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 |
|---|---|---|---|---|---|
| Objective Capital Management, LLC | 23,436 | $1.79M | 1.82% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 23,491 | $1.79M | 0.18% | +1,638+7.5% | Added |
| Catalytic Wealth RIA, LLC | 23,707 | $1.81M | 0.07% | −157−0.7% | Reduced |
| Walleye Trading LLC | 24,255 | $1.85M | 0.03% | +13,565+126.9% | Added |
| Clearstead Advisors, LLC | 24,434 | $1.86M | 0.02% | +1,974+8.8% | Added |
| LPL Financial LLC | 24,581 | $1.87M | 0.00% | −5,622−18.6% | Reduced |
| Mission Wealth Management, LP | 24,621 | $1.88M | 0.04% | −682−2.7% | Reduced |
| Basso Capital Management, L.P. | 24,675 | $1.88M | 1.12% | −5,925−19.4% | Reduced |
| Financial Partners Group, Inc | 25,803 | $1.88M | 0.22% | +1,582+6.5% | Added |
| Inspirion Wealth Advisors, LLC | 24,976 | $1.90M | 0.23% | +24,976 | New |
| Qube Research & Technologies Ltd | 25,005 | $1.91M | 0.00% | +25,005 | New |
| Brinker Capital Investments, LLC | 25,125 | $1.92M | 0.01% | +1,222+5.1% | Added |
| Vista Finance, LLC | 26,246 | $2.00M | 1.33% | −4,450−14.5% | Reduced |
| Flow Traders U.S. LLC | 26,292 | $2.00M | 0.07% | +26,292 | New |
| Brown Brothers Harriman & Co | 26,666 | $2.03M | 0.01% | +112+0.4% | Added |
| Proficio Capital Partners LLC | 27,285 | $2.08M | 0.15% | +20,424+297.7% | Added |
| Staley Capital Advisers Inc | 27,340 | $2.08M | 0.09% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 27,379 | $2.09M | 0.13% | +7,558+38.1% | Added |
| Concurrent Investment Advisors, LLC | 27,590 | $2.10M | 0.02% | −146−0.5% | Reduced |
| Abundance Wealth Counselors | 27,637 | $2.11M | 0.36% | +4,050+17.2% | Added |
| Spectrum Strategic Capital Management, LLC | 27,856 | $2.12M | 1.13% | +5,061+22.2% | Added |
| Summit Financial, LLC | 27,905 | $2.13M | 0.03% | +790+2.9% | Added |
| Guild Investment Management, Inc. | 28,249 | $2.15M | 1.60% | +1,863+7.1% | Added |
| CRA Financial Services, LLC | 28,505 | $2.17M | 0.28% | +6,932+32.1% | Added |
| Gem Investment Advisors, LLC | 28,844 | $2.20M | 2.08% | +28,844 | New |
| Wealthcare Advisory Partners LLC | 29,320 | $2.24M | 0.04% | +754+2.6% | Added |
| Bank of America Corp | 29,591 | $2.26M | 0.00% | +805+2.8% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 29,956 | $2.28M | 1.20% | +29,956 | New |
| Mercer Global Advisors Inc | 30,307 | $2.31M | 0.00% | +6,748+28.6% | Added |
| Abound Wealth Management | 30,560 | $2.33M | 0.55% | +3,242+11.9% | Added |
| Ninepoint Partners LP | 30,800 | $2.35M | 0.28% | +30,800 | New |
| Financial Designs Corp | 30,948 | $2.36M | 1.34% | +794+2.6% | Added |
| Rpo LLC | 30,960 | $2.36M | 2.71% | −18,797−37.8% | Reduced |
| Integrated Wealth Concepts LLC | 31,326 | $2.39M | 0.03% | +321+1.0% | Added |
| FRG Family Wealth Advisors LLC | 31,575 | $2.41M | 0.37% | +6,287+24.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,721 | $2.42M | 0.08% | −1,635−4.9% | Reduced |
| Global Retirement Partners, LLC | 32,870 | $2.51M | 0.04% | +881+2.8% | Added |
| Childress Capital Advisors, LLC | 32,975 | $2.51M | 0.40% | −50−0.2% | Reduced |
| Senator Investment Group LP | 33,000 | $2.52M | 0.10% | −60,788−64.8% | Reduced |
| CIBC Private Wealth Group, LLC | 33,549 | $2.56M | 0.00% | +1,876+5.9% | Added |
| Cerity Partners LLC | 33,593 | $2.56M | 0.00% | +9,169+37.5% | Added |
| Merit Financial Group, LLC | 33,754 | $2.57M | 0.02% | −6,376−15.9% | Reduced |
| Firestone Capital Management | 34,029 | $2.59M | 0.55% | −653−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 34,896 | $2.66M | 0.03% | +26+0.1% | Added |
| COFG Advisors, LLC | 35,572 | $2.71M | 0.67% | +35,572 | New |
| Innovative Advisory Group, LLC | 35,929 | $2.74M | 1.80% | −600−1.6% | Reduced |
| Farther Finance Advisors, LLC | 35,983 | $2.74M | 0.03% | −17,674−32.9% | Reduced |
| QTR Family Wealth, LLC | 45,861 | $2.75M | 1.21% | −6,459−12.3% | Reduced |
| CMG Global Holdings, LLC | 43,235 | $2.76M | 1.23% | +3,912+9.9% | Added |
