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, Q4 2025
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Dec 31, 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
- 680
- +4 vs. Q3 2025
- Shares held
- 44.1M
- −270.0K (−0.6%) vs. Q3 2025
- Total value
- $3.36B
- −$1.06B (−24.0%) vs. Q3 2025
- New holders
- 119
- 322 more added
- Sold out
- 115
- 139 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cim, LLC | 11,222 | $855.5K | 0.11% | +996+9.7% | Added |
| Bank of Montreal | 11,299 | $861.3K | 0.00% | +3,148+38.6% | Added |
| Forum Financial Management, LP | 11,300 | $861.4K | 0.01% | +11,300 | New |
| IFP Advisors, Inc | 11,391 | $868.3K | 0.02% | +5,754+102.1% | Added |
| Canvas Wealth Advisors, LLC | 11,426 | $871.0K | 0.15% | −1,161−9.2% | Reduced |
| Clear Creek Financial Management, LLC | 11,431 | $871.4K | 0.07% | +264+2.4% | Added |
| Kapstone Financial Advisors LLC | 11,435 | $871.7K | 0.43% | +11,435 | New |
| Perryman Financial Advisory Inc | 11,441 | $872.1K | 0.13% | +11,441 | New |
| Capital Investment Advisors, LLC | 11,598 | $884.1K | 0.01% | +1,638+16.4% | Added |
| Wealth Quarterback LLC | 11,605 | $884.6K | 0.32% | +99+0.9% | Added |
| Falcon Wealth Planning | 11,678 | $890.2K | 0.07% | +686+6.2% | Added |
| JB Capital LLC | 11,796 | $899.2K | 0.04% | +140+1.2% | Added |
| Basecamp Wealth Advisors LLC | 11,803 | $901.8K | 0.19% | +11,803 | New |
| Perigon Wealth Management, LLC | 11,899 | $907.1K | 0.02% | +5,977+100.9% | Added |
| M. Kulyk & Associates, LLC | 12,198 | $929.8K | 0.18% | +312+2.6% | Added |
| Waldron Private Wealth LLC | 12,204 | $930.3K | 0.04% | +1,806+17.4% | Added |
| Apollon Wealth Management, LLC | 12,305 | $938.0K | 0.02% | +12,305 | New |
| Synergy Financial Group, LTD | 12,484 | $951.7K | 0.67% | −12−0.1% | Reduced |
| TCW Group Inc | 12,553 | $956.9K | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 12,655 | $964.7K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,805 | $976.1K | 0.02% | +3,822+42.5% | Added |
| Daymark Wealth Partners, LLC | 12,830 | $978.1K | 0.03% | +228+1.8% | Added |
| NTV Asset Management LLC | 12,900 | $983.4K | 0.10% | +400+3.2% | Added |
| Delta Investment Management, LLC | 12,900 | $983.4K | 0.17% | +938+7.8% | Added |
| Crescent Grove Advisors, LLC | 13,005 | $991.4K | 0.09% | +10,705+465.4% | Added |
| StoneX Group Inc. | 13,132 | $1.00M | 0.04% | −96,319−88.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,229 | $1.01M | 0.03% | +8,211+163.6% | Added |
| Evoke Wealth, LLC | 13,240 | $1.01M | 0.02% | +4,588+53.0% | Added |
| GR Financial Group, LLC | 13,255 | $1.01M | 0.23% | −7,926−37.4% | Reduced |
| OneAscent Financial Services LLC | 13,364 | $1.02M | 0.09% | +8,296+163.7% | Added |
| Ethos Financial Group, LLC | 13,475 | $1.03M | 0.08% | +4,114+43.9% | Added |
| Gardner Lewis Asset Management L P | 13,535 | $1.03M | 0.26% | +13,535 | New |
| Precision Wealth Strategies, LLC | 13,650 | $1.04M | 0.34% | +7,013+105.7% | Added |
| Gambit Capital Management, LLC | 13,771 | $1.05M | 0.75% | +13,771 | New |
| RMB Capital Management, LLC | 13,886 | $1.06M | 0.02% | +311+2.3% | Added |
| Bauman Advisory Group, LLC | 13,914 | $1.06M | 0.85% | +13,914 | New |
| 3EDGE Asset Management, LP | 14,105 | $1.08M | 0.06% | −742−5.0% | Reduced |
| Capital Performance Advisors LLP | 14,160 | $1.08M | 0.08% | +8,690+158.9% | Added |
| Atria Investments LLC | 14,222 | $1.08M | 0.01% | +5,930+71.5% | Added |
| Condor Capital Management | 14,315 | $1.09M | 0.09% | +211+1.5% | Added |
| Strata Wealth Advisors, LLC | 14,373 | $1.10M | 0.30% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 14,470 | $1.10M | 0.13% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 14,611 | $1.11M | 0.08% | +4,236+40.8% | Added |
| Bedel Financial Consulting, Inc. | 14,766 | $1.13M | 0.12% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 15,340 | $1.17M | 0.37% | −631−4.0% | Reduced |
| Aries Wealth Management | 15,412 | $1.17M | 0.26% | +1,585+11.5% | Added |
| Mills Wealth Advisors LLC | 15,503 | $1.18M | 0.47% | −466−2.9% | Reduced |
| Pensionmark Financial Group, LLC | 15,700 | $1.20M | 0.02% | −3,332−17.5% | Reduced |
