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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 11,720 | $84.4 萬 | 0.02% | +5,617+92.0% | 加碼 |
| Samalin Investment Counsel, LLC | 11,622 | $83.6 萬 | 0.34% | +369+3.3% | 加碼 |
| Allworth Financial LP | 10,203 | $83.4 萬 | 0.00% | −2,927−22.3% | 減碼 |
| Rahlfs Capital, LLC | 11,540 | $83.1 萬 | 0.83% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 11,506 | $82.8 萬 | 0.04% | +4,177+57.0% | 加碼 |
| TCW Group Inc | 11,423 | $82.2 萬 | 0.01% | −4,442−28.0% | 減碼 |
| Advyzon Investment Management, LLC | 11,399 | $82.0 萬 | 0.29% | −972−7.9% | 減碼 |
| JB Capital LLC | 11,396 | $82.0 萬 | 0.05% | +3,035+36.3% | 加碼 |
| ZEGA Investments, LLC | 11,230 | $80.8 萬 | 0.24% | +11,230 | 新進 |
| M. Kulyk & Associates, LLC | 10,919 | $78.6 萬 | 0.18% | +1,873+20.7% | 加碼 |
| RSM US Wealth Management LLC | 10,819 | $77.9 萬 | 0.01% | +1,001+10.2% | 加碼 |
| Daymark Wealth Partners, LLC | 10,658 | $76.7 萬 | 0.03% | +1,617+17.9% | 加碼 |
| Captrust Financial Advisors | 10,657 | $76.7 萬 | 0.00% | +3,914+58.0% | 加碼 |
| Verus Financial Partners, Inc. | 10,447 | $76.7 萬 | 0.09% | 00.0% | 不變 |
| Tru Independence Asset Management 2, LLC | 10,178 | $73.3 萬 | 0.55% | +861+9.2% | 加碼 |
| JSF Financial, LLC | 10,126 | $72.9 萬 | 0.19% | −637−5.9% | 減碼 |
| Merit Financial Group, LLC | 10,091 | $72.6 萬 | 0.01% | +3,062+43.6% | 加碼 |
| SkyView Investment Advisors, LLC | 10,000 | $72.0 萬 | 0.11% | −3,000−23.1% | 減碼 |
| National Asset Management, Inc. | 9,855 | $70.9 萬 | 0.02% | +492+5.3% | 加碼 |
| Roman Butler Fullerton & Co | 9,542 | $70.1 萬 | 0.27% | −1,132−10.6% | 減碼 |
| Principle Wealth Partners LLC | 9,651 | $69.5 萬 | 0.05% | +1,562+19.3% | 加碼 |
| Access Financial Services, Inc. | 9,600 | $69.1 萬 | 0.28% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 9,595 | $69.1 萬 | 0.15% | +2,265+30.9% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 9,575 | $68.9 萬 | 0.26% | +2,409+33.6% | 加碼 |
| Falcon Wealth Planning | 9,493 | $68.3 萬 | 0.08% | +1,935+25.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 8,508 | $68.0 萬 | 0.17% | +3,121+57.9% | 加碼 |
| Regatta Capital Group, LLC | 9,443 | $68.0 萬 | 0.13% | +602+6.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 9,431 | $67.9 萬 | 0.06% | +6,513+223.2% | 加碼 |
| Upper Left Wealth Management, LLC | 9,375 | $67.5 萬 | 0.48% | +2,993+46.9% | 加碼 |
| Parallel Advisors, LLC | 9,260 | $66.6 萬 | 0.02% | +740+8.7% | 加碼 |
| MAI Capital Management | 9,252 | $66.6 萬 | 0.01% | +245+2.7% | 加碼 |
| Kerrisdale Advisers, LLC | 9,212 | $66.3 萬 | 0.28% | −9,400−50.5% | 減碼 |
| Sweeney & Michel, LLC | 9,793 | $65.6 萬 | 0.29% | +9,793 | 新進 |
| Everett Harris & Co | 8,995 | $64.7 萬 | 0.01% | +13+0.1% | 加碼 |
| Headlands Technologies LLC | 8,960 | $64.5 萬 | 0.07% | +8,666+2,947.6% | 加碼 |
| Delta Investment Management, LLC | 8,948 | $64.4 萬 | 0.13% | +974+12.2% | 加碼 |
| Change Path, LLC | 8,912 | $64.1 萬 | 0.02% | +4,533+103.5% | 加碼 |
| Wealth Quarterback LLC | 8,846 | $63.7 萬 | 0.36% | +1,942+28.1% | 加碼 |
| Diligent Investors, LLC | 8,819 | $63.5 萬 | 0.15% | +8,819 | 新進 |
| Timber Creek Capital Management LLC | 8,778 | $63.2 萬 | 0.17% | +87+1.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,778 | $63.2 萬 | 0.02% | +177+2.1% | 加碼 |
| GR Financial Group, LLC | 8,714 | $62.7 萬 | 0.10% | +1,663+23.6% | 加碼 |
| GWN Securities Inc. | 8,435 | $60.7 萬 | 0.03% | +4,073+93.4% | 加碼 |
| Cantor Fitzgerald, L. P. | 8,368 | $60.2 萬 | 0.02% | +3,381+67.8% | 加碼 |
| Werba Rubin Papier Wealth Management | 8,334 | $60.0 萬 | 0.13% | 00.0% | 不變 |
| L.M. Kohn & Company | 8,245 | $59.3 萬 | 0.16% | +5,110+163.0% | 加碼 |
| Betterment LLC | 8,225 | $59.2 萬 | 0.00% | +2,112+34.5% | 加碼 |
| 3EDGE Asset Management, LP | 8,180 | $58.9 萬 | 0.04% | +8,180 | 新進 |
| Capital Investment Advisors, LLC | 8,114 | $58.4 萬 | 0.01% | −13,272−62.1% | 減碼 |
