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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 62,514 | $6.24M | 0.01% | −21,344−25.5% | Reduced |
| US Bancorp | 63,737 | $6.36M | 0.01% | −13,643−17.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 63,739 | $6.36M | 0.45% | +2,762+4.5% | Added |
| Foundations Investment Advisors, LLC | 64,363 | $6.42M | 0.09% | +14,562+29.2% | Added |
| SevenBridge Financial Group, LLC | 79,507 | $7.04M | 1.16% | +16,101+25.4% | Added |
| Mad River Investors | 71,804 | $7.17M | 3.07% | −1,457−2.0% | Reduced |
| Altfest L J & Co Inc | 80,092 | $7.99M | 0.89% | −45,223−36.1% | Reduced |
| Park Avenue Securities LLC | 80,174 | $8.00M | 0.06% | +6,640+9.0% | Added |
| MML Investors Services, LLC | 80,194 | $8.00M | 0.02% | +36,663+84.2% | Added |
| Aptus Capital Advisors, LLC | 80,211 | $8.01M | 0.07% | +12,654+18.7% | Added |
| First Trust Advisors LP | 82,064 | $8.19M | 0.01% | +4,163+5.3% | Added |
| Brookstone Capital Management | 83,735 | $8.36M | 0.10% | +238+0.3% | Added |
| Avaii Wealth Management, LLC | 84,605 | $8.44M | 3.21% | +7,072+9.1% | Added |
| Archetype Wealth Partners | 89,518 | $8.94M | 1.14% | +27,400+44.1% | Added |
| Kingswood Wealth Advisors, LLC | 89,873 | $8.97M | 0.54% | −1,058−1.2% | Reduced |
| Great Point Wealth Advisors, LLC | 91,167 | $9.10M | 1.71% | +91,167 | New |
| Mutual Advisors, LLC | 96,254 | $9.25M | 0.20% | +49,543+106.1% | Added |
| Senator Investment Group LP | 93,788 | $9.36M | 0.35% | +3,663+4.1% | Added |
| Kestra Private Wealth Services, LLC | 96,121 | $9.59M | 0.13% | +9,487+11.0% | Added |
| Newtyn Management, LLC | 97,200 | $9.70M | 1.19% | −23,000−19.1% | Reduced |
| Exencial Wealth Advisors, LLC | 101,235 | $10.1M | 0.33% | +18,554+22.4% | Added |
| CWM, LLC | 101,301 | $10.1M | 0.03% | +9,963+10.9% | Added |
| Allegheny Financial Group LTD | 101,492 | $10.1M | 1.89% | +2,450+2.5% | Added |
| Fiduciary Trust Co | 104,719 | $10.5M | 0.12% | 00.0% | Unchanged |
| Citrine Capital LLC | 105,304 | $10.5M | 4.87% | +15,525+17.3% | Added |
| Advisory Services Network, LLC | 109,377 | $10.9M | 0.16% | +24,383+28.7% | Added |
| StoneX Group Inc. | 109,451 | $10.9M | 0.48% | −10,872−9.0% | Reduced |
| Ieq Capital, LLC | 110,012 | $11.0M | 0.03% | +3,377+3.2% | Added |
| Old Mission Capital LLC | 110,180 | $11.0M | 0.39% | +110,180 | New |
| Spire Wealth Management | 113,439 | $11.3M | 0.39% | +61,904+120.1% | Added |
| Alamea Verwaltungs GmbH | 117,771 | $11.8M | 8.03% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 133,669 | $13.3M | 6.40% | +21,376+19.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 138,186 | $13.8M | 0.04% | +42,176+43.9% | Added |
| Parcion Private Wealth LLC | 143,004 | $14.3M | 0.89% | −256−0.2% | Reduced |
| Creative Planning | 143,604 | $14.3M | 0.01% | +20,061+16.2% | Added |
| Hunting Hill Global Capital, LLC | 144,250 | $14.4M | 5.42% | +14,924+11.5% | Added |
| Logan Stone Capital, LLC | 149,992 | $15.0M | 6.80% | +128,292+591.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 142,898 | $15.2M | 0.02% | +37,426+35.5% | Added |
| Consolidated Portfolio Review Corp | 154,054 | $15.4M | 1.93% | +3,640+2.4% | Added |
| Kestra Advisory Services, LLC | 163,751 | $16.3M | 0.07% | −3,971−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 165,695 | $16.5M | 1.05% | −30,424−15.5% | Reduced |
| Courage Capital Management LLC | 165,865 | $16.6M | 21.87% | +10,250+6.6% | Added |
| Traynor Capital Management, Inc. | 166,573 | $16.6M | 0.95% | +69,346+71.3% | Added |
| Sky-Mountain Capital Management, Inc. | 177,593 | $16.7M | 11.65% | +440+0.2% | Added |
| Toroso Investments, LLC | 176,426 | $17.6M | 0.07% | −41,132−18.9% | Reduced |
| Citadel Advisors LLC | 181,097 | $18.1M | 0.01% | +60,060+49.6% | Added |
