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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 8,960 | $64.5 萬 | 0.07% | +8,666+2,947.6% | 加碼 |
| Everett Harris & Co | 8,995 | $64.7 萬 | 0.01% | +13+0.1% | 加碼 |
| Sweeney & Michel, LLC | 9,793 | $65.6 萬 | 0.29% | +9,793 | 新進 |
| Kerrisdale Advisers, LLC | 9,212 | $66.3 萬 | 0.28% | −9,400−50.5% | 減碼 |
| MAI Capital Management | 9,252 | $66.6 萬 | 0.01% | +245+2.7% | 加碼 |
| Parallel Advisors, LLC | 9,260 | $66.6 萬 | 0.02% | +740+8.7% | 加碼 |
| Upper Left Wealth Management, LLC | 9,375 | $67.5 萬 | 0.48% | +2,993+46.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 9,431 | $67.9 萬 | 0.06% | +6,513+223.2% | 加碼 |
| Regatta Capital Group, LLC | 9,443 | $68.0 萬 | 0.13% | +602+6.8% | 加碼 |
| Canvas Wealth Advisors, LLC | 8,508 | $68.0 萬 | 0.17% | +3,121+57.9% | 加碼 |
| Falcon Wealth Planning | 9,493 | $68.3 萬 | 0.08% | +1,935+25.6% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 9,575 | $68.9 萬 | 0.26% | +2,409+33.6% | 加碼 |
| Westover Capital Advisors, LLC | 9,595 | $69.1 萬 | 0.15% | +2,265+30.9% | 加碼 |
| Access Financial Services, Inc. | 9,600 | $69.1 萬 | 0.28% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 9,651 | $69.5 萬 | 0.05% | +1,562+19.3% | 加碼 |
| Roman Butler Fullerton & Co | 9,542 | $70.1 萬 | 0.27% | −1,132−10.6% | 減碼 |
| National Asset Management, Inc. | 9,855 | $70.9 萬 | 0.02% | +492+5.3% | 加碼 |
| SkyView Investment Advisors, LLC | 10,000 | $72.0 萬 | 0.11% | −3,000−23.1% | 減碼 |
| Merit Financial Group, LLC | 10,091 | $72.6 萬 | 0.01% | +3,062+43.6% | 加碼 |
| JSF Financial, LLC | 10,126 | $72.9 萬 | 0.19% | −637−5.9% | 減碼 |
| Tru Independence Asset Management 2, LLC | 10,178 | $73.3 萬 | 0.55% | +861+9.2% | 加碼 |
| Verus Financial Partners, Inc. | 10,447 | $76.7 萬 | 0.09% | 00.0% | 不變 |
| Captrust Financial Advisors | 10,657 | $76.7 萬 | 0.00% | +3,914+58.0% | 加碼 |
| Daymark Wealth Partners, LLC | 10,658 | $76.7 萬 | 0.03% | +1,617+17.9% | 加碼 |
| RSM US Wealth Management LLC | 10,819 | $77.9 萬 | 0.01% | +1,001+10.2% | 加碼 |
| M. Kulyk & Associates, LLC | 10,919 | $78.6 萬 | 0.18% | +1,873+20.7% | 加碼 |
| ZEGA Investments, LLC | 11,230 | $80.8 萬 | 0.24% | +11,230 | 新進 |
| JB Capital LLC | 11,396 | $82.0 萬 | 0.05% | +3,035+36.3% | 加碼 |
| Advyzon Investment Management, LLC | 11,399 | $82.0 萬 | 0.29% | −972−7.9% | 減碼 |
| TCW Group Inc | 11,423 | $82.2 萬 | 0.01% | −4,442−28.0% | 減碼 |
| Belpointe Asset Management LLC | 11,506 | $82.8 萬 | 0.04% | +4,177+57.0% | 加碼 |
| Rahlfs Capital, LLC | 11,540 | $83.1 萬 | 0.83% | 00.0% | 不變 |
| Allworth Financial LP | 10,203 | $83.4 萬 | 0.00% | −2,927−22.3% | 減碼 |
