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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 646 | $49.2K | 0.01% | +17+2.7% | Added |
| Wilkerson Advisory Group LLC | 593 | $45.2K | 0.02% | +593 | New |
| Curio Wealth, LLC | 579 | $44.0K | 0.02% | +579 | New |
| Newbridge Financial Services Group, Inc. | 573 | $43.7K | 0.01% | +14+2.5% | Added |
| Coston, McIsaac & Partners | 575 | $43.0K | 0.01% | −12,067−95.5% | Reduced |
| Hantz Financial Services, Inc. | 567 | $43.0K | 0.00% | +564+18,800.0% | Added |
| Richard W. Paul & Associates, LLC | 533 | $40.6K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 518 | $39.5K | 0.02% | +394+317.7% | Added |
| Activest Wealth Management | 443 | $33.8K | 0.01% | +80+22.0% | Added |
| Royal Bank of Canada | 439 | $33.0K | 0.00% | −1,633−78.8% | Reduced |
| Sound Income Strategies, LLC | 394 | $32.8K | 0.00% | −131−25.0% | Reduced |
| Strategic Wealth Advisors LLC | 430 | $32.0K | 0.03% | +430 | New |
| Financial Network Wealth Advisors LLC | 401 | $30.6K | 0.03% | +5+1.3% | Added |
| Avalon Trust Co | 390 | $29.7K | 0.00% | +140+56.0% | Added |
| Stephens Consulting, LLC | 350 | $26.7K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 337 | $25.7K | 0.01% | −166−33.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 337 | $25.7K | 0.00% | +337 | New |
| Financial Consulate, Inc | 322 | $24.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 320 | $24.4K | 0.01% | +320 | New |
| Cordant, Inc. | 315 | $24.0K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 305 | $23.2K | 0.00% | +305 | New |
| Anfield Capital Management, LLC | 300 | $22.9K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 275 | $21.0K | 0.02% | +275 | New |
| Bogart Wealth, LLC | 265 | $20.2K | 0.00% | +265 | New |
| Ankerstar Wealth, LLC | 247 | $18.8K | 0.02% | +247 | New |
| SJS Investment Consulting Inc. | 240 | $18.3K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 231 | $17.6K | 0.00% | +33+16.7% | Added |
| Investors Portfolio Services LLC | 226 | $17.3K | 0.02% | +226 | New |
| Main Management LLC | 208 | $16.0K | 0.00% | −11−5.0% | Reduced |
| CKW Financial Group | 202 | $15.0K | 0.00% | +64+46.4% | Added |
| Atlantic Trust, LLC | 180 | $13.7K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 165 | $12.6K | 0.01% | +35+26.9% | Added |
| Harbour Investments, Inc. | 159 | $12.1K | 0.00% | −200−55.7% | Reduced |
| TFC Financial Management | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 147 | $11.2K | 0.00% | +27+22.5% | Added |
| SOA Wealth Advisors, LLC. | 145 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 125 | $9.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 116 | $8.81K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 108 | $8.23K | 0.00% | +108 | New |
| Pension & Wealth Management Advisors, Inc. | 107 | $8.23K | 0.00% | −130−54.9% | Reduced |
| Fifth Third Bancorp | 105 | $8.00K | 0.00% | +100+2,000.0% | Added |
| Raleigh Capital Management Inc. | 103 | $7.85K | 0.00% | +103 | New |
| Elyxium Wealth, LLC | 100 | $7.62K | 0.00% | +100 | New |
| Assetmark, Inc | 84 | $6.40K | 0.00% | −9−9.7% | Reduced |
| GHP Investment Advisors, Inc. | 82 | $6.25K | 0.00% | +16+24.2% | Added |
| Glassman Wealth Services | 81 | $6.17K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 81 | $6.17K | 0.01% | +81 | New |
| CNB Bank | 68 | $5.18K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 58 | $4.41K | 0.00% | +57+5,700.0% | Added |
| Financial Freedom, LLC | 57 | $4.34K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 56 | $4.27K | 0.00% | +56 | New |
| FMR LLC | 46 | $3.54K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 45 | $3.43K | 0.00% | +45 | New |
| Vision Financial Markets LLC | 35 | $2.67K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33 | $2.52K | 0.00% | +33 | New |
| Dougherty Wealth Advisers LLC | 33 | $2.52K | 0.00% | +33 | New |
| Geneos Wealth Management Inc. | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 22 | $2.00K | 0.00% | +22 | New |
| VSM Wealth Advisory, LLC | 24 | $1.83K | 0.00% | +24 | New |
| Archer Investment Corp | 22 | $1.68K | 0.00% | −768−97.2% | Reduced |
| POM Investment Strategies, LLC | 22 | $1.68K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $1.52K | 0.00% | +20 | New |
| Essential Investment Partners LLC | 20 | $1.52K | 0.00% | +20 | New |
| Quattro Advisors LLC | 18 | $1.35K | 0.00% | +18 | New |
| Concord Wealth Partners | 17 | $1.32K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 16 | $1.22K | 0.00% | −86−84.3% | Reduced |
| Wolff Wiese Magana LLC | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $1.14K | 0.00% | −5−25.0% | Reduced |
| Clark Wealth Partners | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Kilter Group LLC | 10 | $763 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $762 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $762 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 10 | $762 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $457 | 0.00% | −29−82.9% | Reduced |
| SWAN Capital LLC | 5 | $381 | 0.00% | −5−50.0% | Reduced |
| Aventura Private Wealth, LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1 | $76 | 0.00% | −17−94.4% | Reduced |
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Trans-Canada Capital Inc. | 0 | $0 | 0.00% | −772,842−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −554,970−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −331,272−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −200,251−100.0% | Sold out |
| Guardian Point Capital, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −176,426−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −165,695−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −149,992−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −144,250−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −110,180−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −97,200−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −58,763−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −48,136−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −37,182−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −34,786−100.0% | Sold out |
| Exit Wealth Advisors, LLC. | 0 | $0 | 0.00% | −33,890−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −32,813−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −23,762−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −11,693−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |