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 |
|---|---|---|---|---|---|
| SFMG, LLC | 49,553 | $3.78M | 0.25% | +4,002+8.8% | Added |
| Evexia Wealth LLC | 43,590 | $3.71M | 1.04% | +5,535+14.5% | Added |
| Fiduciary Alliance LLC | 48,665 | $3.71M | 0.24% | +1,438+3.0% | Added |
| Vista Investment Partners II, LLC | 47,590 | $3.63M | 1.56% | +6,011+14.5% | Added |
| Sanctuary Advisors, LLC | 47,577 | $3.63M | 0.02% | +13,973+41.6% | Added |
| Pathstone Holdings, LLC | 46,996 | $3.58M | 0.01% | +27,763+144.4% | Added |
| Nwam LLC | 46,794 | $3.57M | 0.20% | +2,935+6.7% | Added |
| EP Wealth Advisors, LLC | 46,536 | $3.55M | 0.02% | +46,536 | New |
| Syon Capital LLC | 46,291 | $3.53M | 0.18% | +46,291 | New |
| Renaissance Technologies LLC | 44,900 | $3.42M | 0.01% | +41,600+1,260.6% | Added |
| Sepio Capital, LP | 44,044 | $3.36M | 0.18% | −154−0.3% | Reduced |
| Element Pointe Advisors, LLC | 43,574 | $3.32M | 0.64% | +2,569+6.3% | Added |
| Kovitz Investment Group Partners, LLC | 42,765 | $3.26M | 0.07% | −386−0.9% | Reduced |
| Keel Point, LLC | 42,620 | $3.25M | 0.20% | +475+1.1% | Added |
| Militia Capital Partners, LP | 42,300 | $3.22M | 1.21% | +31,800+302.9% | Added |
| Promethium Advisors,llc | 42,250 | $3.22M | 1.74% | +3,869+10.1% | Added |
| Haven Private, LLC | 41,902 | $3.19M | 1.40% | +561+1.4% | Added |
| Beck Capital Management, LLC | 41,460 | $3.16M | 0.75% | +33,458+418.1% | Added |
| Lansing Street Advisors | 41,375 | $3.15M | 0.81% | +41,375 | New |
| RFG Advisory, LLC | 40,880 | $3.12M | 0.06% | +37,083+976.6% | Added |
| Panoramic Investment Advisors, LLC | 40,283 | $3.07M | 1.67% | +50+0.1% | Added |
| BEAM Asset Management, LLC | 40,226 | $3.07M | 0.84% | +3,422+9.3% | Added |
| SCS Capital Management LLC | 40,174 | $3.06M | 0.03% | −21−0.1% | Reduced |
| Tred Avon Family Wealth, LLC | 40,104 | $3.06M | 0.99% | −100.0% | Reduced |
| Farringdon Capital, Ltd. | 39,435 | $3.01M | 0.74% | +13,289+50.8% | Added |
| Vivaldi Capital Management, LLC | 37,860 | $2.89M | 0.39% | −914−2.4% | Reduced |
| Joel Isaacson & Co., LLC | 37,692 | $2.87M | 0.09% | +3,500+10.2% | Added |
| Meitav Dash Investments Ltd | 37,341 | $2.85M | 0.03% | +7,154+23.7% | Added |
| PTM Wealth Management, LLC | 34,306 | $2.82M | 1.59% | +2,113+6.6% | Added |
| Valeo Financial Advisors, LLC | 36,924 | $2.81M | 0.06% | +8,099+28.1% | Added |
| SMART Wealth LLC | 36,558 | $2.79M | 0.85% | +8,208+29.0% | Added |
| CMG Global Holdings, LLC | 43,235 | $2.76M | 1.23% | +3,912+9.9% | Added |
| QTR Family Wealth, LLC | 45,861 | $2.75M | 1.21% | −6,459−12.3% | Reduced |
| Farther Finance Advisors, LLC | 35,983 | $2.74M | 0.03% | −17,674−32.9% | Reduced |
| Innovative Advisory Group, LLC | 35,929 | $2.74M | 1.80% | −600−1.6% | Reduced |
| COFG Advisors, LLC | 35,572 | $2.71M | 0.67% | +35,572 | New |
| Ronald Blue Trust, Inc. | 34,896 | $2.66M | 0.03% | +26+0.1% | Added |
| Firestone Capital Management | 34,029 | $2.59M | 0.55% | −653−1.9% | Reduced |
| Merit Financial Group, LLC | 33,754 | $2.57M | 0.02% | −6,376−15.9% | Reduced |
| Cerity Partners LLC | 33,593 | $2.56M | 0.00% | +9,169+37.5% | Added |
| CIBC Private Wealth Group, LLC | 33,549 | $2.56M | 0.00% | +1,876+5.9% | Added |
| Senator Investment Group LP | 33,000 | $2.52M | 0.10% | −60,788−64.8% | Reduced |
| Childress Capital Advisors, LLC | 32,975 | $2.51M | 0.40% | −50−0.2% | Reduced |
| Global Retirement Partners, LLC | 32,870 | $2.51M | 0.04% | +881+2.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,721 | $2.42M | 0.08% | −1,635−4.9% | Reduced |
| FRG Family Wealth Advisors LLC | 31,575 | $2.41M | 0.37% | +6,287+24.9% | Added |
| Integrated Wealth Concepts LLC | 31,326 | $2.39M | 0.03% | +321+1.0% | Added |
| Rpo LLC | 30,960 | $2.36M | 2.71% | −18,797−37.8% | Reduced |
| Financial Designs Corp | 30,948 | $2.36M | 1.34% | +794+2.6% | Added |
| Ninepoint Partners LP | 30,800 | $2.35M | 0.28% | +30,800 | New |