| SMART Wealth LLC | 36,558 | $2.79M | 0.85% | +8,208+29.0% | Added |
| Valeo Financial Advisors, LLC | 36,924 | $2.81M | 0.06% | +8,099+28.1% | Added |
| PTM Wealth Management, LLC | 34,306 | $2.82M | 1.59% | +2,113+6.6% | Added |
| Meitav Dash Investments Ltd | 37,341 | $2.85M | 0.03% | +7,154+23.7% | Added |
| Joel Isaacson & Co., LLC | 37,692 | $2.87M | 0.09% | +3,500+10.2% | Added |
| Vivaldi Capital Management, LLC | 37,860 | $2.89M | 0.39% | −914−2.4% | Reduced |
| Farringdon Capital, Ltd. | 39,435 | $3.01M | 0.74% | +13,289+50.8% | Added |
| Tred Avon Family Wealth, LLC | 40,104 | $3.06M | 0.99% | −100.0% | Reduced |
| SCS Capital Management LLC | 40,174 | $3.06M | 0.03% | −21−0.1% | Reduced |
| BEAM Asset Management, LLC | 40,226 | $3.07M | 0.84% | +3,422+9.3% | Added |
| Panoramic Investment Advisors, LLC | 40,283 | $3.07M | 1.67% | +50+0.1% | Added |
| RFG Advisory, LLC | 40,880 | $3.12M | 0.06% | +37,083+976.6% | Added |
| Lansing Street Advisors | 41,375 | $3.15M | 0.81% | +41,375 | New |
| Beck Capital Management, LLC | 41,460 | $3.16M | 0.75% | +33,458+418.1% | Added |
| Haven Private, LLC | 41,902 | $3.19M | 1.40% | +561+1.4% | Added |
| Promethium Advisors,llc | 42,250 | $3.22M | 1.74% | +3,869+10.1% | Added |
| Militia Capital Partners, LP | 42,300 | $3.22M | 1.21% | +31,800+302.9% | Added |
| Keel Point, LLC | 42,620 | $3.25M | 0.20% | +475+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 42,765 | $3.26M | 0.07% | −386−0.9% | Reduced |
| Element Pointe Advisors, LLC | 43,574 | $3.32M | 0.64% | +2,569+6.3% | Added |
| Sepio Capital, LP | 44,044 | $3.36M | 0.18% | −154−0.3% | Reduced |
| Renaissance Technologies LLC | 44,900 | $3.42M | 0.01% | +41,600+1,260.6% | Added |
| Syon Capital LLC | 46,291 | $3.53M | 0.18% | +46,291 | New |
| EP Wealth Advisors, LLC | 46,536 | $3.55M | 0.02% | +46,536 | New |
| Nwam LLC | 46,794 | $3.57M | 0.20% | +2,935+6.7% | Added |
| Pathstone Holdings, LLC | 46,996 | $3.58M | 0.01% | +27,763+144.4% | Added |
| Sanctuary Advisors, LLC | 47,577 | $3.63M | 0.02% | +13,973+41.6% | Added |
| Vista Investment Partners II, LLC | 47,590 | $3.63M | 1.56% | +6,011+14.5% | Added |
| Fiduciary Alliance LLC | 48,665 | $3.71M | 0.24% | +1,438+3.0% | Added |
| Evexia Wealth LLC | 43,590 | $3.71M | 1.04% | +5,535+14.5% | Added |
| SFMG, LLC | 49,553 | $3.78M | 0.25% | +4,002+8.8% | Added |
| Kingsview Wealth Management, LLC | 49,679 | $3.79M | 0.05% | +4,181+9.2% | Added |
| Modus Advisors, LLC | 50,171 | $3.82M | 1.01% | −10,420−17.2% | Reduced |
| First Heartland Consultants, Inc. | 51,651 | $3.94M | 0.30% | +5,171+11.1% | Added |
| KDK Private Wealth Management, LLC | 51,739 | $3.94M | 3.44% | +51,739 | New |
| Arbor Capital Management Inc | 52,309 | $4.06M | 3.41% | +8,614+19.7% | Added |
| Spire Wealth Management | 54,046 | $4.12M | 0.14% | −59,393−52.4% | Reduced |
| Altfest L J & Co Inc | 54,197 | $4.13M | 0.45% | −25,895−32.3% | Reduced |
| Cambient Family Office, LLC | 54,508 | $4.16M | 0.59% | +54,508 | New |
| DecisionMap Wealth Management, LLC | 56,200 | $4.28M | 2.64% | +15,936+39.6% | Added |
| Cambridge Advisors Inc. | 56,621 | $4.32M | 0.82% | +2,915+5.4% | Added |
| Advisory Services Network, LLC | 56,886 | $4.34M | 0.06% | −52,491−48.0% | Reduced |
| Avenir Tech Ltd | 58,618 | $4.47M | 0.43% | 00.0% | Unchanged |
| Smart Money Group LLC | 58,738 | $4.48M | 1.31% | +1,714+3.0% | Added |
| Brookstone Capital Management | 58,934 | $4.49M | 0.05% | −24,801−29.6% | Reduced |
| Milestone Asset Management Group, LLC | 59,076 | $4.50M | 2.54% | +4,818+8.9% | Added |
| PYA Waltman Capital, LLC | 59,174 | $4.51M | 1.21% | +3,937+7.1% | Added |
| Am Investment Strategies LLC | 59,177 | $4.51M | 0.94% | +823+1.4% | Added |
| Permian Investment Partners, LP | 60,000 | $4.57M | 0.52% | +60,000 | New |
| Steel Peak Wealth Management LLC | 60,357 | $4.60M | 0.15% | +50,446+509.0% | Added |
| GWM Advisors LLC | 61,800 | $4.71M | 0.02% | +7,512+13.8% | Added |