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 |
|---|---|---|---|---|---|
| Clientfirst Wealth Management, LLC | 9,793 | $746.5K | 0.60% | +1,460+17.5% | Added |
| Garde Capital, Inc. | 9,771 | $744.8K | 0.04% | +9,771 | New |
| Upper Left Wealth Management, LLC | 9,667 | $736.9K | 0.45% | +992+11.4% | Added |
| Dudley Capital Management, LLC | 9,658 | $736.2K | 0.32% | +1,125+13.2% | Added |
| Five Pine Wealth Management | 9,614 | $732.8K | 0.47% | +2,328+32.0% | Added |
| Diversify Advisory Services, LLC | 8,781 | $730.8K | 0.02% | −224,671−96.2% | Reduced |
| Samalin Investment Counsel, LLC | 9,511 | $725.0K | 0.26% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9,505 | $724.6K | 0.04% | −528−5.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,503 | $724.4K | 0.14% | +30.0% | Added |
| Resources Investment Advisors, LLC. | 9,355 | $713.1K | 0.01% | +830+9.7% | Added |
| Crestwood Advisors Group LLC | 9,330 | $711.2K | 0.01% | +3,114+50.1% | Added |
| Cadia Private Client LLC | 9,325 | $710.9K | 0.56% | +9,325 | New |
| Prosperity Planning, Inc. | 9,300 | $708.9K | 0.19% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,210 | $702.1K | 0.00% | +4,293+87.3% | Added |
| Demars Financial Group, LLC | 9,128 | $695.8K | 0.23% | +1,419+18.4% | Added |
| Wealth Alliance | 9,039 | $689.1K | 0.07% | +2,944+48.3% | Added |
| Procyon Private Wealth Partners, LLC | 8,950 | $682.3K | 0.03% | +8,950 | New |
| Wealth Effects LLC | 8,925 | $680.4K | 0.21% | +2,515+39.2% | Added |
| Roman Butler Fullerton & Co | 8,714 | $678.3K | 0.18% | −226−2.5% | Reduced |
| Wesbanco Bank Inc | 8,705 | $663.6K | 0.02% | +100+1.2% | Added |
| Sound Portfolio Advisors, LLC | 8,526 | $649.9K | 0.55% | +8,526 | New |
| Everett Harris & Co | 8,514 | $649.0K | 0.01% | +1,575+22.7% | Added |
| Belpointe Asset Management LLC | 8,464 | $645.2K | 0.02% | −4,702−35.7% | Reduced |
| Larson Financial Group LLC | 8,464 | $645.2K | 0.02% | +379+4.7% | Added |
| Split Rock Private Trading & Wealth Management, LLC | 8,458 | $644.7K | 0.52% | +8,458 | New |
| Estate Planners Group, LLC | 8,450 | $644.1K | 0.28% | +8,450 | New |
| Solstein Capital, LLC | 8,407 | $640.9K | 0.26% | +8,407 | New |
| Beacon Pointe Advisors, LLC | 8,365 | $637.7K | 0.00% | +4,609+122.7% | Added |
| Associated Banc-Corp | 8,352 | $636.7K | 0.02% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 8,302 | $632.9K | 0.04% | +169+2.1% | Added |
| United Capital Financial Advisers, LLC | 8,229 | $627.3K | 0.00% | +1,572+23.6% | Added |
| Argentarii, LLC | 8,200 | $625.1K | 0.21% | +8,200 | New |
| Osbon Capital Management LLC | 8,191 | $624.4K | 0.58% | +8,191 | New |
| Greenberg Financial Group | 8,169 | $622.7K | 0.26% | +8,169 | New |
| Jump Financial, LLC | 8,098 | $617.3K | 0.01% | −54,273−87.0% | Reduced |
| Vicus Capital | 8,077 | $615.7K | 0.05% | +1,956+32.0% | Added |
| FineMark National Bank & Trust | 8,065 | $614.8K | 0.02% | +680+9.2% | Added |
| J.W. Cole Advisors, Inc. | 8,194 | $611.5K | 0.01% | +714+9.5% | Added |
| Matauro, LLC | 8,018 | $611.2K | 0.09% | −934−10.4% | Reduced |
| Elequin Capital LP | 8,000 | $609.8K | 0.08% | −471,372−98.3% | Reduced |
| Brown Advisory Inc | 8,000 | $609.8K | 0.00% | +2,000+33.3% | Added |
| KFG Wealth Management, LLC | 7,942 | $605.4K | 0.08% | +4,902+161.3% | Added |
| We Are One Seven, LLC | 7,928 | $604.4K | 0.01% | +1,993+33.6% | Added |
| CLG LLC | 7,851 | $598.5K | 0.15% | 00.0% | Unchanged |
| Rochester Wealth Strategies, LLC | 7,809 | $595.3K | 0.37% | +7,809 | New |
| Northwestern Mutual Wealth Management Co | 7,804 | $594.9K | 0.00% | +7,102+1,011.7% | Added |
| CFO4Life Group, LLC | 7,794 | $594.1K | 0.08% | +2,571+49.2% | Added |
| Sweeney & Michel, LLC | 10,080 | $592.9K | 0.17% | +111+1.1% | Added |
| City State Bank | 7,750 | $590.8K | 0.16% | +7,750 | New |
| Running Point Capital Advisors, LLC | 7,743 | $590.2K | 0.16% | +77+1.0% | Added |