| Samalin Investment Counsel, LLC | 11,622 | $83.6 萬 | 0.34% | +369+3.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 11,720 | $84.4 萬 | 0.02% | +5,617+92.0% | 加碼 |
| Evoke Wealth, LLC | 12,129 | $87.3 萬 | 0.02% | +2,000+19.7% | 加碼 |
| Pure Financial Advisors, Inc. | 12,157 | $87.5 萬 | 0.02% | +782+6.9% | 加碼 |
| Synergy Financial Group, LTD | 12,404 | $89.3 萬 | 0.80% | −1,124−8.3% | 減碼 |
| NTV Asset Management LLC | 12,500 | $90.0 萬 | 0.12% | 00.0% | 不變 |
| O'Neil Global Advisors, Inc. | 12,500 | $90.0 萬 | 1.70% | −7,100−36.2% | 減碼 |
| WealthPlan Investment Management, LLC | 12,548 | $90.3 萬 | 0.09% | +3,819+43.8% | 加碼 |
| Aries Wealth Management | 12,582 | $90.6 萬 | 0.25% | +2,241+21.7% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 13,021 | $93.7 萬 | 0.22% | −832−6.0% | 減碼 |
| Wellspring Financial Advisors, LLC | 13,463 | $96.9 萬 | 0.11% | 00.0% | 不變 |
| Keel Point, LLC | 13,649 | $98.2 萬 | 0.08% | +70+0.5% | 加碼 |
| Hubbell Strickland Wealth Management, LLC | 13,967 | $100.5 萬 | 0.48% | +2,380+20.5% | 加碼 |
| Tradition Wealth Management, LLC | 13,972 | $100.6 萬 | 0.09% | +82+0.6% | 加碼 |
| Inspirion Wealth Advisors, LLC | 13,974 | $100.6 萬 | 0.14% | +8,066+136.5% | 加碼 |
| Meitav Dash Investments Ltd | 14,050 | $101.1 萬 | 0.02% | +14,050 | 新進 |
| Revisor Wealth Management LLC | 14,106 | $101.5 萬 | 0.45% | +14,106 | 新進 |
| Mills Wealth Advisors LLC | 14,161 | $101.9 萬 | 0.54% | −11,502−44.8% | 減碼 |
| Coston, McIsaac & Partners | 14,267 | $102.6 萬 | 0.30% | −173−1.2% | 減碼 |
| Strata Wealth Advisors, LLC | 14,373 | $103.4 萬 | 0.32% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 14,470 | $104.1 萬 | 0.15% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 14,595 | $105.0 萬 | 0.09% | +1,022+7.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 14,821 | $106.7 萬 | 0.01% | +8,721+143.0% | 加碼 |
| AE Wealth Management LLC | 15,025 | $108.1 萬 | 0.01% | +2,916+24.1% | 加碼 |
| Mustard Seed Financial, LLC | 15,198 | $109.4 萬 | 0.88% | +10.0% | 加碼 |
| Brown Advisory Inc | 15,266 | $109.9 萬 | 0.00% | 00.0% | 不變 |
| Condor Capital Management | 15,355 | $110.5 萬 | 0.10% | −865−5.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 15,366 | $110.6 萬 | 0.02% | 00.0% | 不變 |
| Graypoint LLC | 15,466 | $111.3 萬 | 0.07% | −148−0.9% | 減碼 |
| Foundations Investment Advisors, LLC | 15,731 | $113.2 萬 | 0.02% | +6,619+72.6% | 加碼 |
| Ancora Advisors, LLC | 15,881 | $114.3 萬 | 0.03% | +1,049+7.1% | 加碼 |
| Pallas Capital Advisors LLC | 16,307 | $117.4 萬 | 0.05% | +7,296+81.0% | 加碼 |
| Cerity Partners LLC | 16,514 | $118.9 萬 | 0.00% | +2,510+17.9% | 加碼 |
| Bedel Financial Consulting, Inc. | 14,403 | $119.4 萬 | 0.17% | +193+1.4% | 加碼 |
