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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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Fidelity Wise Origin Bitcoin Fund 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

FBTC 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數5319535+13
股數6,035 萬12.7 萬4,914 萬−1,108 萬 (−18.4%)
市值$49.2 億$1,035 萬$35.4 億−$13.7 億 (−28.0%)

9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(73 家)

2025 年第 1 季季末持有 Fidelity Wise Origin Bitcoin Fund、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 FBTC 的機構
機構股數市值佔組合 %
Trans-Canada Capital Inc.486,342$3,500 萬2.80%
Sky-Mountain Capital Management, Inc.166,942$1,201 萬10.17%
Alamea Verwaltungs GmbH94,371$679.2 萬5.87%
QTR Family Wealth, LLC89,087$641.2 萬4.83%
BlackRock, Inc.70,971$510.8 萬0.00%
MML Investors Services, LLC37,007$266.3 萬0.01%
SCS Capital Management LLC31,305$225.3 萬0.03%
PTM Wealth Management, LLC32,613$218.5 萬2.30%
Camelot Portfolios, LLC28,205$203.0 萬1.26%
WSFS Capital Management, LLC19,669$141.6 萬0.08%
Ursa Fund Management, LLC18,000$129.5 萬4.58%
Revisor Wealth Management LLC14,106$101.5 萬0.45%
Meitav Dash Investments Ltd14,050$101.1 萬0.02%
ZEGA Investments, LLC11,230$80.8 萬0.24%
Sweeney & Michel, LLC9,793$65.6 萬0.29%
Diligent Investors, LLC8,819$63.5 萬0.15%
3EDGE Asset Management, LP8,180$58.9 萬0.04%
Beaumont Capital Management, LLC7,939$57.1 萬0.42%
FRG Family Wealth Advisors LLC7,540$54.3 萬0.10%
Vanguard Capital Wealth Advisors7,475$53.8 萬0.66%
Matauro, LLC7,368$53.0 萬0.11%
Abundance Wealth Counselors7,010$50.5 萬0.11%
Signal Advisors Wealth, LLC6,725$48.4 萬0.05%
Global View Capital Management LLC6,562$47.2 萬0.17%
Greenberg Financial Group7,241$42.7 萬0.18%
FineMark National Bank & Trust5,851$42.1 萬0.02%
Robinswood Financial LLC5,486$39.5 萬0.15%
J.W. Cole Advisors, Inc.5,407$38.9 萬0.01%
Wealth Preservation Advisors, LLC5,236$37.7 萬0.27%
Dudley Capital Management, LLC5,132$36.9 萬0.20%
Adviser Investments LLC5,110$36.8 萬0.00%
Two Sigma Securities, LLC4,944$35.6 萬0.05%
Instrumental Wealth, LLC4,270$35.6 萬0.32%
Retirement Income Solutions, Inc4,919$35.4 萬0.07%
Navellier & Associates Inc3,213$26.5 萬0.04%
Claro Advisors LLC3,666$26.4 萬0.04%
Hilltop Holdings Inc.3,623$26.1 萬0.02%
RPg Family Wealth Advisory, LLC3,611$26.0 萬0.07%
Pine Valley Investments Ltd Liability Co3,518$25.3 萬0.02%
Well Done, LLC3,100$25.3 萬0.05%
Atria Investments LLC3,501$25.2 萬0.00%
Anson Capital, Inc.3,454$24.9 萬0.21%
Park Edge Advisors, LLC3,385$24.4 萬0.07%
KPP Advisory Services LLC3,022$21.7 萬0.04%
Hobbs Group Advisors, LLC3,008$21.7 萬0.08%
McMill Wealth Management2,928$21.1 萬0.08%
Pennsylvania Capital Management Inc2,922$21.0 萬0.08%
Howe & Rusling Inc2,875$20.7 萬0.02%
Perigon Wealth Management, LLC2,860$20.6 萬0.01%
Appleton Partners Inc2,825$20.3 萬0.02%
TFB Advisors LLC2,818$20.3 萬0.06%
Baring Financial LLC2,792$20.1 萬0.17%
Opal Wealth Advisors, LLC2,500$18.0 萬0.06%
Coldstream Capital Management Inc2,361$17.0 萬0.00%
Presidio Capital Management, LLC1,900$13.7 萬0.06%
Stone House Investment Management, LLC1,832$13.2 萬0.03%
Icon Wealth Advisors, LLC1,518$10.9 萬0.01%
Bryn Mawr Trust Co866$6.23 萬0.00%
Truvestments Capital LLC609$4.38 萬0.01%
Painted Porch Advisors LLC272$1.96 萬0.01%
Harbour Investments, Inc.200$1.44 萬0.00%
NBC Securities, Inc.185$1.30 萬0.00%
Garde Capital, Inc.90$6,4780.00%
Ruedi Wealth Management, Inc.89$6,4050.00%
Glassman Wealth Services81$5,8300.00%
Vision Financial Markets LLC70$5,0380.01%
Rossby Financial, LCC57$4,7890.00%
GHP Investment Advisors, Inc.33$2,3760.00%
Pandora Wealth, Inc.20$1,4390.00%
Concord Wealth Partners17$1,2500.00%
TD Capital Management LLC10$7200.00%
N.E.W. Advisory Services LLC10$7200.00%
TSFG, LLC4$00.00%

