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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 779 | $77.8K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 751 | $75.0K | 0.03% | 00.0% | Unchanged |
| Asset Planning,Inc | 750 | $74.9K | 0.05% | +750 | New |
| Northwestern Mutual Wealth Management Co | 702 | $70.1K | 0.00% | +254+56.7% | Added |
| Perkins Coie Trust Co | 680 | $67.9K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 670 | $66.9K | 0.04% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 666 | $66.5K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 665 | $66.4K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 650 | $65.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $63.7K | 0.02% | +640 | New |
| Wealth Preservation Advisors, LLC | 637 | $63.6K | 0.04% | −4,599−87.8% | Reduced |
| UMA Financial Services, Inc. | 629 | $62.7K | 0.01% | +343+119.9% | Added |
| Cedar Wealth Management, LLC | 616 | $61.5K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 600 | $59.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 559 | $55.8K | 0.01% | +55+10.9% | Added |
| Sound Income Strategies, LLC | 525 | $55.4K | 0.00% | +18+3.6% | Added |
| Richard W. Paul & Associates, LLC | 533 | $53.2K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 532 | $53.1K | 0.00% | +532 | New |
| Guerra Advisors Inc | 527 | $52.6K | 0.02% | +527 | New |
| New Millennium Group LLC | 503 | $50.2K | 0.02% | +229+83.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 447 | $44.6K | 0.09% | +447 | New |
| Financial Network Wealth Advisors LLC | 396 | $39.5K | 0.04% | +167+72.9% | Added |
| Activest Wealth Management | 363 | $36.2K | 0.01% | +31+9.3% | Added |
| Harbour Investments, Inc. | 359 | $35.8K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 350 | $34.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 328 | $32.7K | 0.00% | +328 | New |
| Financial Consulate, Inc | 322 | $32.1K | 0.00% | +322 | New |
| Cordant, Inc. | 315 | $31.4K | 0.01% | −247−44.0% | Reduced |
| Turning Point Benefit Group, Inc. | 301 | $30.9K | 0.02% | +301 | New |
| Barnes Dennig Private Wealth Management LLC | 305 | $30.4K | 0.03% | +305 | New |
| Anfield Capital Management, LLC | 300 | $29.9K | 0.01% | +300 | New |
| Painted Porch Advisors LLC | 272 | $27.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 250 | $25.0K | 0.00% | +250 | New |
| SJS Investment Consulting Inc. | 240 | $24.0K | 0.00% | +30+14.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 237 | $23.7K | 0.01% | +6+2.6% | Added |
| Finley Financial, LLC | 235 | $23.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 225 | $22.5K | 0.00% | −375−62.5% | Reduced |
| Main Management LLC | 219 | $22.0K | 0.00% | +219 | New |
| Country Trust Bank | 198 | $19.8K | 0.00% | +24+13.8% | Added |
| Cranbrook Wealth Management, LLC | 196 | $19.6K | 0.00% | +196 | New |
| Atlantic Trust, LLC | 180 | $18.0K | 0.00% | +10+5.9% | Added |
| TFC Financial Management | 150 | $15.0K | 0.00% | +150 | New |
| Ameritas Advisory Services, LLC | 146 | $14.6K | 0.00% | +57+64.0% | Added |
| SOA Wealth Advisors, LLC. | 145 | $14.5K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 138 | $14.0K | 0.00% | +50+56.8% | Added |
| Birchbrook, Inc. | 130 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 125 | $12.5K | 0.00% | +125 | New |
| Principia Wealth Advisory, LLC | 124 | $12.4K | 0.01% | −23−15.6% | Reduced |
| Cloud Capital Management, LLC | 126 | $12.0K | 0.01% | +126 | New |
| HighMark Wealth Management LLC | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 116 | $11.5K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 102 | $10.2K | 0.01% | +14+15.9% | Added |
| Root Financial Partners, LLC | 94 | $9.38K | 0.00% | +94 | New |
| Assetmark, Inc | 93 | $9.28K | 0.00% | +5+5.7% | Added |
| Glassman Wealth Services | 81 | $8.09K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 68 | $6.79K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 66 | $6.59K | 0.00% | +19+40.4% | Added |
| Rossby Financial, LCC | 57 | $5.89K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 57 | $5.69K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 46 | $4.63K | 0.00% | −11−19.3% | Reduced |
| Vision Financial Markets LLC | 35 | $3.49K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 35 | $3.49K | 0.00% | +35 | New |
| Geneos Wealth Management Inc. | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 22 | $2.20K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $2.00K | 0.00% | +20 | New |
| JPL Wealth Management, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Tower Research Capital LLC (TRC) | 18 | $1.80K | 0.00% | +18 | New |
| Concord Wealth Partners | 17 | $1.73K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.60K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $1.60K | 0.00% | +16 | New |
| Clark Wealth Partners | 15 | $1.14K | 0.00% | +12+400.0% | Added |
| Kilter Group LLC | 10 | $999 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $999 | 0.00% | +10 | New |
| SWAN Capital LLC | 10 | $998 | 0.00% | −5−33.3% | Reduced |
| TD Capital Management LLC | 10 | $998 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 10 | $998 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $998 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5 | $499 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $499 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $300 | 0.00% | −35−92.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $300 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 2 | $201 | 0.00% | +1+100.0% | Added |
| Wells Fargo & Company | 1 | $97 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| 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 |