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 |
|---|---|---|---|---|---|
| Beck Capital Management, LLC | 8,002 | $798.7K | 0.18% | −55,774−87.5% | Reduced |
| Rothschild Investment LLC | 8,000 | $798.5K | 0.05% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 7,929 | $791.4K | 0.23% | +1,402+21.5% | Added |
| CLG LLC | 7,851 | $783.6K | 0.21% | +807+11.5% | Added |
| Eagle Global Advisors LLC | 7,850 | $783.5K | 0.03% | +1,800+29.8% | Added |
| Demars Financial Group, LLC | 7,709 | $769.4K | 0.27% | +231+3.1% | Added |
| Running Point Capital Advisors, LLC | 7,666 | $765.1K | 0.20% | +20.0% | Added |
| J.W. Cole Advisors, Inc. | 7,480 | $746.6K | 0.01% | +1,468+24.4% | Added |
| FineMark National Bank & Trust | 7,385 | $737.1K | 0.02% | +1,166+18.7% | Added |
| Five Pine Wealth Management | 7,286 | $727.2K | 0.49% | +2,629+56.5% | Added |
| Intellectus Partners, LLC | 7,200 | $718.6K | 0.14% | +100+1.4% | Added |
| Tradition Wealth Management, LLC | 7,151 | $713.7K | 0.05% | +279+4.1% | Added |
| Gimbal Financial | 7,141 | $712.8K | 0.43% | −159,384−95.7% | Reduced |
| Truvestments Capital LLC | 7,104 | $709.0K | 0.13% | +4,771+204.5% | Added |
| Rehmann Capital Advisory Group | 7,055 | $704.2K | 0.04% | +386+5.8% | Added |
| Chicago Capital, LLC | 7,044 | $703.1K | 0.02% | +1,325+23.2% | Added |
| Thoroughbred Financial Services, LLC | 7,043 | $702.0K | 0.04% | +338+5.0% | Added |
| Guidance Point Advisors, LLC | 6,983 | $697.4K | 0.17% | +904+14.9% | Added |
| Fairview Capital Investment Management, LLC | 6,950 | $693.7K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 6,939 | $692.6K | 0.01% | +156+2.3% | Added |
| Proficio Capital Partners LLC | 6,861 | $684.8K | 0.05% | +409+6.3% | Added |
| Redhawk Wealth Advisors, Inc. | 6,832 | $681.9K | 0.08% | +592+9.5% | Added |
| Wealthspire Advisors, LLC | 6,716 | $670.3K | 0.00% | −196−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 6,657 | $664.4K | 0.00% | +510+8.3% | Added |
| Precision Wealth Strategies, LLC | 6,637 | $662.4K | 0.21% | +6,637 | New |
| Raymond James Financial Inc | 6,610 | $659.7K | 0.00% | +1,981+42.8% | Added |
| Diligent Investors, LLC | 6,594 | $658.1K | 0.17% | −100−1.5% | Reduced |
| Summit Trail Advisors, LLC | 6,571 | $655.9K | 0.01% | +7+0.1% | Added |
| Sunbelt Securities, Inc. | 6,534 | $652.2K | 0.05% | −5,117−43.9% | Reduced |
| Whittier Trust Co | 6,000 | $643.0K | 0.01% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 6,440 | $642.8K | 0.25% | +781+13.8% | Added |
| Wealth Effects LLC | 6,410 | $639.8K | 0.21% | +1,500+30.5% | Added |
| Central Trust Co | 6,321 | $631.0K | 0.01% | +482+8.3% | Added |
| Werba Rubin Papier Wealth Management | 6,315 | $630.3K | 0.10% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,223 | $621.1K | 0.04% | +4,093+192.2% | Added |
| Moors & Cabot, Inc. | 6,218 | $620.6K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,216 | $620.4K | 0.01% | +2,434+64.4% | Added |
| Vicus Capital | 6,121 | $610.9K | 0.05% | +771+14.4% | Added |
| Allworth Financial LP | 6,116 | $610.5K | 0.00% | −3,634−37.3% | Reduced |
| Savant Capital, LLC | 6,112 | $610.0K | 0.00% | +1,506+32.7% | Added |
| Wealth Alliance | 6,095 | $608.4K | 0.06% | +466+8.3% | Added |
| Claro Advisors LLC | 6,020 | $600.9K | 0.09% | +1,834+43.8% | 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 |
| Independent Financial Group, LLC | 5,954 | $594.3K | 0.01% | +301+5.3% | Added |
| We Are One Seven, LLC | 5,935 | $592.4K | 0.01% | +91+1.6% | Added |
| Perigon Wealth Management, LLC | 5,922 | $591.1K | 0.01% | +1,332+29.0% | Added |
| Gitterman Wealth Management, LLC | 5,865 | $585.4K | 0.13% | +1,354+30.0% | Added |
| Hilltop Holdings Inc. | 5,852 | $584.1K | 0.03% | +2,453+72.2% | Added |
| Union Bancaire Privee, UBP SA | 7,690 | $583.8K | 0.01% | +7,690 | New |
