,470 | $546.0K | 0.09% | +2,000+57.6% | Added |
| Advyzon Investment Management, LLC | 5,471 | $546.1K | 0.09% | −133−2.4% | Reduced |
| Robinswood Financial LLC | 5,486 | $547.6K | 0.18% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,487 | $547.7K | 0.04% | +320+6.2% | Added |
| Sage Mountain Advisors LLC | 5,503 | $549.3K | 0.03% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 5,579 | $556.8K | 0.03% | +2,241+67.1% | Added |
| Endowment Wealth Management, Inc. | 5,596 | $558.6K | 0.25% | +896+19.1% | Added |
| IFP Advisors, Inc | 5,637 | $562.6K | 0.01% | +38+0.7% | Added |
| Horizon Kinetics Asset Management LLC | 5,681 | $567.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,349 | $567.6K | 0.02% | −2,000−27.2% | Reduced |
| Vestor Capital, LLC | 5,695 | $568.0K | 0.04% | +3,349+142.8% | Added |
| Strategic Wealth Partners, Ltd. | 5,804 | $579.3K | 0.04% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 7,690 | $583.8K | 0.01% | +7,690 | New |
| Hilltop Holdings Inc. | 5,852 | $584.1K | 0.03% | +2,453+72.2% | Added |
| Gitterman Wealth Management, LLC | 5,865 | $585.4K | 0.13% | +1,354+30.0% | Added |
| Perigon Wealth Management, LLC | 5,922 | $591.1K | 0.01% | +1,332+29.0% | Added |
| We Are One Seven, LLC | 5,935 | $592.4K | 0.01% | +91+1.6% | Added |
| Independent Financial Group, LLC | 5,954 | $594.3K | 0.01% | +301+5.3% | Added |
| Brown Advisory Inc | 6,000 | $598.9K | 0.00% | −6,121−50.5% | Reduced |
| Panoramic Capital, LLC | 6,000 | $598.9K | 0.38% | +6,000 | New |
| Claro Advisors LLC | 6,020 | $600.9K | 0.09% | +1,834+43.8% | Added |
| Wealth Alliance | 6,095 | $608.4K | 0.06% | +466+8.3% | Added |
| Savant Capital, LLC | 6,112 | $610.0K | 0.00% | +1,506+32.7% | Added |
| Allworth Financial LP | 6,116 | $610.5K | 0.00% | −3,634−37.3% | Reduced |
| Vicus Capital | 6,121 | $610.9K | 0.05% | +771+14.4% | Added |
| Crestwood Advisors Group LLC | 6,216 | $620.4K | 0.01% | +2,434+64.4% | Added |
| Moors & Cabot, Inc. | 6,218 | $620.6K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,223 | $621.1K | 0.04% | +4,093+192.2% | Added |
| Werba Rubin Papier Wealth Management | 6,315 | $630.3K | 0.10% | 00.0% | Unchanged |
| Central Trust Co | 6,321 | $631.0K | 0.01% | +482+8.3% | Added |
| Wealth Effects LLC | 6,410 | $639.8K | 0.21% | +1,500+30.5% | Added |
| Vantage Point Financial LLC | 6,440 | $642.8K | 0.25% | +781+13.8% | Added |
| Whittier Trust Co | 6,000 | $643.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,534 | $652.2K | 0.05% | −5,117−43.9% | Reduced |
| Summit Trail Advisors, LLC | 6,571 | $655.9K | 0.01% | +7+0.1% | Added |
| Diligent Investors, LLC | 6,594 | $658.1K | 0.17% | −100−1.5% | Reduced |
| Raymond James Financial Inc | 6,610 | $659.7K | 0.00% | +1,981+42.8% | Added |
| Precision Wealth Strategies, LLC | 6,637 | $662.4K | 0.21% | +6,637 | New |
| United Capital Financial Advisers, LLC | 6,657 | $664.4K | 0.00% | +510+8.3% | Added |
