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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 21,573 | $2.15M | 0.29% | +1,864+9.5% | Added |
| Highland Financial Advisors, LLC | 21,831 | $2.18M | 0.62% | −129−0.6% | Reduced |
| Stansberry Asset Management, LLC | 21,853 | $2.18M | 0.23% | +206+1.0% | Added |
| WESCAP Management Group, Inc. | 22,005 | $2.20M | 0.46% | +21+0.1% | Added |
| Clearstead Advisors, LLC | 22,460 | $2.24M | 0.03% | +3,492+18.4% | Added |
| Spectrum Strategic Capital Management, LLC | 22,795 | $2.28M | 1.36% | −2,058−8.3% | Reduced |
| Wellspring Financial Advisors, LLC | 22,840 | $2.28M | 0.21% | +1,407+6.6% | Added |
| AE Wealth Management LLC | 23,011 | $2.30M | 0.01% | +9,055+64.9% | Added |
| Objective Capital Management, LLC | 23,436 | $2.34M | 2.42% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 23,559 | $2.35M | 0.00% | +2,200+10.3% | Added |
| Abundance Wealth Counselors | 23,587 | $2.35M | 0.40% | +5,210+28.4% | Added |
| Equitable Trust Co | 23,762 | $2.37M | 0.11% | +15,711+195.1% | Added |
| Almanack Investment Partners, LLC. | 23,854 | $2.38M | 0.37% | +2,689+12.7% | Added |
| Catalytic Wealth RIA, LLC | 23,864 | $2.38M | 0.08% | −292−1.2% | Reduced |
| Brinker Capital Investments, LLC | 23,903 | $2.39M | 0.02% | −536−2.2% | Reduced |
| Financial Partners Group, Inc | 24,221 | $2.42M | 0.30% | +155+0.6% | Added |
| Cerity Partners LLC | 24,424 | $2.44M | 0.00% | +4,871+24.9% | Added |
| FRG Family Wealth Advisors LLC | 25,288 | $2.52M | 0.41% | +7,583+42.8% | Added |
| Mission Wealth Management, LP | 25,303 | $2.53M | 0.05% | +533+2.2% | Added |
| Farringdon Capital, Ltd. | 26,146 | $2.61M | 0.66% | −1,595−5.7% | Reduced |
| Guild Investment Management, Inc. | 26,386 | $2.63M | 2.09% | −2,561−8.8% | Reduced |
| Brown Brothers Harriman & Co | 26,554 | $2.65M | 0.02% | +150+0.6% | Added |
| Camelot Portfolios, LLC | 26,690 | $2.66M | 1.58% | −1,978−6.9% | Reduced |
| Summit Financial, LLC | 27,115 | $2.71M | 0.04% | +27,115 | New |
| Abound Wealth Management | 27,318 | $2.73M | 0.68% | +1,493+5.8% | Added |
| Staley Capital Advisers Inc | 27,340 | $2.73M | 0.11% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 27,736 | $2.77M | 0.05% | +14,781+114.1% | Added |
| SMART Wealth LLC | 28,350 | $2.83M | 1.07% | +833+3.0% | Added |
| Wealthcare Advisory Partners LLC | 28,566 | $2.85M | 0.06% | +4,198+17.2% | Added |
| Bank of America Corp | 28,786 | $2.87M | 0.00% | −1,512−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 28,825 | $2.88M | 0.07% | −5,507−16.0% | Reduced |
| Financial Designs Corp | 30,154 | $2.89M | 1.67% | +2,826+10.3% | Added |
| Moneta Group Investment Advisors LLC | 29,965 | $2.99M | 0.02% | +8,028+36.6% | Added |
| Meitav Dash Investments Ltd | 30,187 | $3.01M | 0.04% | +6,769+28.9% | Added |
| LPL Financial LLC | 30,203 | $3.01M | 0.00% | +1,813+6.4% | Added |
| Basso Capital Management, L.P. | 30,600 | $3.05M | 2.04% | +4,100+15.5% | Added |
| Vista Finance, LLC | 30,696 | $3.06M | 2.04% | +24,565+400.7% | Added |
| Private Advisor Group, LLC | 30,937 | $3.09M | 0.02% | +5,693+22.6% | Added |
| Integrated Wealth Concepts LLC | 31,005 | $3.09M | 0.03% | +1,997+6.9% | Added |
| CIBC Private Wealth Group, LLC | 31,673 | $3.16M | 0.01% | +2,045+6.9% | Added |
| Global Retirement Partners, LLC | 31,989 | $3.19M | 0.07% | +1,011+3.3% | Added |
| Vise Technologies, Inc. | 32,767 | $3.27M | 0.12% | +32,767 | New |
| O'Neil Global Advisors, Inc. | 32,813 | $3.27M | 0.60% | −279,587−89.5% | Reduced |
| Childress Capital Advisors, LLC | 33,025 | $3.30M | 0.60% | +965+3.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,356 | $3.33M | 0.11% | −460−1.4% | Reduced |
| Sanctuary Advisors, LLC | 33,604 | $3.35M | 0.02% | +7,192+27.2% | Added |
| Exit Wealth Advisors, LLC. | 33,890 | $3.38M | 2.26% | +33,890 | New |
| Joel Isaacson & Co., LLC | 34,192 | $3.41M | 0.12% | 00.0% | Unchanged |
