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 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2025/3/31 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
- 535
- 較 2024 年第 4 季 +13 家
- 持有股數
- 4,914 萬
- 較 2024 年第 4 季 −1,108 萬 (−18.4%)
- 總市值
- $35.4 億
- 較 2024 年第 4 季 −$13.7 億 (−28.0%)
- 新進機構
- 73
- 另有 266 家加碼
- 清倉機構
- 60
- 另有 105 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clientfirst Wealth Management, LLC | 4,808 | $34.6 萬 | 0.39% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 4,836 | $34.8 萬 | 0.03% | −428−8.1% | 減碼 |
| Wealth Effects LLC | 4,885 | $35.2 萬 | 0.15% | +2,070+73.5% | 加碼 |
| Retirement Income Solutions, Inc | 4,919 | $35.4 萬 | 0.07% | +4,919 | 新進 |
| Proficio Capital Partners LLC | 4,921 | $35.4 萬 | 0.03% | −2,477−33.5% | 減碼 |
| Instrumental Wealth, LLC | 4,270 | $35.6 萬 | 0.32% | +4,270 | 新進 |
| Two Sigma Securities, LLC | 4,944 | $35.6 萬 | 0.05% | +4,944 | 新進 |
| IVC Wealth Advisors LLC | 5,002 | $36.0 萬 | 0.19% | +1,202+31.6% | 加碼 |
| Adviser Investments LLC | 5,110 | $36.8 萬 | 0.00% | +5,110 | 新進 |
| Dudley Capital Management, LLC | 5,132 | $36.9 萬 | 0.20% | +5,132 | 新進 |
| Smallwood Wealth Investment Management, LLC | 5,146 | $37.0 萬 | 0.23% | 00.0% | 不變 |
| AMG National Trust Bank | 5,205 | $37.5 萬 | 0.01% | +1,090+26.5% | 加碼 |
| Guidance Point Advisors, LLC | 5,212 | $37.5 萬 | 0.11% | −596−10.3% | 減碼 |
| Wealth Preservation Advisors, LLC | 5,236 | $37.7 萬 | 0.27% | +5,236 | 新進 |
| Congress Wealth Management LLC | 5,169 | $37.9 萬 | 0.00% | +1,228+31.2% | 加碼 |
| Chicago Capital, LLC | 5,309 | $38.2 萬 | 0.01% | +652+14.0% | 加碼 |
| Cardiff Park Advisors, LLC | 5,325 | $38.3 萬 | 0.04% | +325+6.5% | 加碼 |
| Epiq Partners, LLC | 5,334 | $38.4 萬 | 0.20% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 5,339 | $38.4 萬 | 0.02% | +2,355+78.9% | 加碼 |
| KFG Wealth Management, LLC | 5,378 | $38.7 萬 | 0.07% | +1,903+54.8% | 加碼 |
| Cascade Financial Partners, LLC | 5,382 | $38.7 萬 | 0.05% | +1,632+43.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,407 | $38.9 萬 | 0.01% | +5,407 | 新進 |
| Founders Financial Securities LLC | 4,713 | $39.0 萬 | 0.03% | +972+26.0% | 加碼 |
| Robinswood Financial LLC | 5,486 | $39.5 萬 | 0.15% | +5,486 | 新進 |
| Sage Mountain Advisors LLC | 5,503 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Savant Capital, LLC | 5,540 | $39.9 萬 | 0.00% | −1,203−17.8% | 減碼 |
| Warren Averett Asset Management, LLC | 5,612 | $40.4 萬 | 0.00% | +427+8.2% | 加碼 |
| RFG Advisory, LLC | 5,616 | $40.4 萬 | 0.01% | −30,727−84.5% | 減碼 |
| Wealth Alliance | 5,629 | $40.5 萬 | 0.05% | +1,433+34.2% | 加碼 |
| Waldron Private Wealth LLC | 5,630 | $40.5 萬 | 0.02% | −545−8.8% | 減碼 |