清倉機構(60 家)

2024 年第 4 季季末持有 Fidelity Wise Origin Bitcoin Fund、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 FBTC 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Bracebridge Capital, LLC3,968,000$3.24 億
Boothbay Fund Management, LLC686,972$5,604 萬
ExodusPoint Capital Management, LP419,000$3,418 萬
Discovery Capital Management, LLC403,500$3,292 萬
Hunting Hill Global Capital, LLC380,495$3,104 萬
Ovata Capital Management Ltd336,658$2,754 萬
Kedalion Capital Management LLP216,103$1,763 萬
Renaissance Technologies LLC59,200$483.0 萬
Panoramic Capital, LLC48,354$394.5 萬
Empowered Funds, LLC46,906$382.7 萬
Boston Private Wealth LLC42,309$345.2 萬
Graham Capital Management, L.P.35,000$285.5 萬
Guild Investment Management, Inc.30,216$246.5 萬
Weil Company, Inc.17,220$140.5 萬
Lionsbridge Wealth Management LLC15,208$124.1 萬
Johnson Investment Counsel Inc11,091$90.5 萬
Eschler Asset Management LLP10,000$81.6 萬
Bleakley Financial Group, LLC8,680$70.8 萬
Kercheville Advisors, LLC8,000$65.3 萬
Primoris Wealth Advisors, LLC6,295$51.4 萬
Fedenia Advisers LLC5,948$48.5 萬
Laidlaw Wealth Management LLC5,509$44.9 萬
Reyes Financial Architecture, Inc.4,455$36.3 萬
Fairvoy Private Wealth, LLC4,322$35.3 萬
Silver Oak Securities, Inc4,091$33.7 萬
Walleye Capital LLC3,980$32.5 萬
Wolverine Trading, LLC3,785$31.2 萬
180 Wealth Advisors, LLC3,430$28.0 萬
Jump Financial, LLC3,339$27.2 萬
Regency Capital Management Inc.3,316$27.1 萬
Transcend Wealth Collective, LLC3,200$26.1 萬
Gilman Hill Asset Management, LLC3,195$26.1 萬
Raleigh Capital Management Inc.3,080$25.1 萬
Juncture Wealth Strategies, LLC2,769$22.6 萬
Visionary Wealth Advisors2,744$22.4 萬
Smith Anglin Financial, LLC2,708$22.1 萬
Cobblestone Asset Management LLC2,704$22.1 萬
Leo Wealth, LLC2,636$21.5 萬
Grimes & Company, Inc.2,624$21.4 萬
Buckley Wealth Management, LLC2,610$21.3 萬
Calamos Wealth Management LLC2,500$20.4 萬
Alan B. Lancz & Associates, Inc.2,500$20.4 萬
Able Wealth Management LLC2,500$20.4 萬
Broadway Wealth Solutions, Inc.2,458$20.1 萬
Sugar Maple Asset Management, LLC1,905$15.5 萬
Pathway Financial Advisers, LLC1,622$13.2 萬
Cornerstone Planning Group LLC1,160$10.3 萬
Hantz Financial Services, Inc.880$7.20 萬
Synergy Financial Management, LLC1,253$6.96 萬
Live Oak Investment Partners–$6.80 萬
Bogart Wealth, LLC395$3.22 萬
Colonial Trust Advisors300$2.45 萬
Group One Trading, L.P.272$2.22 萬
Castleview Partners, LLC128$1.09 萬
Belvedere Trading LLC122$9,953
Tower Research Capital LLC (TRC)85$6,934
Global Wealth Strategies & Associates39$3,182
Caitlin John, LLC25$2,040
Battery Global Advisors, LLC24$1,938
Crowley Wealth Management, Inc.5$408

尚未申報 2025 年第 1 季的機構(9 家)

2024 年第 4 季季末持有 Fidelity Wise Origin Bitcoin Fund、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 FBTC、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Lakeview Capital Partners, LLC34,154$278.6 萬
Executive Wealth Management, LLC28,200$230.1 萬
Edge Capital Group, LLC26,515$216.3 萬
Global Retirement Partners, LLC25,823$210.7 萬
Lake Street Advisors Group, LLC4,790$39.1 萬
Strategic Wealth Partners, Ltd.3,377$28.4 萬
Southern Style Financial, Inc.2,792$22.8 萬
WR Wealth Planners, LLC593$4.84 萬
Financial Gravity Companies, Inc.512$4.18 萬