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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 2,574 | $257.0K | 0.08% | 00.0% | Unchanged |
| SMI Advisory Services, LLC | 2,390 | $256.1K | 0.05% | −180−7.0% | Reduced |
| Guardian Partners Inc. | 2,498 | $256.1K | 0.02% | +2,498 | New |
| Empower Advisory Group, LLC | 2,559 | $255.4K | 0.00% | +373+17.1% | Added |
| Cutler Capital Management, LLC | 2,555 | $255.0K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,551 | $254.6K | 0.05% | −938−26.9% | Reduced |
| Regency Capital Management Inc. | 2,550 | $254.5K | 0.12% | −10−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 2,533 | $252.8K | 0.02% | −161−6.0% | Reduced |
| Dynamic Advisor Solutions LLC | 2,505 | $250.0K | 0.01% | +87+3.6% | Added |
| Sax Wealth Advisors, LLC | 2,500 | $249.5K | 0.01% | +2,500 | New |
| David Loasby | 2,350 | $249.4K | 0.02% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 2,484 | $247.9K | 0.01% | +2,484 | New |
| Rather & Kittrell, Inc. | 2,467 | $246.2K | 0.04% | +248+11.2% | Added |
| TRUE Private Wealth Advisors | 2,456 | $245.2K | 0.03% | +2,456 | New |
| Atlas Brown,Inc. | 2,453 | $244.8K | 0.07% | +2,453 | New |
| Maripau Wealth Management LLC | 2,450 | $244.6K | 0.12% | −3−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 2,415 | $241.0K | 0.02% | +2,415 | New |
| Shade Tree Advisors LLC | 2,415 | $241.0K | 0.21% | +2,415 | New |
| Brown, Lisle/Cummings, Inc. | 2,390 | $238.5K | 0.06% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,418 | $237.5K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,378 | $237.3K | 0.03% | +106+4.7% | Added |
| Coldstream Capital Management Inc | 2,361 | $235.7K | 0.00% | 00.0% | Unchanged |
| Helium Advisors LLC | 2,360 | $235.6K | 0.20% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,346 | $234.2K | 0.06% | −29−1.2% | Reduced |
| East Coast Asset Management, LLC. | 2,345 | $234.1K | 0.07% | +2,345 | New |
| Aspiring Ventures, LLC | 2,331 | $232.7K | 0.08% | +2,331 | New |
| Berkeley Capital Partners, LLC | 2,324 | $232.0K | 0.05% | +2,324 | New |
| Magnus Financial Group LLC | 2,320 | $231.6K | 0.02% | +100+4.5% | Added |
| Group One Trading, L.P. | 2,320 | $231.6K | 0.01% | −1,571−40.4% | Reduced |
| Fidelis Capital Partners, LLC | 2,320 | $231.6K | 0.02% | −585−20.1% | Reduced |
| LongView Wealth Management | 2,320 | $231.6K | 0.06% | −235−9.2% | Reduced |
| Crescent Grove Advisors, LLC | 2,300 | $229.6K | 0.02% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 2,295 | $229.1K | 0.02% | +2,295 | New |
| Fermata Advisors, LLC | 2,283 | $227.9K | 0.06% | 00.0% | Unchanged |
| McMill Wealth Management | 2,275 | $227.1K | 0.06% | +48+2.2% | Added |
| Gutierrez Wealth Advisory, LLC | 2,256 | $225.1K | 0.14% | +2,256 | New |
| National Asset Management, Inc. | 2,254 | $225.0K | 0.01% | +2,254 | New |
| Huntington National Bank | – | $223.8K | 0.00% | – | – |
| Rosenberg Matthew Hamilton | 2,219 | $221.5K | 0.05% | 00.0% | Unchanged |
| Elevatus Welath Management | 2,217 | $221.3K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,215 | $221.1K | 0.00% | −55−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 2,213 | $220.8K | 0.02% | +2,213 | New |
| Capital Advisors Inc | 2,211 | $220.7K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 2,185 | $218.1K | 0.14% | +2,185 | New |
| Dynamic Financial Group | 2,183 | $217.9K | 0.19% | +2,183 | New |
| Entrewealth, LLC | 2,182 | $217.8K | 0.11% | +2,182 | New |
| Retirement Planning Group | 2,172 | $216.7K | 0.01% | +2,172 | New |
| SPC Financial, Inc. | 2,146 | $214.2K | 0.02% | +2,146 | New |
| Tyche Wealth Partners LLC | 2,141 | $213.7K | 0.04% | +2,141 | New |
