Fidelity Wise Origin Bitcoin Fund
FBTC- 交易所
- CBOE
- 產業
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001852317
近 90 天，Fidelity Wise Origin Bitcoin Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 627 家機構在 13F 申報持有，市值合計 $17.1 億；沒有大師持有。
2024 年第 4 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 531
- 較 2024 年第 3 季 +192 家
- 持有股數
- 6,035 萬
- 較 2024 年第 3 季 +869.9 萬 (+16.8%)
- 總市值
- $49.2 億
- 較 2024 年第 3 季 +$20.6 億 (+71.7%)
- 新進機構
- 218
- 另有 198 家加碼
- 清倉機構
- 26
- 另有 70 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FBTC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 627 | $17.1 億 |
| 2026 年第 1 季 | 650 | $21.0 億 |
| 2025 年第 4 季 | 680 | $33.6 億 |
| 2025 年第 3 季 | 685 | $44.4 億 |
| 2025 年第 2 季 | 623 | $46.8 億 |
| 2025 年第 1 季 | 535 | $35.4 億 |
| 2024 年第 4 季 | 531 | $49.2 億 |
| 2024 年第 3 季 | 344 | $28.7 億 |
| 2024 年第 2 季 | 315 | $26.6 億 |
| 2024 年第 1 季 | 247 | $23.4 億 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2024 年第 4 季持有機構
每家機構持有 Fidelity Wise Origin Bitcoin Fund 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SFMG, LLC | 37,362 | $304.8 萬 | 0.24% | −215−0.6% | 減碼 |
| Vista Investment Partners II, LLC | 37,108 | $302.7 萬 | 1.79% | +37,108 | 新進 |
| Innovative Advisory Group, LLC | 37,041 | $302.2 萬 | 2.69% | +37,041 | 新進 |
| Libra Wealth LLC | 36,579 | $298.4 萬 | 1.16% | +16,100+78.6% | 加碼 |
| RFG Advisory, LLC | 36,343 | $296.5 萬 | 0.08% | −476−1.3% | 減碼 |
| Colony Group, LLC | 35,880 | $292.7 萬 | 0.01% | +22,386+165.9% | 加碼 |
| Avaii Wealth Management, LLC | 35,819 | $292.2 萬 | 1.44% | +35,819 | 新進 |
| Graham Capital Management, L.P. | 35,000 | $285.5 萬 | 0.09% | +35,000 | 新進 |
| Peregrine Asset Advisers, Inc. | 34,670 | $282.8 萬 | 1.04% | −421−1.2% | 減碼 |
| SevenBridge Financial Group, LLC | 33,771 | $280.8 萬 | 0.53% | +7,116+26.7% | 加碼 |
| Lakeview Capital Partners, LLC | 34,154 | $278.6 萬 | 0.61% | +18,534+118.7% | 加碼 |
| Sepio Capital, LP | 33,925 | $276.8 萬 | 0.22% | −5,533−14.0% | 減碼 |
| Haven Private, LLC | 33,753 | $275.4 萬 | 1.54% | +33,753 | 新進 |
| Arbor Capital Management Inc | 30,394 | $271.4 萬 | 2.67% | −1,111−3.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,171 | $270.6 萬 | 0.10% | +175+0.5% | 加碼 |
| SMART Wealth LLC | 33,164 | $270.6 萬 | 0.96% | +9,674+41.2% | 加碼 |
| Bank of America Corp | 31,246 | $254.9 萬 | 0.00% | +1,327+4.4% | 加碼 |
| Aptus Capital Advisors, LLC | 30,566 | $249.4 萬 | 0.03% | +23,375+325.1% | 加碼 |
| Guild Investment Management, Inc. | 30,216 | $246.5 萬 | 2.68% | −1,901−5.9% | 減碼 |
| CMG Global Holdings, LLC | 26,848 | $244.8 萬 | 1.35% | +26,848 | 新進 |
| Advisory Services Network, LLC | 29,734 | $242.6 萬 | 0.05% | +10,011+50.8% | 加碼 |
| Traynor Capital Management, Inc. | 29,261 | $238.7 萬 | 0.19% | +11,156+61.6% | 加碼 |
| Stansberry Asset Management, LLC | 29,025 | $236.8 萬 | 0.31% | −2,038−6.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 28,239 | $230.4 萬 | 0.11% | +495+1.8% | 加碼 |
