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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 19,921 | $1.52M | 0.04% | +6,934+53.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 19,810 | $1.51M | 0.61% | +1,001+5.3% | Added |
| WSFS Capital Management, LLC | 19,669 | $1.50M | 0.07% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 19,621 | $1.50M | 0.24% | +7,226+58.3% | Added |
| LifeGoal Wealth Advisors | 19,701 | $1.48M | 0.99% | +320+1.7% | Added |
| Marble Wealth, LLC | 19,466 | $1.48M | 0.21% | +19,466 | New |
| Life Line Wealth Management LLC | 18,682 | $1.42M | 0.42% | −169−0.9% | Reduced |
| NBC Securities, Inc. | 18,308 | $1.40M | 0.10% | +2,570+16.3% | Added |
| Alchemi Wealth, LLC | 18,307 | $1.40M | 0.76% | +18,307 | New |
| Private Advisor Group, LLC | 18,077 | $1.38M | 0.01% | −12,860−41.6% | Reduced |
| Strategies Wealth Advisors, LLC | 17,851 | $1.36M | 0.14% | +15,039+534.8% | Added |
| Silverlake Wealth Management LLC | 17,846 | $1.36M | 0.31% | −1,131−6.0% | Reduced |
| Moneta Group Investment Advisors LLC | 17,773 | $1.35M | 0.01% | −12,192−40.7% | Reduced |
| National Wealth Management Group, LLC | 17,634 | $1.34M | 0.47% | +8,469+92.4% | Added |
| MAI Capital Management | 17,512 | $1.33M | 0.01% | +8,141+86.9% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.33M | 0.01% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 17,328 | $1.32M | 0.38% | +818+5.0% | Added |
| Essex Financial Services, Inc. | 17,272 | $1.32M | 0.07% | −372−2.1% | Reduced |
| RSM US Wealth Management LLC | 17,129 | $1.31M | 0.02% | +3,374+24.5% | Added |
| Soltis Investment Advisors LLC | 17,155 | $1.31M | 0.09% | −38−0.2% | Reduced |
| Vise Technologies, Inc. | 17,049 | $1.30M | 0.03% | −15,718−48.0% | Reduced |
| Bleakley Financial Group, LLC | 16,855 | $1.28M | 0.02% | +16,855 | New |
| Betterment LLC | 16,655 | $1.27M | 0.00% | +7,804+88.2% | Added |
| Madison Park Capital Advisors, LLC | 16,622 | $1.27M | 1.03% | −104−0.6% | Reduced |
| Eagle Global Advisors LLC | 16,500 | $1.26M | 0.05% | +8,650+110.2% | Added |
| Tru Independence Asset Management 2, LLC | 16,322 | $1.24M | 0.78% | +5,644+52.9% | Added |
| Warren Averett Asset Management, LLC | 16,229 | $1.24M | 0.01% | +1,682+11.6% | Added |
| Signal Advisors Wealth, LLC | 16,187 | $1.23M | 0.10% | +2,816+21.1% | Added |
| Bearing Point Capital, LLC | 16,122 | $1.23M | 0.19% | +16,122 | New |
| Great Valley Advisor Group, Inc. | 16,096 | $1.23M | 0.02% | +383+2.4% | Added |
| Revisor Wealth Management LLC | 15,816 | $1.23M | 0.33% | +3,984+33.7% | Added |
| Mustard Seed Financial, LLC | 15,977 | $1.22M | 0.77% | +630+4.1% | Added |
| Pensionmark Financial Group, LLC | 15,700 | $1.20M | 0.02% | −3,332−17.5% | Reduced |
| Mills Wealth Advisors LLC | 15,503 | $1.18M | 0.47% | −466−2.9% | Reduced |
| Aries Wealth Management | 15,412 | $1.17M | 0.26% | +1,585+11.5% | Added |
| MTM Investment Management, LLC | 15,340 | $1.17M | 0.37% | −631−4.0% | Reduced |
| Bedel Financial Consulting, Inc. | 14,766 | $1.13M | 0.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 14,611 | $1.11M | 0.08% | +4,236+40.8% | Added |
| Marietta Wealth Management, LLC | 14,470 | $1.10M | 0.13% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 14,373 | $1.10M | 0.30% | 00.0% | Unchanged |
| Condor Capital Management | 14,315 | $1.09M | 0.09% | +211+1.5% | Added |
| Atria Investments LLC | 14,222 | $1.08M | 0.01% | +5,930+71.5% | Added |
| Capital Performance Advisors LLP | 14,160 | $1.08M | 0.08% | +8,690+158.9% | Added |
| 3EDGE Asset Management, LP | 14,105 | $1.08M | 0.06% | −742−5.0% | Reduced |
| Bauman Advisory Group, LLC | 13,914 | $1.06M | 0.85% | +13,914 | New |
| RMB Capital Management, LLC | 13,886 | $1.06M | 0.02% | +311+2.3% | Added |
| Gambit Capital Management, LLC | 13,771 | $1.05M | 0.75% | +13,771 | New |
| Precision Wealth Strategies, LLC | 13,650 | $1.04M | 0.34% | +7,013+105.7% | Added |