| Wealth Group Ltd | 8,053 | $58.0 萬 | 0.17% | +5,056+168.7% | 加碼 |
| Equitable Trust Co | 8,051 | $57.9 萬 | 0.03% | +2,500+45.0% | 加碼 |
| Thrivent Financial for Lutherans | 7,787 | $57.7 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 8,000 | $57.6 萬 | 0.04% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 7,976 | $57.4 萬 | 0.04% | +977+14.0% | 加碼 |
| Associated Banc-Corp | 7,942 | $57.2 萬 | 0.02% | −1,250−13.6% | 減碼 |
| Beaumont Capital Management, LLC | 7,939 | $57.1 萬 | 0.42% | +7,939 | 新進 |
| Vestor Capital, LLC | 7,919 | $57.0 萬 | 0.05% | +2,530+46.9% | 加碼 |
| Chicago Partners Investment Group LLC | 6,738 | $56.6 萬 | 0.02% | +222+3.4% | 加碼 |
| Wesbanco Bank Inc | 7,798 | $56.1 萬 | 0.02% | +1,555+24.9% | 加碼 |
| LBMC Investment Advisors, LLC | 7,745 | $55.7 萬 | 0.04% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 7,492 | $55.6 萬 | 0.01% | +1,423+23.4% | 加碼 |
| Running Point Capital Advisors, LLC | 7,634 | $54.9 萬 | 0.17% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 7,540 | $54.3 萬 | 0.10% | +7,540 | 新進 |
| Vanguard Capital Wealth Advisors | 7,475 | $53.8 萬 | 0.66% | +7,475 | 新進 |
| Larson Financial Group LLC | 7,443 | $53.6 萬 | 0.03% | +612+9.0% | 加碼 |
| Stonegate Investment Group, LLC | 7,372 | $53.1 萬 | 0.01% | +80+1.1% | 加碼 |
| Matauro, LLC | 7,368 | $53.0 萬 | 0.11% | +7,368 | 新進 |
| Berger Financial Group, Inc | 7,362 | $53.0 萬 | 0.04% | 00.0% | 不變 |
| Willis Johnson & Associates, Inc. | 7,329 | $52.7 萬 | 0.04% | +434+6.3% | 加碼 |
| Peloton Wealth Strategists | 7,317 | $52.7 萬 | 0.22% | +1,312+21.8% | 加碼 |
| BCJ Capital Management, LLC | 7,188 | $51.7 萬 | 0.04% | −5−0.1% | 減碼 |
| Abundance Wealth Counselors | 7,010 | $50.5 萬 | 0.11% | +7,010 | 新進 |
| Steel Peak Wealth Management LLC | 7,000 | $50.4 萬 | 0.02% | +2,000+40.0% | 加碼 |
| Vantage Financial Partners, LLC | 6,950 | $50.0 萬 | 0.12% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 6,950 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Sandbox Financial Partners, LLC | 6,886 | $49.6 萬 | 0.17% | +3,972+136.3% | 加碼 |
| Resources Investment Advisors, LLC. | 6,855 | $49.3 萬 | 0.01% | +2,513+57.9% | 加碼 |
| Wealthspire Advisors, LLC | 6,817 | $49.1 萬 | 0.00% | −5−0.1% | 減碼 |
| Signal Advisors Wealth, LLC | 6,725 | $48.4 萬 | 0.05% | +6,725 | 新進 |
| Moors & Cabot, Inc. | 6,599 | $47.5 萬 | 0.02% | −3,544−34.9% | 減碼 |
| Global View Capital Management LLC | 6,562 | $47.2 萬 | 0.17% | +6,562 | 新進 |
| Sequoia Financial Advisors, LLC | 6,560 | $47.2 萬 | 0.00% | +257+4.1% | 加碼 |
| We Are One Seven, LLC | 6,524 | $47.0 萬 | 0.02% | +1,173+21.9% | 加碼 |
| Financial Sense Advisors, Inc. | 6,500 | $46.8 萬 | 0.13% | −1,000−13.3% | 減碼 |
| Tectonic Advisors LLC | 6,444 | $46.4 萬 | 0.03% | +672+11.6% | 加碼 |
| Joel Isaacson & Co., LLC | 6,442 | $46.4 萬 | 0.02% | +300+4.9% | 加碼 |
| IFP Advisors, Inc | 6,394 | $46.0 萬 | 0.01% | +2,667+71.6% | 加碼 |
| Brighton Jones LLC | 6,394 | $46.0 萬 | 0.01% | +2,440+61.7% | 加碼 |
| Silverlake Wealth Management LLC | 6,384 | $45.9 萬 | 0.18% | −490−7.1% | 減碼 |
| Ethos Financial Group, LLC | 5,595 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 6,335 | $45.6 萬 | 0.05% | +2,943+86.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 6,331 | $45.5 萬 | 0.03% | +175+2.8% | 加碼 |
| Clear Creek Financial Management, LLC | 6,225 | $44.8 萬 | 0.05% | +2,489+66.6% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 6,177 | $44.5 萬 | 0.06% | +470+8.2% | 加碼 |
| Wedmont Private Capital | 6,049 | $44.3 萬 | 0.02% | +2,578+74.3% | 加碼 |
| Chilton Investment Co LLC | 6,056 | $43.6 萬 | 0.01% | +1,180+24.2% | 加碼 |
| Intellectus Partners, LLC | 6,050 | $43.5 萬 | 0.11% | +520+9.4% | 加碼 |
| Eagle Global Advisors LLC | 6,050 | $43.5 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 6,000 | $43.2 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 5,967 | $42.9 萬 | 0.00% | +1,245+26.4% | 加碼 |