| Executive Wealth Management, LLC | 28,200 | $230.1 萬 | 0.18% | +1,848+7.0% | 加碼 |
| Financial Partners Group, Inc | 28,003 | $228.4 萬 | 0.33% | +20,809+289.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 26,688 | $218.9 萬 | 0.00% | +9,595+56.1% | 加碼 |
| Childress Capital Advisors, LLC | 26,586 | $216.9 萬 | 0.61% | +4,500+20.4% | 加碼 |
| Edge Capital Group, LLC | 26,515 | $216.3 萬 | 0.10% | −50−0.2% | 減碼 |
| Firestone Capital Management | 26,338 | $214.9 萬 | 0.53% | +7,621+40.7% | 加碼 |
| Brown Brothers Harriman & Co | 26,299 | $214.5 萬 | 0.02% | 00.0% | 不變 |
| Archetype Wealth Partners | 26,068 | $212.7 萬 | 0.31% | +2,545+10.8% | 加碼 |
| Global Retirement Partners, LLC | 25,823 | $210.7 萬 | 0.06% | +3,919+17.9% | 加碼 |
| Abound Wealth Management | 25,721 | $209.8 萬 | 0.67% | −37−0.1% | 減碼 |
| Farringdon Capital, Ltd. | 25,692 | $209.6 萬 | 0.87% | +25,692 | 新進 |
| Mills Wealth Advisors LLC | 25,663 | $209.4 萬 | 1.19% | −206−0.8% | 減碼 |
| Financial Designs Corp | 25,398 | $207.2 萬 | 1.36% | +4,875+23.8% | 加碼 |
| DRW Securities, LLC | 24,537 | $200.2 萬 | 0.14% | +24,537 | 新進 |
| Integrated Wealth Concepts LLC | 24,329 | $198.5 萬 | 0.02% | +19,192+373.6% | 加碼 |
| Sanctuary Advisors, LLC | 21,295 | $195.3 萬 | 0.01% | +4,016+23.2% | 加碼 |
| EP Wealth Advisors, LLC | 23,643 | $192.9 萬 | 0.02% | +1,374+6.2% | 加碼 |
| Secure Asset Management, LLC | 23,551 | $192.1 萬 | 0.29% | −4,799−16.9% | 減碼 |
| Private Advisor Group, LLC | 23,335 | $190.4 萬 | 0.01% | +5,980+34.5% | 加碼 |
| First Heartland Consultants, Inc. | 23,240 | $189.6 萬 | 0.19% | +17,974+341.3% | 加碼 |
| Ronald Blue Trust, Inc. | 22,876 | $186.6 萬 | 0.02% | +742+3.4% | 加碼 |
| Highland Financial Advisors, LLC | 22,803 | $186.0 萬 | 0.64% | −4,091−15.2% | 減碼 |
| Mercer Global Advisors Inc | 22,421 | $182.9 萬 | 0.00% | −582−2.5% | 減碼 |
| Vivaldi Capital Management, LLC | 20,581 | $182.1 萬 | 0.28% | +886+4.5% | 加碼 |
| Capital Investment Advisors, LLC | 21,386 | $174.5 萬 | 0.04% | +185+0.9% | 加碼 |
| NewEdge Wealth, LLC | 20,657 | $168.5 萬 | 0.03% | +14,239+221.9% | 加碼 |
| Valeo Financial Advisors, LLC | 20,552 | $167.7 萬 | 0.05% | +5,782+39.1% | 加碼 |
| Meridian Wealth Management, LLC | 20,405 | $166.5 萬 | 0.08% | +2,367+13.1% | 加碼 |
| Kingsview Wealth Management, LLC | 20,178 | $164.6 萬 | 0.03% | +16,315+422.3% | 加碼 |
| Nkcfo LLC | 20,000 | $163.2 萬 | 0.72% | +5,000+33.3% | 加碼 |
| O'Neil Global Advisors, Inc. | 19,600 | $159.9 萬 | 0.47% | −23,770−54.8% | 減碼 |
| LifeGoal Wealth Advisors | 19,375 | $158.1 萬 | 1.71% | +19,375 | 新進 |
| DecisionMap Wealth Management, LLC | 19,355 | $157.9 萬 | 1.25% | +19,355 | 新進 |
| Financial Management Professionals, Inc. | 18,759 | $153.0 萬 | 0.19% | +332+1.8% | 加碼 |
| Mission Wealth Management, LP | 18,707 | $152.6 萬 | 0.04% | +10,228+120.6% | 加碼 |
| Kerrisdale Advisers, LLC | 18,612 | $151.8 萬 | 0.51% | −16,560−47.1% | 減碼 |
| Life Line Wealth Management LLC | 18,478 | $150.7 萬 | 0.54% | −3,576−16.2% | 減碼 |