| Mustard Seed Financial, LLC | 15,977 | $1.22M | 0.77% | +630+4.1% | Added |
| Revisor Wealth Management LLC | 15,816 | $1.23M | 0.33% | +3,984+33.7% | Added |
| Great Valley Advisor Group, Inc. | 16,096 | $1.23M | 0.02% | +383+2.4% | Added |
| Bearing Point Capital, LLC | 16,122 | $1.23M | 0.19% | +16,122 | New |
| Signal Advisors Wealth, LLC | 16,187 | $1.23M | 0.10% | +2,816+21.1% | Added |
| Warren Averett Asset Management, LLC | 16,229 | $1.24M | 0.01% | +1,682+11.6% | Added |
| Tru Independence Asset Management 2, LLC | 16,322 | $1.24M | 0.78% | +5,644+52.9% | Added |
| Eagle Global Advisors LLC | 16,500 | $1.26M | 0.05% | +8,650+110.2% | Added |
| Madison Park Capital Advisors, LLC | 16,622 | $1.27M | 1.03% | −104−0.6% | Reduced |
| Betterment LLC | 16,655 | $1.27M | 0.00% | +7,804+88.2% | Added |
| Bleakley Financial Group, LLC | 16,855 | $1.28M | 0.02% | +16,855 | New |
| Vise Technologies, Inc. | 17,049 | $1.30M | 0.03% | −15,718−48.0% | Reduced |
| Soltis Investment Advisors LLC | 17,155 | $1.31M | 0.09% | −38−0.2% | Reduced |
| RSM US Wealth Management LLC | 17,129 | $1.31M | 0.02% | +3,374+24.5% | Added |
| Essex Financial Services, Inc. | 17,272 | $1.32M | 0.07% | −372−2.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 17,328 | $1.32M | 0.38% | +818+5.0% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.33M | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 17,512 | $1.33M | 0.01% | +8,141+86.9% | Added |
| National Wealth Management Group, LLC | 17,634 | $1.34M | 0.47% | +8,469+92.4% | Added |
| Moneta Group Investment Advisors LLC | 17,773 | $1.35M | 0.01% | −12,192−40.7% | Reduced |
| Silverlake Wealth Management LLC | 17,846 | $1.36M | 0.31% | −1,131−6.0% | Reduced |
| Strategies Wealth Advisors, LLC | 17,851 | $1.36M | 0.14% | +15,039+534.8% | Added |
| Private Advisor Group, LLC | 18,077 | $1.38M | 0.01% | −12,860−41.6% | Reduced |
| Alchemi Wealth, LLC | 18,307 | $1.40M | 0.76% | +18,307 | New |
| NBC Securities, Inc. | 18,308 | $1.40M | 0.10% | +2,570+16.3% | Added |
| Life Line Wealth Management LLC | 18,682 | $1.42M | 0.42% | −169−0.9% | Reduced |
| Marble Wealth, LLC | 19,466 | $1.48M | 0.21% | +19,466 | New |
| LifeGoal Wealth Advisors | 19,701 | $1.48M | 0.99% | +320+1.7% | Added |
| LaSalle St. Investment Advisors, LLC | 19,621 | $1.50M | 0.24% | +7,226+58.3% | Added |
| WSFS Capital Management, LLC | 19,669 | $1.50M | 0.07% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 19,810 | $1.51M | 0.61% | +1,001+5.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,921 | $1.52M | 0.04% | +6,934+53.4% | Added |
| Ancora Advisors, LLC | 19,939 | $1.52M | 0.03% | +237+1.2% | Added |
| Ursa Fund Management, LLC | 20,000 | $1.52M | 0.13% | +10,000+100.0% | Added |
| Nkcfo LLC | 20,000 | $1.52M | 0.44% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 20,447 | $1.56M | 0.18% | +20,447 | New |
| Stratos Wealth Advisors, LLC | 20,602 | $1.57M | 0.08% | +5,909+40.2% | Added |
| Financial Management Professionals, Inc. | 20,698 | $1.58M | 0.16% | +428+2.1% | Added |
| Almanack Investment Partners, LLC. | 20,793 | $1.59M | 0.27% | −3,061−12.8% | Reduced |
| AE Wealth Management LLC | 20,953 | $1.60M | 0.01% | −2,058−8.9% | Reduced |
| Meridian Wealth Management, LLC | 21,165 | $1.61M | 0.06% | +435+2.1% | Added |
| Camelot Portfolios, LLC | 21,383 | $1.63M | 1.01% | −5,307−19.9% | Reduced |
| Arete Wealth Advisors, LLC | 21,447 | $1.63M | 0.11% | +840+4.1% | Added |
| GK Wealth Management LLC | 21,657 | $1.65M | 1.21% | +515+2.4% | Added |
| Highland Financial Advisors, LLC | 21,700 | $1.65M | 0.46% | −131−0.6% | Reduced |
| KG&L Capital Management,LLC | 22,190 | $1.69M | 0.44% | +16,759+308.6% | Added |
| WESCAP Management Group, Inc. | 22,225 | $1.69M | 0.34% | +220+1.0% | Added |
| Venture Visionary Partners LLC | 22,820 | $1.74M | 0.06% | +22,820 | New |
| Wellspring Financial Advisors, LLC | 22,892 | $1.75M | 0.14% | +52+0.2% | Added |
| NewEdge Wealth, LLC | 22,929 | $1.75M | 0.02% | +904+4.1% | Added |
| Cane Capital Partners, LLC | 23,008 | $1.75M | 0.74% | +23,008 | New |
| Principle Wealth Partners LLC | 23,179 | $1.77M | 0.10% | +8,402+56.9% | Added |