| Strategic Wealth Partners, Ltd. | 5,804 | $579.3K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 5,695 | $568.0K | 0.04% | +3,349+142.8% | Added |
| Wedmont Private Capital | 5,349 | $567.6K | 0.02% | −2,000−27.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,681 | $567.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,637 | $562.6K | 0.01% | +38+0.7% | Added |
| Endowment Wealth Management, Inc. | 5,596 | $558.6K | 0.25% | +896+19.1% | Added |
| Tectonic Advisors LLC | 5,579 | $556.8K | 0.03% | +2,241+67.1% | Added |
| Sage Mountain Advisors LLC | 5,503 | $549.3K | 0.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,487 | $547.7K | 0.04% | +320+6.2% | Added |
| Robinswood Financial LLC | 5,486 | $547.6K | 0.18% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 5,471 | $546.1K | 0.09% | −133−2.4% | Reduced |
| Capital Performance Advisors LLP | 5,470 | $546.0K | 0.09% | +2,000+57.6% | Added |
| Wealth Group Ltd | 5,468 | $545.8K | 0.13% | −70−1.3% | Reduced |
| Scotia Capital Inc. | 5,460 | $545.0K | 0.00% | +1,552+39.7% | Added |
| KG&L Capital Management,LLC | 5,431 | $542.1K | 0.15% | +5,431 | New |
| Instrumental Wealth, LLC | 5,790 | $537.0K | 0.38% | +1,395+31.7% | Added |
| Cardiff Park Advisors, LLC | 5,325 | $531.5K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 5,315 | $530.5K | 0.13% | +811+18.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,286 | $527.6K | 0.06% | −89−1.7% | Reduced |
| CFO4Life Group, LLC | 5,223 | $521.3K | 0.08% | +2,124+68.5% | Added |
| AMG National Trust Bank | 5,205 | $519.5K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,195 | $518.5K | 0.04% | −1,759−25.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,146 | $513.6K | 0.26% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 5,132 | $512.2K | 0.09% | +743+16.9% | Added |
| Cascade Financial Partners, LLC | 5,086 | $507.6K | 0.06% | +342+7.2% | Added |
| OneAscent Financial Services LLC | 5,068 | $505.8K | 0.03% | +123+2.5% | Added |
| IVC Wealth Advisors LLC | 5,057 | $504.7K | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,029 | $502.0K | 0.06% | +1,875+59.4% | Added |
| Sandy Cove Advisors, LLC | 5,021 | $501.1K | 0.16% | +1,213+31.9% | Added |
| Robertson Stephens Wealth Management, LLC | 5,018 | $500.8K | 0.02% | +822+19.6% | Added |
| Arkadios Wealth Advisors | 5,005 | $499.5K | 0.01% | +1,204+31.7% | Added |
| Quantinno Capital Management LP | 4,917 | $490.8K | 0.00% | +2,052+71.6% | Added |
| Beacon Capital Management, LLC | 4,882 | $487.3K | 0.07% | +567+13.1% | Added |
| Curran Financial Partners, LLC | 4,848 | $483.9K | 0.10% | +1,545+46.8% | Added |
| Legacy Financial Advisors, Inc. | 4,846 | $483.7K | 0.07% | +1,741+56.1% | Added |
| Kiker Wealth Management, LLC | 4,839 | $483.0K | 0.24% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 4,829 | $482.0K | 0.10% | −3,018−38.5% | Reduced |
| Omega Financial Group, LLC | 4,824 | $481.5K | 0.16% | +2,265+88.5% | Added |
| SRS Capital Advisors, Inc. | 4,794 | $478.6K | 0.01% | +4,502+1,541.8% | 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 |
| Tocqueville Asset Management L.P. | 4,750 | $474.1K | 0.01% | +520+12.3% | Added |
| Geneva Partners, LLC | 4,741 | $473.2K | 0.17% | +242+5.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $470.3K | 0.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4,707 | $469.8K | 0.10% | +684+17.0% | Added |
| Prime Capital Investment Advisors, LLC | 4,685 | $467.6K | 0.01% | +169+3.7% | Added |
| McAdam, LLC | 4,681 | $467.2K | 0.02% | +277+6.3% | Added |
| Ritholtz Wealth Management | 4,678 | $466.9K | 0.01% | −30−0.6% | Reduced |
| Commerce Bank | 4,605 | $459.6K | 0.00% | +1,134+32.7% | Added |
| Simon Quick Advisors, LLC | 4,579 | $457.0K | 0.02% | +640+16.2% | Added |