| D. E. Shaw & Co., Inc. | 186,008 | $18.6M | 0.01% | +134,008+257.7% | Added |
| Commonwealth Equity Services, LLC | 194,069 | $19.4M | 0.03% | −41,759−17.7% | Reduced |
| Guardian Point Capital, LP | 200,000 | $20.0M | 7.68% | +200,000 | New |
| Simplex Trading, LLC | 200,251 | $20.0M | 0.44% | +130,480+187.0% | Added |
| Compass Ion Advisors, LLC | 204,253 | $20.4M | 1.97% | +16,140+8.6% | Added |
| BlackRock, Inc. | 206,447 | $20.6M | 0.00% | +70,503+51.9% | Added |
| Atlas Wealth Partners, LLC | 206,697 | $20.6M | 21.06% | +1,416+0.7% | Added |
| Diversify Advisory Services, LLC | 233,452 | $21.7M | 0.73% | +19,598+9.2% | Added |
| Cetera Investment Advisers | 246,300 | $24.6M | 0.03% | +110,900+81.9% | Added |
| Heck Capital Advisors, LLC | 248,524 | $24.8M | 1.92% | +168,086+209.0% | Added |
| Marex Group plc | 248,634 | $24.8M | 0.31% | +133,752+116.4% | Added |
| Van Hulzen Asset Management, LLC | 258,644 | $25.8M | 1.92% | −616−0.2% | Reduced |
| Ovata Capital Management Ltd | 295,558 | $29.4M | 5.88% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 308,246 | $30.8M | 7.48% | +2,997+1.0% | Added |
| HBK Investments L P | 331,272 | $33.1M | 0.49% | −448,892−57.5% | Reduced |
| HighTower Advisors, LLC | 366,122 | $36.5M | 0.04% | +16,923+4.8% | Added |
| Kaleidoscope Capital LP | 377,976 | $37.7M | 10.78% | +121,163+47.2% | Added |
| EverSource Wealth Advisors, LLC | 395,574 | $39.5M | 1.56% | +12,509+3.3% | Added |
| Winton Group Ltd | 407,078 | $40.6M | 1.52% | +69,051+20.4% | Added |
| Beaumont Financial Advisors, LLC | 463,623 | $46.3M | 3.09% | −10,617−2.2% | Reduced |
| Elequin Capital LP | 479,372 | $47.8M | 4.08% | +89,362+22.9% | Added |
| IMC-Chicago, LLC | 554,970 | $55.4M | 0.98% | +283,250+104.2% | Added |
| Cresset Asset Management, LLC | 557,940 | $55.7M | 0.25% | +39,427+7.6% | Added |
| United Capital Management of KS, Inc. | 565,287 | $56.4M | 7.68% | −2,173−0.4% | Reduced |
| Susquehanna International Group, LLP | 579,810 | $57.9M | 0.08% | +247,195+74.3% | Added |
| Mariner, LLC | 588,452 | $58.7M | 0.08% | +24,783+4.4% | Added |
| Patient Capital Management, LLC | 619,752 | $61.9M | 2.48% | −474−0.1% | Reduced |
| Envestnet Asset Management Inc | 669,854 | $66.9M | 0.02% | −4,737−0.7% | Reduced |
| Trans-Canada Capital Inc. | 772,842 | $77.1M | 4.69% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 834,367 | $83.3M | 5.71% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 942,096 | $94.0M | 0.01% | −3,671,181−79.6% | Reduced |
| ParaFi Capital LP | 1,090,000 | $108.8M | 23.64% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 1,280,931 | $127.8M | 2.51% | −12,020−0.9% | Reduced |
| Almitas Capital LLC | 1,611,637 | $160.9M | 36.82% | 00.0% | Unchanged |
| Capula Management Ltd | 2,112,794 | $210.9M | 1.57% | +615,620+41.1% | Added |
| Sculptor Capital LP | 2,188,727 | $218.5M | 3.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,189,931 | $218.6M | 1.53% | −2,468,035−53.0% | Reduced |
| Jane Street Group, LLC | 2,359,679 | $235.5M | 0.28% | −1,942,176−45.1% | Reduced |
| Millennium Management LLC | 7,447,005 | $743.3M | 0.59% | +414,799+5.9% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −313,432−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −40,980−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −18,882−100.0% | Sold out |
| Inspirion Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,499−100.0% | Sold out |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −8,970−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −7,020−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −4,022−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,849−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Baring Financial LLC | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |