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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 4,533 | $452.4K | 0.03% | −947−17.3% | Reduced |
| Invesco Ltd. | 4,444 | $443.6K | 0.00% | +593+15.4% | Added |
| Ausdal Financial Partners, Inc. | 4,431 | $442.3K | 0.02% | −92−2.0% | Reduced |
| SlateStone Wealth, LLC | 4,413 | $440.0K | 0.04% | +1,345+43.8% | Added |
| Appleton Partners Inc | 4,321 | $431.0K | 0.03% | +1,094+33.9% | Added |
| Strait & Sound Wealth Management LLC | 4,310 | $430.2K | 0.17% | 00.0% | Unchanged |
| Headlands Technologies LLC | 4,304 | $429.6K | 0.03% | +2,429+129.5% | Added |
| MONECO Advisors, LLC | 4,292 | $428.3K | 0.04% | +270+6.7% | Added |
| Guardian Wealth Advisors, LLC | 4,288 | $428.0K | 0.03% | +3+0.1% | Added |
| Drucker Wealth 3.0, LLC | 4,269 | $426.0K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,192 | $418.4K | 0.04% | +998+31.2% | Added |
| MCF Advisors LLC | 4,181 | $417.3K | 0.03% | +119+2.9% | Added |
| Tamar Securities, LLC | 4,100 | $409.2K | 0.05% | +193+4.9% | Added |
| Adamsbrown Wealth Consultants LLC | 4,082 | $407.4K | 0.11% | +976+31.4% | Added |
| Ellis Investment Partners, LLC | 4,039 | $403.2K | 0.07% | −10.0% | Reduced |
| Centaurus Financial, Inc. | 4,025 | $402.0K | 0.02% | +171+4.4% | Added |
| RPg Family Wealth Advisory, LLC | 3,995 | $398.8K | 0.09% | +3,995 | New |
| Titleist Asset Management, LLC | 3,927 | $392.0K | 0.03% | −302−7.1% | Reduced |
| BridgePort Financial Solutions, LLC | 3,891 | $388.4K | 0.10% | +3,891 | New |
| Oakworth Capital, Inc. | 3,836 | $382.9K | 0.02% | 00.0% | Unchanged |
| Anson Capital, Inc. | 3,825 | $381.8K | 0.29% | −29−0.8% | Reduced |
| RFG Advisory, LLC | 3,797 | $379.0K | 0.01% | −5,248−58.0% | Reduced |
| Grimes & Company, Inc. | 3,790 | $378.3K | 0.01% | +50+1.3% | Added |
| EPG Wealth Management LLC | 3,770 | $376.3K | 0.10% | +1,190+46.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,762 | $375.5K | 0.02% | +2,281+154.0% | Added |
| Beacon Pointe Advisors, LLC | 3,756 | $374.9K | 0.00% | +3,756 | New |
| NorthStar Asset Management LLC | 3,720 | $371.3K | 0.18% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,717 | $371.0K | 0.02% | +184+5.2% | Added |
| RMR Capital Management, LLC | 3,709 | $370.2K | 0.26% | +50+1.4% | Added |
| Park Edge Advisors, LLC | 3,676 | $366.9K | 0.08% | +220+6.4% | Added |
| Thompson Davis & Co., Inc. | 3,665 | $365.8K | 0.23% | +300+8.9% | Added |
| Veracity Capital LLC | 3,611 | $360.4K | 0.12% | +7+0.2% | Added |
| Visionary Wealth Advisors | 3,600 | $359.3K | 0.02% | +856+31.2% | Added |
| Avidian Wealth Solutions, LLC | 3,599 | $359.3K | 0.01% | +3,599 | New |
| Gerber, LLC | 3,506 | $349.9K | 0.22% | −2−0.1% | Reduced |
| Wealth Management Nebraska | 3,505 | $349.8K | 0.04% | +3,505 | New |
| Hobbs Group Advisors, LLC | 3,500 | $349.4K | 0.11% | +496+16.5% | Added |
| Beacon Investment Advisory Services, Inc. | 3,500 | $349.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,470 | $346.3K | 0.00% | +200+6.1% | Added |
| OmniStar Financial Group, Inc. | 3,469 | $346.3K | 0.21% | +3,469 | New |
| Pennsylvania Capital Management Inc | 3,458 | $345.1K | 0.10% | +536+18.3% | Added |
| HB Wealth Management, LLC | 3,445 | $343.9K | 0.00% | +681+24.6% | Added |
| YHB Investment Advisors, Inc. | 3,427 | $342.0K | 0.03% | +316+10.2% | Added |
| CAPROCK Group, Inc. | 3,619 | $341.6K | 0.01% | +3,619 | New |
| Prasad Wealth Partners, LLC | 3,413 | $340.7K | 0.09% | +1,050+44.4% | Added |
| Brogan Financial, Inc. | 3,402 | $339.6K | 0.14% | +280+9.0% | Added |
| New Republic Capital, LLC | 3,390 | $338.4K | 0.10% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 3,617 | $335.9K | 0.02% | +56+1.6% | Added |