| Almanack Investment Partners, LLC. | 16,632 | $119.7 萬 | 0.24% | −329−1.9% | 減碼 |
| Arete Wealth Advisors, LLC | 16,867 | $121.4 萬 | 0.09% | +290+1.7% | 加碼 |
| Vista Wealth Management Group, LLC | 17,252 | $124.2 萬 | 0.08% | +44+0.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 17,500 | $125.9 萬 | 0.01% | 00.0% | 不變 |
| Madison Park Capital Advisors, LLC | 17,561 | $126.4 萬 | 1.11% | +417+2.4% | 加碼 |
| Ursa Fund Management, LLC | 18,000 | $129.5 萬 | 4.58% | +18,000 | 新進 |
| Clearstead Advisors, LLC | 18,368 | $132.2 萬 | 0.02% | −100−0.5% | 減碼 |
| Life Line Wealth Management LLC | 18,478 | $133.0 萬 | 0.49% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 18,976 | $136.6 萬 | 0.01% | +5,609+42.0% | 加碼 |
| CRA Financial Services, LLC | 19,129 | $137.7 萬 | 0.24% | +5,974+45.4% | 加碼 |
| Financial Management Professionals, Inc. | 19,159 | $137.9 萬 | 0.18% | +400+2.1% | 加碼 |
| LifeGoal Wealth Advisors | 19,375 | $139.4 萬 | 1.51% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 19,669 | $141.6 萬 | 0.08% | +19,669 | 新進 |
| Nkcfo LLC | 20,000 | $143.9 萬 | 0.67% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 20,385 | $146.7 萬 | 0.07% | −20−0.1% | 減碼 |
| Basso Capital Management, L.P. | 20,500 | $147.5 萬 | 1.26% | +3,500+20.6% | 加碼 |
| GK Wealth Management LLC | 20,689 | $148.9 萬 | 1.86% | +3,681+21.6% | 加碼 |
| Vivaldi Capital Management, LLC | 20,866 | $150.2 萬 | 0.24% | +285+1.4% | 加碼 |
| NewEdge Wealth, LLC | 21,033 | $151.4 萬 | 0.03% | +376+1.8% | 加碼 |
| Mercer Global Advisors Inc | 21,117 | $152.0 萬 | 0.00% | −1,304−5.8% | 減碼 |
| LPL Financial LLC | 21,306 | $153.3 萬 | 0.00% | +5,529+35.0% | 加碼 |
| Stansberry Asset Management, LLC | 21,728 | $156.4 萬 | 0.19% | −7,297−25.1% | 減碼 |
| Highland Financial Advisors, LLC | 22,153 | $159.4 萬 | 0.57% | −650−2.9% | 減碼 |
| Ronald Blue Trust, Inc. | 22,939 | $165.1 萬 | 0.02% | +63+0.3% | 加碼 |
| Secure Asset Management, LLC | 24,002 | $172.7 萬 | 0.35% | +451+1.9% | 加碼 |
| Brinker Capital Investments, LLC | 24,100 | $173.4 萬 | 0.02% | +18,727+348.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 24,100 | $173.4 萬 | 0.02% | +18,727+348.5% | 加碼 |
| Kingsview Wealth Management, LLC | 24,146 | $173.8 萬 | 0.03% | +3,968+19.7% | 加碼 |
| Sanctuary Advisors, LLC | 24,230 | $174.4 萬 | 0.01% | +2,935+13.8% | 加碼 |
| Mission Wealth Management, LP | 24,425 | $175.8 萬 | 0.04% | +5,718+30.6% | 加碼 |
| Financial Partners Group, Inc | 24,886 | $179.1 萬 | 0.28% | −3,117−11.1% | 減碼 |
| Private Advisor Group, LLC | 25,351 | $182.5 萬 | 0.01% | +2,016+8.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 25,424 | $183.0 萬 | 0.05% | +21,105+488.7% | 加碼 |