| Wealthspire Advisors, LLC | 6,716 | $670.3K | 0.00% | −196−2.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,832 | $681.9K | 0.08% | +592+9.5% | Added |
| Proficio Capital Partners LLC | 6,861 | $684.8K | 0.05% | +409+6.3% | Added |
| Everett Harris & Co | 6,939 | $692.6K | 0.01% | +156+2.3% | Added |
| Fairview Capital Investment Management, LLC | 6,950 | $693.7K | 0.04% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 6,983 | $697.4K | 0.17% | +904+14.9% | Added |
| Thoroughbred Financial Services, LLC | 7,043 | $702.0K | 0.04% | +338+5.0% | Added |
| Chicago Capital, LLC | 7,044 | $703.1K | 0.02% | +1,325+23.2% | Added |
| Rehmann Capital Advisory Group | 7,055 | $704.2K | 0.04% | +386+5.8% | Added |
| Truvestments Capital LLC | 7,104 | $709.0K | 0.13% | +4,771+204.5% | Added |
| Gimbal Financial | 7,141 | $712.8K | 0.43% | −159,384−95.7% | Reduced |
| Tradition Wealth Management, LLC | 7,151 | $713.7K | 0.05% | +279+4.1% | Added |
| Intellectus Partners, LLC | 7,200 | $718.6K | 0.14% | +100+1.4% | Added |
| Five Pine Wealth Management | 7,286 | $727.2K | 0.49% | +2,629+56.5% | Added |
| FineMark National Bank & Trust | 7,385 | $737.1K | 0.02% | +1,166+18.7% | Added |
| J.W. Cole Advisors, Inc. | 7,480 | $746.6K | 0.01% | +1,468+24.4% | Added |
| Running Point Capital Advisors, LLC | 7,666 | $765.1K | 0.20% | +20.0% | Added |
| Demars Financial Group, LLC | 7,709 | $769.4K | 0.27% | +231+3.1% | Added |
| Eagle Global Advisors LLC | 7,850 | $783.5K | 0.03% | +1,800+29.8% | Added |
| CLG LLC | 7,851 | $783.6K | 0.21% | +807+11.5% | Added |
| Sandbox Financial Partners, LLC | 7,929 | $791.4K | 0.23% | +1,402+21.5% | Added |
| Rothschild Investment LLC | 8,000 | $798.5K | 0.05% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 8,002 | $798.7K | 0.18% | −55,774−87.5% | Reduced |
| Larson Financial Group LLC | 8,085 | $806.9K | 0.03% | +338+4.4% | Added |
| Willis Johnson & Associates, Inc. | 8,133 | $811.7K | 0.05% | +783+10.7% | Added |
| Bank of Montreal | 8,151 | $813.6K | 0.00% | −65,741−89.0% | Reduced |
| Peloton Wealth Strategists | 8,203 | $819.0K | 0.32% | +36+0.4% | Added |
| Atria Investments LLC | 8,292 | $827.6K | 0.01% | +3,811+85.0% | Added |
| Clientfirst Wealth Management, LLC | 8,333 | $831.7K | 0.67% | +3,445+70.5% | Added |
| Associated Banc-Corp | 8,352 | $833.6K | 0.02% | +125+1.5% | Added |
| Chicago Partners Investment Group LLC | 8,515 | $843.8K | 0.02% | +1,794+26.7% | Added |
| Resources Investment Advisors, LLC. | 8,525 | $850.9K | 0.01% | +1,293+17.9% | Added |
| Dudley Capital Management, LLC | 8,533 | $851.7K | 0.38% | +55+0.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,591 | $857.5K | 0.05% | +2,693+45.7% | Added |
| Wesbanco Bank Inc | 8,605 | $858.9K | 0.02% | +765+9.8% | Added |
| Roman Butler Fullerton & Co | 8,940 | $861.9K | 0.23% | −1,314−12.8% | Reduced |
| Evoke Wealth, LLC | 8,652 | $863.6K | 0.02% | −3,894−31.0% | Reduced |
| Upper Left Wealth Management, LLC | 8,675 | $865.9K | 0.54% | −30−0.3% | Reduced |