| Gardner Lewis Asset Management L P | 13,535 | $1.03M | 0.26% | +13,535 | New |
| Ethos Financial Group, LLC | 13,475 | $1.03M | 0.08% | +4,114+43.9% | Added |
| OneAscent Financial Services LLC | 13,364 | $1.02M | 0.09% | +8,296+163.7% | Added |
| GR Financial Group, LLC | 13,255 | $1.01M | 0.23% | −7,926−37.4% | Reduced |
| Evoke Wealth, LLC | 13,240 | $1.01M | 0.02% | +4,588+53.0% | Added |
| Robertson Stephens Wealth Management, LLC | 13,229 | $1.01M | 0.03% | +8,211+163.6% | Added |
| StoneX Group Inc. | 13,132 | $1.00M | 0.04% | −96,319−88.0% | Reduced |
| Crescent Grove Advisors, LLC | 13,005 | $991.4K | 0.09% | +10,705+465.4% | 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 |
| Daymark Wealth Partners, LLC | 12,830 | $978.1K | 0.03% | +228+1.8% | Added |
| Parallel Advisors, LLC | 12,805 | $976.1K | 0.02% | +3,822+42.5% | Added |
| LBMC Investment Advisors, LLC | 12,655 | $964.7K | 0.06% | 00.0% | Unchanged |
| TCW Group Inc | 12,553 | $956.9K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 12,484 | $951.7K | 0.67% | −12−0.1% | Reduced |
| Apollon Wealth Management, LLC | 12,305 | $938.0K | 0.02% | +12,305 | New |
| Waldron Private Wealth LLC | 12,204 | $930.3K | 0.04% | +1,806+17.4% | Added |
| M. Kulyk & Associates, LLC | 12,198 | $929.8K | 0.18% | +312+2.6% | Added |
| Perigon Wealth Management, LLC | 11,899 | $907.1K | 0.02% | +5,977+100.9% | Added |
| Basecamp Wealth Advisors LLC | 11,803 | $901.8K | 0.19% | +11,803 | New |
| JB Capital LLC | 11,796 | $899.2K | 0.04% | +140+1.2% | Added |
| Falcon Wealth Planning | 11,678 | $890.2K | 0.07% | +686+6.2% | Added |
| Wealth Quarterback LLC | 11,605 | $884.6K | 0.32% | +99+0.9% | Added |
| Capital Investment Advisors, LLC | 11,598 | $884.1K | 0.01% | +1,638+16.4% | Added |
| Perryman Financial Advisory Inc | 11,441 | $872.1K | 0.13% | +11,441 | New |
| Kapstone Financial Advisors LLC | 11,435 | $871.7K | 0.43% | +11,435 | New |
| Clear Creek Financial Management, LLC | 11,431 | $871.4K | 0.07% | +264+2.4% | Added |
| Canvas Wealth Advisors, LLC | 11,426 | $871.0K | 0.15% | −1,161−9.2% | Reduced |
| IFP Advisors, Inc | 11,391 | $868.3K | 0.02% | +5,754+102.1% | Added |
| Forum Financial Management, LP | 11,300 | $861.4K | 0.01% | +11,300 | New |
| Bank of Montreal | 11,299 | $861.3K | 0.00% | +3,148+38.6% | Added |
| Cim, LLC | 11,222 | $855.5K | 0.11% | +996+9.7% | Added |
| Peloton Wealth Strategists | 11,067 | $844.0K | 0.33% | +2,864+34.9% | Added |
| Raymond James Financial Inc | 10,962 | $835.6K | 0.00% | +4,352+65.8% | Added |
| Secure Asset Management, LLC | 10,840 | $826.3K | 0.13% | −201−1.8% | Reduced |
| Pure Financial Advisors, Inc. | 10,743 | $818.9K | 0.01% | −1,697−13.6% | Reduced |
| Pallas Capital Advisors LLC | 10,740 | $818.7K | 0.03% | −10,401−49.2% | Reduced |
| Timber Creek Capital Management LLC | 10,644 | $811.4K | 0.19% | +376+3.7% | Added |
| Verus Financial Partners, Inc. | 10,447 | $796.7K | 0.07% | 00.0% | Unchanged |
| JSF Financial, LLC | 10,373 | $790.7K | 0.16% | +273+2.7% | Added |
| Parkside Financial Bank & Trust | 10,367 | $790.3K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10,355 | $789.4K | 0.14% | +8,603+491.0% | Added |
| Two Sigma Securities, LLC | 10,309 | $785.9K | 0.11% | +25+0.2% | Added |
| Wedmont Private Capital | 9,903 | $784.6K | 0.03% | +4,554+85.1% | Added |
| Rahlfs Capital, LLC | 10,250 | $781.4K | 0.61% | −3,015−22.7% | Reduced |
| GWN Securities Inc. | 10,082 | $768.6K | 0.16% | −761−7.0% | Reduced |
| Financial Management Network Inc | 9,785 | $765.1K | 0.12% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,000 | $762.3K | 0.11% | +1,312+15.1% | Added |
| Tradition Wealth Management, LLC | 9,996 | $762.0K | 0.05% | +2,845+39.8% | Added |
| Investment Advisory Services Group LLC | 9,935 | $757.3K | 0.67% | +9,935 | New |
| Regatta Capital Group, LLC | 9,894 | $754.2K | 0.11% | −2,300−18.9% | Reduced |
| Sequoia Financial Advisors, LLC | 9,859 | $751.5K | 0.00% | +504+5.4% | Added |