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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 25,712 | $185.0 萬 | 0.19% | +2,472+10.6% | 加碼 |
| Abound Wealth Management | 25,780 | $185.5 萬 | 0.62% | +59+0.2% | 加碼 |
| Brown Brothers Harriman & Co | 26,299 | $189.3 萬 | 0.01% | 00.0% | 不變 |
| Financial Designs Corp | 26,443 | $190.3 萬 | 1.33% | +1,045+4.1% | 加碼 |
| Childress Capital Advisors, LLC | 26,586 | $191.3 萬 | 0.55% | 00.0% | 不變 |
| Libra Wealth LLC | 27,492 | $197.9 萬 | 0.74% | −9,087−24.8% | 減碼 |
| Sepio Capital, LP | 27,762 | $199.8 萬 | 0.16% | −6,163−18.2% | 減碼 |
| Camelot Portfolios, LLC | 28,205 | $203.0 萬 | 1.26% | +28,205 | 新進 |
| Stratos Wealth Advisors, LLC | 28,350 | $204.0 萬 | 0.11% | +111+0.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 30,494 | $204.3 萬 | 0.00% | +3,806+14.3% | 加碼 |
| Firestone Capital Management | 29,059 | $209.1 萬 | 0.55% | +2,721+10.3% | 加碼 |
| EP Wealth Advisors, LLC | 29,450 | $212.0 萬 | 0.02% | +5,807+24.6% | 加碼 |
| DecisionMap Wealth Management, LLC | 30,213 | $217.4 萬 | 1.65% | +10,858+56.1% | 加碼 |
| Archetype Wealth Partners | 30,224 | $217.5 萬 | 0.32% | +4,156+15.9% | 加碼 |
| Bank of America Corp | 30,298 | $218.1 萬 | 0.00% | −948−3.0% | 減碼 |
| PTM Wealth Management, LLC | 32,613 | $218.5 萬 | 2.30% | +32,613 | 新進 |
| Promethium Advisors,llc | 30,517 | $219.6 萬 | 1.41% | +25,385+494.6% | 加碼 |
| Integrated Wealth Concepts LLC | 31,077 | $223.7 萬 | 0.03% | +6,748+27.7% | 加碼 |
| SCS Capital Management LLC | 31,305 | $225.3 萬 | 0.03% | +31,305 | 新進 |
| Old Mission Capital LLC | 32,443 | $233.5 萬 | 0.05% | −12,441−27.7% | 減碼 |
| Eaton Financial Holdings Company, LLC | 32,557 | $234.3 萬 | 0.97% | −12,416−27.6% | 減碼 |
| Rpo LLC | 32,597 | $234.6 萬 | 4.69% | −124,683−79.3% | 減碼 |
| Avantax Advisory Services, Inc. | 32,701 | $235.3 萬 | 0.01% | +28,334+648.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,692 | $242.5 萬 | 0.09% | +521+1.6% | 加碼 |
| Arbor Capital Management Inc | 33,556 | $250.4 萬 | 2.43% | +3,162+10.4% | 加碼 |
| Colony Group, LLC | 36,186 | $260.4 萬 | 0.01% | +306+0.9% | 加碼 |
| Peregrine Asset Advisers, Inc. | 36,413 | $262.1 萬 | 0.98% | +1,743+5.0% | 加碼 |
| Valeo Financial Advisors, LLC | 36,720 | $264.3 萬 | 0.07% | +16,168+78.7% | 加碼 |
| SMART Wealth LLC | 36,753 | $264.5 萬 | 0.95% | +3,589+10.8% | 加碼 |
| MML Investors Services, LLC | 37,007 | $266.3 萬 | 0.01% | +37,007 | 新進 |
| Innovative Advisory Group, LLC | 37,060 | $266.7 萬 | 2.53% | +19+0.1% | 加碼 |
| Haven Private, LLC | 37,377 | $269.0 萬 | 1.52% | +3,624+10.7% | 加碼 |
| GWM Advisors LLC | 38,461 | $276.8 萬 | 0.02% | −37,082−49.1% | 減碼 |