| AlTi Global, Inc. | 3,361 | $335.5K | 0.01% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 3,120 | $334.4K | 0.12% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,335 | $332.9K | 0.05% | +9+0.3% | Added |
| Verdence Capital Advisors LLC | 3,306 | $331.5K | 0.02% | +123+3.9% | Added |
| Total Investment Management Inc | 3,316 | $331.0K | 0.04% | −50−1.5% | Reduced |
| J. Safra Sarasin Holding AG | 3,312 | $330.6K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 3,300 | $329.4K | 0.00% | −61,700−94.9% | Reduced |
| Keystone Wealth Services, LLC | 3,221 | $321.5K | 0.07% | +910+39.4% | Added |
| Navellier & Associates Inc | 3,213 | $320.7K | 0.03% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 3,197 | $319.1K | 0.29% | +3,197 | New |
| Beese Fulmer Investment Management, Inc. | 3,180 | $317.4K | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,160 | $315.4K | 0.06% | +50+1.6% | Added |
| Peddock Capital Advisors, LLC | 3,103 | $309.7K | 0.07% | +3,103 | New |
| Invesco, LLC | 3,083 | $307.7K | 0.10% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,076 | $307.0K | 0.03% | +935+43.7% | Added |
| Thrivent Financial for Lutherans | 3,055 | $305.0K | 0.00% | −365−10.7% | Reduced |
| Main Street Financial Solutions, LLC | 3,049 | $304.3K | 0.02% | +437+16.7% | Added |
| KFG Wealth Management, LLC | 3,040 | $303.4K | 0.04% | −3,484−53.4% | Reduced |
| Crane Advisory, LLC | 2,870 | $303.0K | 0.05% | +185+6.9% | Added |
| Stiles Financial Services Inc | 3,034 | $302.8K | 0.10% | 00.0% | Unchanged |
| Platform Technology Partners | 3,017 | $301.1K | 0.07% | +574+23.5% | Added |
| Puff Wealth Management, LLC | 3,014 | $300.8K | 0.46% | +3,014 | New |
| Clarus Group, Inc. | 3,000 | $299.4K | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,999 | $299.3K | 0.01% | +2,999 | New |
| WBH Advisory Inc | 2,973 | $296.7K | 0.02% | +633+27.1% | Added |
| JT Stratford LLC | 2,951 | $294.5K | 0.04% | +2,951 | New |
| Bokf, NA | 2,938 | $293.2K | 0.00% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,936 | $293.0K | 0.03% | +625+27.0% | Added |
| BankPlus Trust Department | 2,927 | $292.1K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,900 | $289.4K | 0.26% | +150+5.5% | Added |
| Sugar Maple Asset Management, LLC | 2,892 | $288.7K | 0.21% | −157−5.1% | Reduced |
| Financial Perspectives, Inc | 2,848 | $284.3K | 0.08% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,812 | $280.7K | 0.03% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 2,810 | $280.5K | 0.21% | −250−8.2% | Reduced |
| Midwest Trust Co | 2,803 | $279.8K | 0.00% | +22+0.8% | Added |
| Howe & Rusling Inc | 2,776 | $277.1K | 0.02% | +291+11.7% | Added |
| Sentinel Pension Advisors Inc | 2,720 | $271.5K | 0.04% | +341+14.3% | Added |
| Cobblestone Asset Management LLC | 2,704 | $269.9K | 0.12% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,695 | $269.0K | 0.00% | +20+0.7% | Added |
| Stone House Investment Management, LLC | 2,666 | $266.1K | 0.04% | +558+26.5% | Added |
| EdgeRock Capital LLC | 2,665 | $266.0K | 0.07% | +2,665 | New |
| DMG Group, LLC | 2,652 | $264.7K | 0.18% | +2,652 | New |
| Whitaker-Myers Wealth Managers, LTD. | 2,650 | $264.5K | 0.06% | +2,650 | New |
| Bridgewater Advisors Inc. | 3,002 | $264.0K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,628 | $262.3K | 0.05% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 2,625 | $262.0K | 0.09% | +2,625 | New |
| KKM Financial LLC | 2,625 | $262.0K | 0.08% | −1,875−41.7% | Reduced |
| Kera Capital Partners, Inc. | 2,625 | $262.0K | 0.04% | +2,625 | New |
| Strategic Blueprint, LLC | 2,616 | $261.1K | 0.01% | +213+8.9% | Added |
| Fairvoy Private Wealth, LLC | 2,591 | $258.6K | 0.06% | +46+1.8% | Added |
| Change Path, LLC | 2,588 | $258.4K | 0.01% | −432−14.3% | Reduced |
| Narus Financial Partners, LLC | 2,580 | $257.5K | 0.07% | +80+3.2% | Added |