| Independent Financial Group, LLC | 5,653 | $40.7 萬 | 0.01% | −2,614−31.6% | 減碼 |
| Central Trust Co | 5,722 | $41.2 萬 | 0.01% | +238+4.3% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,791 | $41.7 萬 | 0.00% | −90−1.5% | 減碼 |
| FineMark National Bank & Trust | 5,851 | $42.1 萬 | 0.02% | +5,851 | 新進 |
| Greenberg Financial Group | 7,241 | $42.7 萬 | 0.18% | +7,241 | 新進 |
| United Capital Financial Advisers, LLC | 5,967 | $42.9 萬 | 0.00% | +1,245+26.4% | 加碼 |
| Whittier Trust Co | 6,000 | $43.2 萬 | 0.01% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 6,050 | $43.5 萬 | 0.02% | 00.0% | 不變 |
| Intellectus Partners, LLC | 6,050 | $43.5 萬 | 0.11% | +520+9.4% | 加碼 |
| Chilton Investment Co LLC | 6,056 | $43.6 萬 | 0.01% | +1,180+24.2% | 加碼 |
| Wedmont Private Capital | 6,049 | $44.3 萬 | 0.02% | +2,578+74.3% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 6,177 | $44.5 萬 | 0.06% | +470+8.2% | 加碼 |
| Clear Creek Financial Management, LLC | 6,225 | $44.8 萬 | 0.05% | +2,489+66.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 6,331 | $45.5 萬 | 0.03% | +175+2.8% | 加碼 |
| Insigneo Advisory Services, LLC | 6,335 | $45.6 萬 | 0.05% | +2,943+86.8% | 加碼 |
| Ethos Financial Group, LLC | 5,595 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 6,384 | $45.9 萬 | 0.18% | −490−7.1% | 減碼 |
| Brighton Jones LLC | 6,394 | $46.0 萬 | 0.01% | +2,440+61.7% | 加碼 |
| IFP Advisors, Inc | 6,394 | $46.0 萬 | 0.01% | +2,667+71.6% | 加碼 |
| Joel Isaacson & Co., LLC | 6,442 | $46.4 萬 | 0.02% | +300+4.9% | 加碼 |
| Tectonic Advisors LLC | 6,444 | $46.4 萬 | 0.03% | +672+11.6% | 加碼 |
| Financial Sense Advisors, Inc. | 6,500 | $46.8 萬 | 0.13% | −1,000−13.3% | 減碼 |
| We Are One Seven, LLC | 6,524 | $47.0 萬 | 0.02% | +1,173+21.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,560 | $47.2 萬 | 0.00% | +257+4.1% | 加碼 |
| Global View Capital Management LLC | 6,562 | $47.2 萬 | 0.17% | +6,562 | 新進 |
| Moors & Cabot, Inc. | 6,599 | $47.5 萬 | 0.02% | −3,544−34.9% | 減碼 |
| Signal Advisors Wealth, LLC | 6,725 | $48.4 萬 | 0.05% | +6,725 | 新進 |
| Wealthspire Advisors, LLC | 6,817 | $49.1 萬 | 0.00% | −5−0.1% | 減碼 |
| Resources Investment Advisors, LLC. | 6,855 | $49.3 萬 | 0.01% | +2,513+57.9% | 加碼 |
| Sandbox Financial Partners, LLC | 6,886 | $49.6 萬 | 0.17% | +3,972+136.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 6,950 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Vantage Financial Partners, LLC | 6,950 | $50.0 萬 | 0.12% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 7,000 | $50.4 萬 | 0.02% | +2,000+40.0% | 加碼 |
| Abundance Wealth Counselors | 7,010 | $50.5 萬 | 0.11% | +7,010 | 新進 |