| Evexia Wealth LLC | 38,526 | $277.0 萬 | 1.01% | +483+1.3% | 加碼 |
| SFMG, LLC | 38,540 | $277.4 萬 | 0.22% | +1,178+3.2% | 加碼 |
| Vista Investment Partners II, LLC | 38,612 | $277.9 萬 | 1.54% | +1,504+4.1% | 加碼 |
| Avaii Wealth Management, LLC | 39,519 | $284.4 萬 | 1.52% | +3,700+10.3% | 加碼 |
| Panoramic Investment Advisors, LLC | 39,872 | $287.0 萬 | 1.94% | +661+1.7% | 加碼 |
| CMG Global Holdings, LLC | 36,090 | $295.1 萬 | 1.92% | +9,242+34.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 41,082 | $295.7 萬 | 0.01% | +2,920+7.7% | 加碼 |
| Nwam LLC | 42,858 | $308.4 萬 | 0.27% | −903−2.1% | 減碼 |
| Lido Advisors, LLC | 42,911 | $308.8 萬 | 0.02% | −1,486−3.3% | 減碼 |
| Am Investment Strategies LLC | 45,216 | $325.4 萬 | 0.79% | +2,101+4.9% | 加碼 |
| Mutual Advisors, LLC | 39,658 | $330.4 萬 | 0.09% | +29,287+282.4% | 加碼 |
| Fiduciary Alliance LLC | 46,363 | $333.7 萬 | 0.33% | −557−1.2% | 減碼 |
| Milestone Asset Management Group, LLC | 48,817 | $351.3 萬 | 3.18% | +1,540+3.3% | 加碼 |
| Farringdon Capital, Ltd. | 49,816 | $358.5 萬 | 1.81% | +24,124+93.9% | 加碼 |
| PYA Waltman Capital, LLC | 50,229 | $361.5 萬 | 1.14% | +4,898+10.8% | 加碼 |
| First Trust Advisors LP | 52,089 | $374.9 萬 | 0.00% | +2,177+4.4% | 加碼 |
| Cambridge Advisors Inc. | 52,176 | $375.5 萬 | 0.82% | +3,042+6.2% | 加碼 |
| Spire Wealth Management | 53,017 | $381.6 萬 | 0.12% | −1,941−3.5% | 減碼 |
| Smart Money Group LLC | 55,562 | $399.9 萬 | 1.36% | +3,879+7.5% | 加碼 |
| Aptus Capital Advisors, LLC | 56,063 | $403.5 萬 | 0.05% | +25,497+83.4% | 加碼 |
| CI Private Wealth, LLC | 58,130 | $418.4 萬 | 0.01% | −21,529−27.0% | 減碼 |
| Avenir Tech Ltd | 58,627 | $421.9 萬 | 0.57% | +6,083+11.6% | 加碼 |
| Beaird Harris Wealth Management, LLC | 59,697 | $429.6 萬 | 0.37% | −671−1.1% | 減碼 |
| TownSquare Capital, LLC | 60,390 | $434.6 萬 | 0.05% | +2,658+4.6% | 加碼 |
| Park Avenue Securities LLC | 61,401 | $441.9 萬 | 0.05% | +17,436+39.7% | 加碼 |
| Lindbrook Capital, LLC | 61,837 | $445.0 萬 | 0.41% | +58,667+1,850.7% | 加碼 |
| SevenBridge Financial Group, LLC | 50,094 | $445.4 萬 | 0.88% | +16,323+48.3% | 加碼 |
| Altfest L J & Co Inc | 64,183 | $461.9 萬 | 0.58% | −14,763−18.7% | 減碼 |
| Beck Capital Management, LLC | 64,811 | $466.4 萬 | 1.37% | +6,121+10.4% | 加碼 |
| BlackRock, Inc. | 70,971 | $510.8 萬 | 0.00% | +70,971 | 新進 |
| Bank of Montreal | 71,753 | $516.4 萬 | 0.00% | −7,210−9.1% | 減碼 |
| Advisory Services Network, LLC | 72,050 | $518.5 萬 | 0.10% | +42,316+142.3% | 加碼 |
| Mad River Investors | 75,053 | $540.2 萬 | 2.29% | −1,245−1.6% | 減碼 |