| Adviser Investments LLC | 2,140 | $213.6K | 0.00% | +2,140 | New |
| Atlantic Union Bankshares Corp | 2,135 | $213.1K | 0.00% | +179+9.2% | Added |
| SeaCrest Wealth Management, LLC | 1,961 | $211.1K | 0.02% | +1,961 | New |
| Prospera Financial Services Inc | 2,108 | $210.4K | 0.00% | +2,108 | New |
| PFG Investments, LLC | 2,106 | $210.2K | 0.01% | +2,106 | New |
| RS Crum Inc. | 2,100 | $209.6K | 0.05% | +2,100 | New |
| Cypress Wealth Services, LLC | 2,095 | $209.1K | 0.03% | +2,095 | New |
| Nicolet Bankshares Inc | 2,076 | $207.2K | 0.03% | +2,076 | New |
| Royal Bank of Canada | 2,072 | $207.0K | 0.00% | +283+15.8% | Added |
| Massachusetts Wealth Management | 2,067 | $206.3K | 0.10% | +2,067 | New |
| Corepath Wealth Partners LLC | 1,877 | $205.4K | 0.15% | +1,877 | New |
| Austin Wealth Management, LLC | 2,182 | $205.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,050 | $204.6K | 0.00% | +2,050 | New |
| Corps Capital Advisors, LLC | 2,050 | $204.6K | 0.31% | +2,050 | New |
| Cooper Financial Group | 2,044 | $204.1K | 0.02% | +2,044 | New |
| Stratos Wealth Partners, LTD. | 2,029 | $202.5K | 0.00% | +2,029 | New |
| Greenleaf Trust | 2,020 | $201.6K | 0.00% | −1,073−34.7% | Reduced |
| LJI Wealth Management, LLC | 2,009 | $200.5K | 0.04% | +2,009 | New |
| Flputnam Investment Management Co | 2,007 | $200.3K | 0.00% | +2,007 | New |
| New Harbor Financial Group, LLC | 2,006 | $200.2K | 0.04% | +2,006 | New |
| Whittier Trust Co of Nevada Inc | 1,780 | $190.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,752 | $174.9K | 0.03% | +522+42.4% | Added |
| Silicon Valley Capital Partners | 1,750 | $174.7K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,739 | $173.6K | 0.05% | +106+6.5% | Added |
| Bryn Mawr Trust Co | 1,697 | $169.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,623 | $161.9K | 0.05% | +1,623 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,616 | $161.0K | 0.00% | +1,365+543.8% | Added |
| Hills Bank & Trust Co | 1,596 | $159.3K | 0.01% | +46+3.0% | Added |
| Icon Wealth Advisors, LLC | 1,518 | $151.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,497 | $149.4K | 0.01% | −1,024−40.6% | Reduced |
| Massmutual Trust Co FSB | 1,483 | $148.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,479 | $147.7K | 0.00% | +779+111.3% | Added |
| ORG Partners LLC | 1,452 | $144.9K | 0.03% | +368+33.9% | Added |
| Tortoise Investment Management, LLC | 1,440 | $143.8K | 0.01% | +15+1.1% | Added |
| Quest 10 Wealth Builders, Inc. | 1,397 | $139.4K | 0.13% | −249−15.1% | Reduced |
| Signaturefd, LLC | 1,389 | $138.6K | 0.00% | +10+0.7% | Added |
| North Ridge Wealth Advisors, Inc. | 1,351 | $134.8K | 0.08% | +500+58.8% | Added |
| Umb Bank N A | 1,275 | $127.3K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 1,272 | $127.0K | 0.26% | +235+22.7% | Added |
| Atlantic Private Wealth, LLC | 1,201 | $119.9K | 0.08% | 00.0% | Unchanged |
| Hicks Capital Management LLC | 1,200 | $119.8K | 0.20% | +1,200 | New |
| NBT Bank N A | 1,144 | $114.2K | 0.01% | +555+94.2% | Added |
| Family Legacy Financial Solutions, LLC | 1,000 | $99.8K | 0.08% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 970 | $96.8K | 0.05% | +970 | New |
| Teachers Insurance & Annuity Association of America | 935 | $93.3K | 0.11% | 00.0% | Unchanged |
| Capital Analysts, LLC | 920 | $92.0K | 0.00% | +246+36.5% | Added |
| Turim 21 Investimentos Ltda. | 877 | $87.5K | 0.03% | +877 | New |
| JPMorgan Chase & Co | 847 | $84.6K | 0.00% | −79−8.5% | Reduced |
| Heritage Wealth Advisors | 817 | $81.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 810 | $80.9K | 0.04% | +150+22.7% | Added |
| Archer Investment Corp | 790 | $78.8K | 0.02% | −3,007−79.2% | Reduced |