| BCJ Capital Management, LLC | 7,188 | $51.7 萬 | 0.04% | −5−0.1% | 減碼 |
| Peloton Wealth Strategists | 7,317 | $52.7 萬 | 0.22% | +1,312+21.8% | 加碼 |
| Willis Johnson & Associates, Inc. | 7,329 | $52.7 萬 | 0.04% | +434+6.3% | 加碼 |
| Berger Financial Group, Inc | 7,362 | $53.0 萬 | 0.04% | 00.0% | 不變 |
| Matauro, LLC | 7,368 | $53.0 萬 | 0.11% | +7,368 | 新進 |
| Stonegate Investment Group, LLC | 7,372 | $53.1 萬 | 0.01% | +80+1.1% | 加碼 |
| Larson Financial Group LLC | 7,443 | $53.6 萬 | 0.03% | +612+9.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 7,475 | $53.8 萬 | 0.66% | +7,475 | 新進 |
| FRG Family Wealth Advisors LLC | 7,540 | $54.3 萬 | 0.10% | +7,540 | 新進 |
| Running Point Capital Advisors, LLC | 7,634 | $54.9 萬 | 0.17% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 7,492 | $55.6 萬 | 0.01% | +1,423+23.4% | 加碼 |
| LBMC Investment Advisors, LLC | 7,745 | $55.7 萬 | 0.04% | 00.0% | 不變 |
| Wesbanco Bank Inc | 7,798 | $56.1 萬 | 0.02% | +1,555+24.9% | 加碼 |
| Chicago Partners Investment Group LLC | 6,738 | $56.6 萬 | 0.02% | +222+3.4% | 加碼 |
| Vestor Capital, LLC | 7,919 | $57.0 萬 | 0.05% | +2,530+46.9% | 加碼 |
| Beaumont Capital Management, LLC | 7,939 | $57.1 萬 | 0.42% | +7,939 | 新進 |
| Associated Banc-Corp | 7,942 | $57.2 萬 | 0.02% | −1,250−13.6% | 減碼 |
| AdvisorNet Financial, Inc | 7,976 | $57.4 萬 | 0.04% | +977+14.0% | 加碼 |
| Rothschild Investment LLC | 8,000 | $57.6 萬 | 0.04% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 7,787 | $57.7 萬 | 0.00% | 00.0% | 不變 |
| Equitable Trust Co | 8,051 | $57.9 萬 | 0.03% | +2,500+45.0% | 加碼 |
| Wealth Group Ltd | 8,053 | $58.0 萬 | 0.17% | +5,056+168.7% | 加碼 |
| Capital Investment Advisors, LLC | 8,114 | $58.4 萬 | 0.01% | −13,272−62.1% | 減碼 |
| 3EDGE Asset Management, LP | 8,180 | $58.9 萬 | 0.04% | +8,180 | 新進 |
| Betterment LLC | 8,225 | $59.2 萬 | 0.00% | +2,112+34.5% | 加碼 |
| L.M. Kohn & Company | 8,245 | $59.3 萬 | 0.16% | +5,110+163.0% | 加碼 |
| Werba Rubin Papier Wealth Management | 8,334 | $60.0 萬 | 0.13% | 00.0% | 不變 |
| Cantor Fitzgerald, L. P. | 8,368 | $60.2 萬 | 0.02% | +3,381+67.8% | 加碼 |
| GWN Securities Inc. | 8,435 | $60.7 萬 | 0.03% | +4,073+93.4% | 加碼 |
| GR Financial Group, LLC | 8,714 | $62.7 萬 | 0.10% | +1,663+23.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,778 | $63.2 萬 | 0.02% | +177+2.1% | 加碼 |
| Timber Creek Capital Management LLC | 8,778 | $63.2 萬 | 0.17% | +87+1.0% | 加碼 |
| Diligent Investors, LLC | 8,819 | $63.5 萬 | 0.15% | +8,819 | 新進 |
| Wealth Quarterback LLC | 8,846 | $63.7 萬 | 0.36% | +1,942+28.1% | 加碼 |
| Change Path, LLC | 8,912 | $64.1 萬 | 0.02% | +4,533+103.5% | 加碼 |
| Delta Investment Management, LLC | 8,948 | $64.4 萬 | 0.13% | +974+12.2% | 加碼 |