| Clearstead Advisors, LLC | 18,468 | $150.7 萬 | 0.02% | +3,046+19.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 17,500 | $142.8 萬 | 0.01% | 00.0% | 不變 |
| Weil Company, Inc. | 17,220 | $140.5 萬 | 0.49% | +17,220 | 新進 |
| Vista Wealth Management Group, LLC | 17,208 | $140.4 萬 | 0.09% | 00.0% | 不變 |
| Madison Park Capital Advisors, LLC | 17,144 | $139.9 萬 | 1.12% | +361+2.2% | 加碼 |
| GK Wealth Management LLC | 17,008 | $138.8 萬 | 1.76% | +17,008 | 新進 |
| Basso Capital Management, L.P. | 17,000 | $138.7 萬 | 1.20% | +11,500+209.1% | 加碼 |
| Almanack Investment Partners, LLC. | 16,961 | $138.4 萬 | 0.21% | +2,654+18.6% | 加碼 |
| Arete Wealth Advisors, LLC | 16,577 | $135.9 萬 | 0.10% | +575+3.6% | 加碼 |
| Condor Capital Management | 16,220 | $132.3 萬 | 0.12% | −793−4.7% | 減碼 |
| TCW Group Inc | 15,865 | $129.4 萬 | 0.01% | +15,865 | 新進 |
| LPL Financial LLC | 15,777 | $128.7 萬 | 0.00% | +10,648+207.6% | 加碼 |
| Graypoint LLC | 15,614 | $127.4 萬 | 0.08% | +15,614 | 新進 |
| Great Valley Advisor Group, Inc. | 15,366 | $125.4 萬 | 0.03% | −47−0.3% | 減碼 |
| Brown Advisory Inc | 15,266 | $124.5 萬 | 0.00% | +1,430+10.3% | 加碼 |
| Lionsbridge Wealth Management LLC | 15,208 | $124.1 萬 | 1.04% | +4,129+37.3% | 加碼 |
| Mustard Seed Financial, LLC | 15,197 | $124.0 萬 | 1.01% | +95+0.6% | 加碼 |
| Ancora Advisors, LLC | 14,832 | $121.0 萬 | 0.03% | +1,538+11.6% | 加碼 |
| Bedel Financial Consulting, Inc. | 14,210 | $120.8 萬 | 0.17% | +4,613+48.1% | 加碼 |
| Allworth Financial LP | 13,130 | $119.7 萬 | 0.01% | +3,550+37.1% | 加碼 |
| Marietta Wealth Management, LLC | 14,470 | $118.0 萬 | 0.17% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 14,440 | $117.8 萬 | 0.35% | +453+3.2% | 加碼 |
| Strata Wealth Advisors, LLC | 14,373 | $117.3 萬 | 0.37% | +14,373 | 新進 |
| Cerity Partners LLC | 14,004 | $114.2 萬 | 0.00% | +8,605+159.4% | 加碼 |
| Tradition Wealth Management, LLC | 13,890 | $113.3 萬 | 0.10% | +488+3.6% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 13,853 | $113.0 萬 | 0.35% | +7,353+113.1% | 加碼 |
| Keel Point, LLC | 13,579 | $110.8 萬 | 0.09% | +13,579 | 新進 |
| Soltis Investment Advisors LLC | 13,573 | $110.7 萬 | 0.10% | +610+4.7% | 加碼 |
| Synergy Financial Group, LTD | 13,528 | $110.4 萬 | 0.92% | +1,200+9.7% | 加碼 |
| Wellspring Financial Advisors, LLC | 13,463 | $109.8 萬 | 0.11% | −1,300−8.8% | 減碼 |
| Pathstone Holdings, LLC | 13,367 | $109.0 萬 | 0.00% | −526−3.8% | 減碼 |
| CRA Financial Services, LLC | 13,155 | $107.3 萬 | 0.18% | +4,435+50.9% | 加碼 |
| SkyView Investment Advisors, LLC | 13,000 | $106.1 萬 | 0.17% | +1,500+13.0% | 加碼 |
| Scotia Capital Inc. | 12,900 | $105.3 萬 | 0.01% | +2,100+19.4% | 加碼 |
| NTV Asset Management LLC | 12,500 | $102.0 萬 | 0.13% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 12,371 | $100.9 萬 | 0.39% | +12,371 | 新進 |
| AE Wealth Management LLC | 12,109 | $98.8 萬 | 0.01% | −407−3.3% | 減碼 |
| Sunbelt Securities, Inc. | 11,651 | $95.9 萬 | 0.08% | +2,983+34.4% | 加碼 |
| Hubbell Strickland Wealth Management, LLC | 11,587 | $94.5 萬 | 0.45% | +466+4.2% | 加碼 |