| US Bancorp | 76,264 | $548.9 萬 | 0.01% | +453+0.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 77,230 | $555.8 萬 | 0.21% | −25,649−24.9% | 減碼 |
| Pasadena Private Wealth, LLC | 78,811 | $567.2 萬 | 1.09% | +2,713+3.6% | 加碼 |
| CWM, LLC | 79,217 | $570.1 萬 | 0.02% | +30,878+63.9% | 加碼 |
| Sowell Financial Services LLC | 80,073 | $576.3 萬 | 0.26% | +7,226+9.9% | 加碼 |
| Citrine Capital LLC | 80,485 | $579.3 萬 | 3.62% | +9,288+13.0% | 加碼 |
| Copperleaf Capital, LLC | 80,569 | $579.9 萬 | 3.47% | +25,049+45.1% | 加碼 |
| Courage Capital Management LLC | 81,321 | $585.3 萬 | 11.95% | +11,450+16.4% | 加碼 |
| Integrated Advisors Network LLC | 84,130 | $605.5 萬 | 0.31% | +1,557+1.9% | 加碼 |
| Kingswood Wealth Advisors, LLC | 84,215 | $606.1 萬 | 0.55% | +2,606+3.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 84,404 | $607.5 萬 | 0.10% | +8,357+11.0% | 加碼 |
| Brookstone Capital Management | 86,512 | $622.6 萬 | 0.09% | +228+0.3% | 加碼 |
| Modus Advisors, LLC | 89,030 | $640.7 萬 | 2.10% | −840−0.9% | 減碼 |
| QTR Family Wealth, LLC | 89,087 | $641.2 萬 | 4.83% | +89,087 | 新進 |
| Alamea Verwaltungs GmbH | 94,371 | $679.2 萬 | 5.87% | +94,371 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 95,247 | $685.5 萬 | 0.02% | +470.0% | 加碼 |
| Virtu Financial LLC | 95,958 | $690.6 萬 | 0.38% | +89,741+1,443.5% | 加碼 |
| Senator Investment Group LP | 97,041 | $698.4 萬 | 0.37% | +50,539+108.7% | 加碼 |
| Traynor Capital Management, Inc. | 97,549 | $702.1 萬 | 0.59% | +68,288+233.4% | 加碼 |
| Ieq Capital, LLC | 102,927 | $740.8 萬 | 0.06% | +42,719+71.0% | 加碼 |
| Fiduciary Trust Co | 105,171 | $756.9 萬 | 0.10% | +20,224+23.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 105,272 | $757.6 萬 | 0.01% | +16,092+18.0% | 加碼 |
| Allegheny Financial Group LTD | 105,484 | $759.2 萬 | 1.95% | +36,738+53.4% | 加碼 |
| Citadel Advisors LLC | 111,035 | $799.1 萬 | 0.01% | +51,127+85.3% | 加碼 |
| DRW Securities, LLC | 112,409 | $809.0 萬 | 0.69% | +87,872+358.1% | 加碼 |
| Flow Traders U.S. LLC | 114,799 | $826.2 萬 | 0.35% | −96,244−45.6% | 減碼 |
| Simplex Trading, LLC | 119,045 | $856.7 萬 | 0.30% | −44,699−27.3% | 減碼 |
| Creative Planning | 119,367 | $859.1 萬 | 0.01% | +4,424+3.8% | 加碼 |
| Newtyn Management, LLC | 120,200 | $865.1 萬 | 1.37% | 00.0% | 不變 |
| StoneX Group Inc. | 124,192 | $893.8 萬 | 0.49% | +656+0.5% | 加碼 |
| Cetera Investment Advisers | 132,209 | $951.5 萬 | 0.02% | +41,900+46.4% | 加碼 |
| Heck Capital Advisors, LLC | 132,735 | $955.3 萬 | 1.07% | −14,199−9.7% | 減碼 |
| Parcion Private Wealth LLC | 137,636 | $990.6 萬 | 0.81% | −14,385−9.5% | 減碼 |
| Consolidated Portfolio Review Corp | 140,818 | $1,013 萬 | 1.62% | +12,733+9.9% | 加碼 |