| Ellis Investment Partners, LLC | 7,739 | $590.0K | 0.10% | +3,700+91.6% | Added |
| Hilltop Holdings Inc. | 7,703 | $587.2K | 0.04% | +1,851+31.6% | Added |
| Intellectus Partners, LLC | 7,700 | $587.0K | 0.11% | +500+6.9% | Added |
| Instrumental Wealth, LLC | 9,955 | $584.8K | 0.35% | +4,165+71.9% | Added |
| Pennsylvania Capital Management Inc | 7,613 | $580.3K | 0.16% | +4,155+120.2% | Added |
| East Coast Asset Management, LLC. | 7,550 | $575.5K | 0.17% | +5,205+222.0% | Added |
| Westover Capital Advisors, LLC | 7,535 | $574.4K | 0.10% | −2,000−21.0% | Reduced |
| Werba Rubin Papier Wealth Management | 7,515 | $572.9K | 0.16% | +1,200+19.0% | Added |
| Guidance Point Advisors, LLC | 7,509 | $572.8K | 0.13% | +526+7.5% | Added |
| Corps Capital Advisors, LLC | 7,225 | $550.8K | 0.57% | +5,175+252.4% | Added |
| Endowment Wealth Management, Inc. | 7,176 | $547.0K | 0.25% | +1,580+28.2% | Added |
| Chicago Capital, LLC | 7,107 | $541.8K | 0.01% | +63+0.9% | Added |
| Thoroughbred Financial Services, LLC | 7,070 | $538.0K | 0.03% | +27+0.4% | Added |
| Sandbox Financial Partners, LLC | 7,052 | $537.6K | 0.15% | −877−11.1% | Reduced |
| Fairview Capital Investment Management, LLC | 6,950 | $529.8K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,841 | $521.5K | 0.06% | +9+0.1% | Added |
| Summit Trail Advisors, LLC | 6,714 | $511.8K | 0.01% | +143+2.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 6,655 | $507.3K | 0.11% | +4,005+151.1% | Added |
| Sankala Group LLC | 8,861 | $506.4K | 0.40% | +8,861 | New |
| Angeles Wealth Management, LLC | 6,473 | $493.4K | 0.03% | +6,473 | New |
| Cardiff Park Advisors, LLC | 6,375 | $486.0K | 0.04% | +1,050+19.7% | Added |
| Wealth Group Ltd | 6,337 | $483.1K | 0.11% | +869+15.9% | Added |
| Bridgewater Advisors Inc. | 6,137 | $481.7K | 0.03% | +3,135+104.4% | Added |
| Vantage Financial Partners, LLC | 6,298 | $480.1K | 0.10% | +1,469+30.4% | Added |
| Moors & Cabot, Inc. | 6,218 | $474.0K | 0.02% | 00.0% | Unchanged |
| Broadhurst Jeffrey B | 6,183 | $471.4K | 0.49% | +6,183 | New |
| Bitterroot Capital Advisors LLC | 6,170 | $470.3K | 0.32% | +6,170 | New |
| Truvestments Capital LLC | 6,155 | $469.2K | 0.09% | −949−13.4% | Reduced |
| Sunesis Advisors, LLC | 6,133 | $467.5K | 0.21% | +6,133 | New |
| Claro Advisors LLC | 6,120 | $466.5K | 0.06% | +100+1.7% | Added |
| Franklin Resources Inc | 6,116 | $466.2K | 0.00% | −3,385−35.6% | Reduced |
| Union Bancaire Privee, UBP SA | 7,690 | $465.6K | 0.01% | 00.0% | Unchanged |
| Eagle Strategies LLC | 6,068 | $462.6K | 0.06% | +6,068 | New |
| Transcend Wealth Collective, LLC | 6,065 | $462.3K | 0.04% | +3,852+174.1% | Added |
| Drive Wealth Management, LLC | 6,044 | $460.7K | 0.09% | +3,493+136.9% | Added |
| SkyView Investment Advisors, LLC | 6,000 | $457.0K | 0.06% | −5,500−47.8% | Reduced |
| Legacy Financial Advisors, Inc. | 5,978 | $455.7K | 0.06% | +1,132+23.4% | Added |
| Scotia Capital Inc. | 5,935 | $452.4K | 0.00% | +475+8.7% | Added |
| Asset Dedication, LLC | 5,895 | $449.4K | 0.03% | −328−5.3% | Reduced |
| Central Trust Co | 5,894 | $449.3K | 0.01% | −427−6.8% | Reduced |
| Beacon Capital Management, LLC | 5,869 | $447.4K | 0.07% | +987+20.2% | Added |
| Cascade Financial Partners, LLC | 5,834 | $444.7K | 0.05% | +748+14.7% | Added |
| Smartleaf Asset Management LLC | 5,808 | $444.6K | 0.02% | +5,808 | New |
| Strategic Wealth Partners, Ltd. | 5,804 | $442.4K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,795 | $441.8K | 0.14% | +5,795 | New |
| Anson Capital, Inc. | 5,745 | $437.9K | 0.32% | +1,920+50.2% | Added |
| Avestar Capital, LLC | 5,711 | $435.4K | 0.03% | +5,711 | New |
| Horizon Kinetics Asset Management LLC | 5,681 | $433.1K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,668 | $432.1K | 0.00% | −1,048−15.6% | Reduced |
| Stokes Family Office, LLC | 5,662 | $431.6K | 0.04% | +1,470+35.1% | Added |