| Abound Wealth Management | 30,560 | $2.33M | 0.55% | +3,242+11.9% | Added |
| Mercer Global Advisors Inc | 30,307 | $2.31M | 0.00% | +6,748+28.6% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 29,956 | $2.28M | 1.20% | +29,956 | New |
| Bank of America Corp | 29,591 | $2.26M | 0.00% | +805+2.8% | Added |
| Wealthcare Advisory Partners LLC | 29,320 | $2.24M | 0.04% | +754+2.6% | Added |
| Gem Investment Advisors, LLC | 28,844 | $2.20M | 2.08% | +28,844 | New |
| CRA Financial Services, LLC | 28,505 | $2.17M | 0.28% | +6,932+32.1% | Added |
| Guild Investment Management, Inc. | 28,249 | $2.15M | 1.60% | +1,863+7.1% | Added |
| Summit Financial, LLC | 27,905 | $2.13M | 0.03% | +790+2.9% | Added |
| Spectrum Strategic Capital Management, LLC | 27,856 | $2.12M | 1.13% | +5,061+22.2% | Added |
| Abundance Wealth Counselors | 27,637 | $2.11M | 0.36% | +4,050+17.2% | Added |
| Concurrent Investment Advisors, LLC | 27,590 | $2.10M | 0.02% | −146−0.5% | Reduced |
| WealthPlan Investment Management, LLC | 27,379 | $2.09M | 0.13% | +7,558+38.1% | Added |
| Staley Capital Advisers Inc | 27,340 | $2.08M | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 27,285 | $2.08M | 0.15% | +20,424+297.7% | Added |
| Brown Brothers Harriman & Co | 26,666 | $2.03M | 0.01% | +112+0.4% | Added |
| Flow Traders U.S. LLC | 26,292 | $2.00M | 0.07% | +26,292 | New |
| Vista Finance, LLC | 26,246 | $2.00M | 1.33% | −4,450−14.5% | Reduced |
| Brinker Capital Investments, LLC | 25,125 | $1.92M | 0.01% | +1,222+5.1% | Added |
| Qube Research & Technologies Ltd | 25,005 | $1.91M | 0.00% | +25,005 | New |
| Inspirion Wealth Advisors, LLC | 24,976 | $1.90M | 0.23% | +24,976 | New |
| Financial Partners Group, Inc | 25,803 | $1.88M | 0.22% | +1,582+6.5% | Added |
| Basso Capital Management, L.P. | 24,675 | $1.88M | 1.12% | −5,925−19.4% | Reduced |
| Mission Wealth Management, LP | 24,621 | $1.88M | 0.04% | −682−2.7% | Reduced |
| LPL Financial LLC | 24,581 | $1.87M | 0.00% | −5,622−18.6% | Reduced |
| Clearstead Advisors, LLC | 24,434 | $1.86M | 0.02% | +1,974+8.8% | Added |
| Walleye Trading LLC | 24,255 | $1.85M | 0.03% | +13,565+126.9% | Added |
| Catalytic Wealth RIA, LLC | 23,707 | $1.81M | 0.07% | −157−0.7% | Reduced |
| Stansberry Asset Management, LLC | 23,491 | $1.79M | 0.18% | +1,638+7.5% | Added |
| Objective Capital Management, LLC | 23,436 | $1.79M | 1.82% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 23,179 | $1.77M | 0.10% | +8,402+56.9% | Added |
| Cane Capital Partners, LLC | 23,008 | $1.75M | 0.74% | +23,008 | New |
| NewEdge Wealth, LLC | 22,929 | $1.75M | 0.02% | +904+4.1% | Added |
| Wellspring Financial Advisors, LLC | 22,892 | $1.75M | 0.14% | +52+0.2% | Added |
| Venture Visionary Partners LLC | 22,820 | $1.74M | 0.06% | +22,820 | New |
| WESCAP Management Group, Inc. | 22,225 | $1.69M | 0.34% | +220+1.0% | Added |
| KG&L Capital Management,LLC | 22,190 | $1.69M | 0.44% | +16,759+308.6% | Added |
| Highland Financial Advisors, LLC | 21,700 | $1.65M | 0.46% | −131−0.6% | Reduced |
| GK Wealth Management LLC | 21,657 | $1.65M | 1.21% | +515+2.4% | Added |
| Arete Wealth Advisors, LLC | 21,447 | $1.63M | 0.11% | +840+4.1% | Added |
| Camelot Portfolios, LLC | 21,383 | $1.63M | 1.01% | −5,307−19.9% | Reduced |
| Meridian Wealth Management, LLC | 21,165 | $1.61M | 0.06% | +435+2.1% | Added |
| AE Wealth Management LLC | 20,953 | $1.60M | 0.01% | −2,058−8.9% | Reduced |
| Almanack Investment Partners, LLC. | 20,793 | $1.59M | 0.27% | −3,061−12.8% | Reduced |
| Financial Management Professionals, Inc. | 20,698 | $1.58M | 0.16% | +428+2.1% | Added |
| Stratos Wealth Advisors, LLC | 20,602 | $1.57M | 0.08% | +5,909+40.2% | Added |
| 180 Wealth Advisors, LLC | 20,447 | $1.56M | 0.18% | +20,447 | New |
| Nkcfo LLC | 20,000 | $1.52M | 0.44% | 00.0% | Unchanged |
| Ursa Fund Management, LLC | 20,000 | $1.52M | 0.13% | +10,000+100.0% | Added |
| Ancora Advisors, LLC | 19,939 | $1.52M | 0.03% | +237+1.2% | Added |