| Firestone Capital Management | 34,682 | $3.46M | 0.75% | +4,899+16.4% | Added |
| Howard Capital Management Inc. | 34,786 | $3.47M | 0.05% | +34,786 | New |
| Ronald Blue Trust, Inc. | 34,870 | $3.48M | 0.04% | +24+0.1% | Added |
| PTM Wealth Management, LLC | 32,193 | $3.52M | 2.10% | +1,358+4.4% | Added |
| Innovative Advisory Group, LLC | 36,529 | $3.65M | 2.39% | +1,008+2.8% | Added |
| Sowell Financial Services LLC | 36,705 | $3.66M | 0.14% | −43,436−54.2% | Reduced |
| BEAM Asset Management, LLC | 36,804 | $3.67M | 1.00% | +21,916+147.2% | Added |
| Advisors Capital Management, LLC | 37,182 | $3.71M | 0.05% | +37,182 | New |
| Peregrine Asset Advisers, Inc. | 37,308 | $3.72M | 1.12% | −16,451−30.6% | Reduced |
| CMG Global Holdings, LLC | 39,323 | $3.82M | 1.87% | +350+0.9% | Added |
| Promethium Advisors,llc | 38,381 | $3.83M | 2.20% | +5,039+15.1% | Added |
| Evexia Wealth LLC | 38,055 | $3.85M | 1.15% | −438−1.1% | Reduced |
| Vivaldi Capital Management, LLC | 38,774 | $3.87M | 0.55% | +9,075+30.6% | Added |
| Tred Avon Family Wealth, LLC | 40,114 | $4.00M | 1.38% | +40,114 | New |
| Merit Financial Group, LLC | 40,130 | $4.01M | 0.04% | +552+1.4% | Added |
| SCS Capital Management LLC | 40,195 | $4.01M | 0.04% | +5,400+15.5% | Added |
| Panoramic Investment Advisors, LLC | 40,233 | $4.02M | 2.26% | +664+1.7% | Added |
| DecisionMap Wealth Management, LLC | 40,264 | $4.02M | 2.58% | +3,966+10.9% | Added |
| Advisor Group Holdings, Inc. | 42,266 | $4.08M | 0.01% | +36,179+594.4% | Added |
| Element Pointe Advisors, LLC | 41,005 | $4.09M | 0.87% | +41,005 | New |
| Haven Private, LLC | 41,341 | $4.13M | 1.82% | +1,658+4.2% | Added |
| Vista Investment Partners II, LLC | 41,579 | $4.15M | 1.94% | +1,214+3.0% | Added |
| Keel Point, LLC | 42,145 | $4.21M | 0.26% | +17,952+74.2% | Added |
| Kovitz Investment Group Partners, LLC | 43,151 | $4.31M | 0.02% | +1,856+4.5% | Added |
| Nwam LLC | 43,859 | $4.37M | 0.24% | −397−0.9% | Reduced |
| Lido Advisors, LLC | 43,985 | $4.39M | 0.02% | +271+0.6% | Added |
| Sepio Capital, LP | 44,198 | $4.41M | 0.26% | +4,640+11.7% | Added |
| Arbor Capital Management Inc | 43,695 | $4.47M | 3.60% | +3,504+8.7% | Added |
| Kingsview Wealth Management, LLC | 45,498 | $4.54M | 0.07% | +13,106+40.5% | Added |
| SFMG, LLC | 45,551 | $4.55M | 0.32% | +7,000+18.2% | Added |
| First Heartland Consultants, Inc. | 46,480 | $4.64M | 0.37% | +17,023+57.8% | Added |
| Fiduciary Alliance LLC | 47,227 | $4.71M | 0.32% | −236−0.5% | Reduced |
| Virtu Financial LLC | 48,136 | $4.80M | 0.27% | +23,114+92.4% | Added |
| Eaton Financial Holdings Company, LLC | 48,821 | $4.87M | 1.37% | +16,103+49.2% | Added |
| Rpo LLC | 49,757 | $4.97M | 6.24% | 00.0% | Unchanged |
| Libra Wealth LLC | 50,443 | $5.03M | 1.51% | +8,904+21.4% | Added |
| QTR Family Wealth, LLC | 52,320 | $5.22M | 2.48% | +157+0.3% | Added |
| Claar Advisors LLC | 52,500 | $5.24M | 1.55% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53,657 | $5.36M | 0.08% | −124−0.2% | Reduced |
| Cambridge Advisors Inc. | 53,706 | $5.36M | 1.05% | +295+0.6% | Added |
| Milestone Asset Management Group, LLC | 54,258 | $5.42M | 3.41% | +5,498+11.3% | Added |
| GWM Advisors LLC | 54,288 | $5.42M | 0.02% | −15,567−22.3% | Reduced |
| PYA Waltman Capital, LLC | 55,237 | $5.51M | 1.48% | +2,549+4.8% | Added |
| Smart Money Group LLC | 57,024 | $5.69M | 1.69% | −881−1.5% | Reduced |
| Pasadena Private Wealth, LLC | 57,208 | $5.71M | 0.82% | +443+0.8% | Added |
| Am Investment Strategies LLC | 58,354 | $5.82M | 1.26% | +3,407+6.2% | Added |
| Avenir Tech Ltd | 58,618 | $5.85M | 0.45% | 00.0% | Unchanged |
| Berman McAleer LLC | 58,619 | $5.85M | 0.82% | +58,619 | New |
| Integrated Advisors Network LLC | 58,763 | $5.87M | 0.25% | −15,828−21.2% | Reduced |
| Modus Advisors, LLC | 60,591 | $6.05M | 1.64% | −7,407−10.9% | Reduced |
| Colony Group, LLC | 61,763 | $6.16M | 0.01% | +9,852+19.0% | Added |
| Jump Financial, LLC | 62,371 | $6.23M | 0.08% | +62,371 | New |