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 |
|---|---|---|---|---|---|
| SFMG, LLC | 38,540 | $277.4 萬 | 0.22% | +1,178+3.2% | 加碼 |
| Evexia Wealth LLC | 38,526 | $277.0 萬 | 1.01% | +483+1.3% | 加碼 |
| GWM Advisors LLC | 38,461 | $276.8 萬 | 0.02% | −37,082−49.1% | 減碼 |
| Haven Private, LLC | 37,377 | $269.0 萬 | 1.52% | +3,624+10.7% | 加碼 |
| Innovative Advisory Group, LLC | 37,060 | $266.7 萬 | 2.53% | +19+0.1% | 加碼 |
| MML Investors Services, LLC | 37,007 | $266.3 萬 | 0.01% | +37,007 | 新進 |
| SMART Wealth LLC | 36,753 | $264.5 萬 | 0.95% | +3,589+10.8% | 加碼 |
| Valeo Financial Advisors, LLC | 36,720 | $264.3 萬 | 0.07% | +16,168+78.7% | 加碼 |
| Peregrine Asset Advisers, Inc. | 36,413 | $262.1 萬 | 0.98% | +1,743+5.0% | 加碼 |
| Colony Group, LLC | 36,186 | $260.4 萬 | 0.01% | +306+0.9% | 加碼 |
| Arbor Capital Management Inc | 33,556 | $250.4 萬 | 2.43% | +3,162+10.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,692 | $242.5 萬 | 0.09% | +521+1.6% | 加碼 |
| Avantax Advisory Services, Inc. | 32,701 | $235.3 萬 | 0.01% | +28,334+648.8% | 加碼 |
| Rpo LLC | 32,597 | $234.6 萬 | 4.69% | −124,683−79.3% | 減碼 |
| Eaton Financial Holdings Company, LLC | 32,557 | $234.3 萬 | 0.97% | −12,416−27.6% | 減碼 |
| Old Mission Capital LLC | 32,443 | $233.5 萬 | 0.05% | −12,441−27.7% | 減碼 |
| SCS Capital Management LLC | 31,305 | $225.3 萬 | 0.03% | +31,305 | 新進 |
| Integrated Wealth Concepts LLC | 31,077 | $223.7 萬 | 0.03% | +6,748+27.7% | 加碼 |
| Promethium Advisors,llc | 30,517 | $219.6 萬 | 1.41% | +25,385+494.6% | 加碼 |
| PTM Wealth Management, LLC | 32,613 | $218.5 萬 | 2.30% | +32,613 | 新進 |
| Bank of America Corp | 30,298 | $218.1 萬 | 0.00% | −948−3.0% | 減碼 |
| Archetype Wealth Partners | 30,224 | $217.5 萬 | 0.32% | +4,156+15.9% | 加碼 |
| DecisionMap Wealth Management, LLC | 30,213 | $217.4 萬 | 1.65% | +10,858+56.1% | 加碼 |
| EP Wealth Advisors, LLC | 29,450 | $212.0 萬 | 0.02% | +5,807+24.6% | 加碼 |
| Firestone Capital Management | 29,059 | $209.1 萬 | 0.55% | +2,721+10.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 30,494 | $204.3 萬 | 0.00% | +3,806+14.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 28,350 | $204.0 萬 | 0.11% | +111+0.4% | 加碼 |
| Camelot Portfolios, LLC | 28,205 | $203.0 萬 | 1.26% | +28,205 | 新進 |
| Sepio Capital, LP | 27,762 | $199.8 萬 | 0.16% | −6,163−18.2% | 減碼 |
| Libra Wealth LLC | 27,492 | $197.9 萬 | 0.74% | −9,087−24.8% | 減碼 |
| Childress Capital Advisors, LLC | 26,586 | $191.3 萬 | 0.55% | 00.0% | 不變 |
| Financial Designs Corp | 26,443 | $190.3 萬 | 1.33% | +1,045+4.1% | 加碼 |
| Brown Brothers Harriman & Co | 26,299 | $189.3 萬 | 0.01% | 00.0% | 不變 |
| Abound Wealth Management | 25,780 | $185.5 萬 | 0.62% | +59+0.2% | 加碼 |
| First Heartland Consultants, Inc. | 25,712 | $185.0 萬 | 0.19% | +2,472+10.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 25,424 | $183.0 萬 | 0.05% | +21,105+488.7% | 加碼 |
| Private Advisor Group, LLC | 25,351 | $182.5 萬 | 0.01% | +2,016+8.6% | 加碼 |
| Financial Partners Group, Inc | 24,886 | $179.1 萬 | 0.28% | −3,117−11.1% | 減碼 |
| Mission Wealth Management, LP | 24,425 | $175.8 萬 | 0.04% | +5,718+30.6% | 加碼 |
| Sanctuary Advisors, LLC | 24,230 | $174.4 萬 | 0.01% | +2,935+13.8% | 加碼 |
| Kingsview Wealth Management, LLC | 24,146 | $173.8 萬 | 0.03% | +3,968+19.7% | 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 |
| Secure Asset Management, LLC | 24,002 | $172.7 萬 | 0.35% | +451+1.9% | 加碼 |
| Ronald Blue Trust, Inc. | 22,939 | $165.1 萬 | 0.02% | +63+0.3% | 加碼 |
| Highland Financial Advisors, LLC | 22,153 | $159.4 萬 | 0.57% | −650−2.9% | 減碼 |
| Stansberry Asset Management, LLC | 21,728 | $156.4 萬 | 0.19% | −7,297−25.1% | 減碼 |
| LPL Financial LLC | 21,306 | $153.3 萬 | 0.00% | +5,529+35.0% | 加碼 |
| Mercer Global Advisors Inc | 21,117 | $152.0 萬 | 0.00% | −1,304−5.8% | 減碼 |
| NewEdge Wealth, LLC | 21,033 | $151.4 萬 | 0.03% | +376+1.8% | 加碼 |
| Vivaldi Capital Management, LLC | 20,866 | $150.2 萬 | 0.24% | +285+1.4% | 加碼 |
| GK Wealth Management LLC | 20,689 | $148.9 萬 | 1.86% | +3,681+21.6% | 加碼 |
| Basso Capital Management, L.P. | 20,500 | $147.5 萬 | 1.26% | +3,500+20.6% | 加碼 |
| Meridian Wealth Management, LLC | 20,385 | $146.7 萬 | 0.07% | −20−0.1% | 減碼 |
| Nkcfo LLC | 20,000 | $143.9 萬 | 0.67% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 19,669 | $141.6 萬 | 0.08% | +19,669 | 新進 |
| LifeGoal Wealth Advisors | 19,375 | $139.4 萬 | 1.51% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 19,159 | $137.9 萬 | 0.18% | +400+2.1% | 加碼 |
| CRA Financial Services, LLC | 19,129 | $137.7 萬 | 0.24% | +5,974+45.4% | 加碼 |
| Pathstone Holdings, LLC | 18,976 | $136.6 萬 | 0.01% | +5,609+42.0% | 加碼 |
| Life Line Wealth Management LLC | 18,478 | $133.0 萬 | 0.49% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 18,368 | $132.2 萬 | 0.02% | −100−0.5% | 減碼 |
| Ursa Fund Management, LLC | 18,000 | $129.5 萬 | 4.58% | +18,000 | 新進 |
| Madison Park Capital Advisors, LLC | 17,561 | $126.4 萬 | 1.11% | +417+2.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 17,500 | $125.9 萬 | 0.01% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 17,252 | $124.2 萬 | 0.08% | +44+0.3% | 加碼 |
| Arete Wealth Advisors, LLC | 16,867 | $121.4 萬 | 0.09% | +290+1.7% | 加碼 |
| Almanack Investment Partners, LLC. | 16,632 | $119.7 萬 | 0.24% | −329−1.9% | 減碼 |
| Bedel Financial Consulting, Inc. | 14,403 | $119.4 萬 | 0.17% | +193+1.4% | 加碼 |
| Cerity Partners LLC | 16,514 | $118.9 萬 | 0.00% | +2,510+17.9% | 加碼 |
| Pallas Capital Advisors LLC | 16,307 | $117.4 萬 | 0.05% | +7,296+81.0% | 加碼 |
| Ancora Advisors, LLC | 15,881 | $114.3 萬 | 0.03% | +1,049+7.1% | 加碼 |
| Foundations Investment Advisors, LLC | 15,731 | $113.2 萬 | 0.02% | +6,619+72.6% | 加碼 |
| Graypoint LLC | 15,466 | $111.3 萬 | 0.07% | −148−0.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 15,366 | $110.6 萬 | 0.02% | 00.0% | 不變 |
| Condor Capital Management | 15,355 | $110.5 萬 | 0.10% | −865−5.3% | 減碼 |
| Brown Advisory Inc | 15,266 | $109.9 萬 | 0.00% | 00.0% | 不變 |
| Mustard Seed Financial, LLC | 15,198 | $109.4 萬 | 0.88% | +10.0% | 加碼 |
| AE Wealth Management LLC | 15,025 | $108.1 萬 | 0.01% | +2,916+24.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 14,821 | $106.7 萬 | 0.01% | +8,721+143.0% | 加碼 |
| Soltis Investment Advisors LLC | 14,595 | $105.0 萬 | 0.09% | +1,022+7.5% | 加碼 |
| Marietta Wealth Management, LLC | 14,470 | $104.1 萬 | 0.15% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 14,373 | $103.4 萬 | 0.32% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 14,267 | $102.6 萬 | 0.30% | −173−1.2% | 減碼 |
| Mills Wealth Advisors LLC | 14,161 | $101.9 萬 | 0.54% | −11,502−44.8% | 減碼 |
| Revisor Wealth Management LLC | 14,106 | $101.5 萬 | 0.45% | +14,106 | 新進 |
| Meitav Dash Investments Ltd | 14,050 | $101.1 萬 | 0.02% | +14,050 | 新進 |
| Inspirion Wealth Advisors, LLC | 13,974 | $100.6 萬 | 0.14% | +8,066+136.5% | 加碼 |
| Tradition Wealth Management, LLC | 13,972 | $100.6 萬 | 0.09% | +82+0.6% | 加碼 |
| Hubbell Strickland Wealth Management, LLC | 13,967 | $100.5 萬 | 0.48% | +2,380+20.5% | 加碼 |
| Keel Point, LLC | 13,649 | $98.2 萬 | 0.08% | +70+0.5% | 加碼 |
| Wellspring Financial Advisors, LLC | 13,463 | $96.9 萬 | 0.11% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 13,021 | $93.7 萬 | 0.22% | −832−6.0% | 減碼 |
| Aries Wealth Management | 12,582 | $90.6 萬 | 0.25% | +2,241+21.7% | 加碼 |
| WealthPlan Investment Management, LLC | 12,548 | $90.3 萬 | 0.09% | +3,819+43.8% | 加碼 |
| O'Neil Global Advisors, Inc. | 12,500 | $90.0 萬 | 1.70% | −7,100−36.2% | 減碼 |
| NTV Asset Management LLC | 12,500 | $90.0 萬 | 0.12% | 00.0% | 不變 |
| Synergy Financial Group, LTD | 12,404 | $89.3 萬 | 0.80% | −1,124−8.3% | 減碼 |
| Pure Financial Advisors, Inc. | 12,157 | $87.5 萬 | 0.02% | +782+6.9% | 加碼 |
| Evoke Wealth, LLC | 12,129 | $87.3 萬 | 0.02% | +2,000+19.7% | 加碼 |