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 |
|---|---|---|---|---|---|
| Greenberg Financial Group | 7,241 | $42.7 萬 | 0.18% | +7,241 | 新進 |
| FineMark National Bank & Trust | 5,851 | $42.1 萬 | 0.02% | +5,851 | 新進 |
| Horizon Kinetics Asset Management LLC | 5,791 | $41.7 萬 | 0.00% | −90−1.5% | 減碼 |
| Central Trust Co | 5,722 | $41.2 萬 | 0.01% | +238+4.3% | 加碼 |
| Independent Financial Group, LLC | 5,653 | $40.7 萬 | 0.01% | −2,614−31.6% | 減碼 |
| Waldron Private Wealth LLC | 5,630 | $40.5 萬 | 0.02% | −545−8.8% | 減碼 |
| Wealth Alliance | 5,629 | $40.5 萬 | 0.05% | +1,433+34.2% | 加碼 |
| RFG Advisory, LLC | 5,616 | $40.4 萬 | 0.01% | −30,727−84.5% | 減碼 |
| Warren Averett Asset Management, LLC | 5,612 | $40.4 萬 | 0.00% | +427+8.2% | 加碼 |
| Savant Capital, LLC | 5,540 | $39.9 萬 | 0.00% | −1,203−17.8% | 減碼 |
| Sage Mountain Advisors LLC | 5,503 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Robinswood Financial LLC | 5,486 | $39.5 萬 | 0.15% | +5,486 | 新進 |
| Founders Financial Securities LLC | 4,713 | $39.0 萬 | 0.03% | +972+26.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,407 | $38.9 萬 | 0.01% | +5,407 | 新進 |
| Cascade Financial Partners, LLC | 5,382 | $38.7 萬 | 0.05% | +1,632+43.5% | 加碼 |
| KFG Wealth Management, LLC | 5,378 | $38.7 萬 | 0.07% | +1,903+54.8% | 加碼 |
| Rehmann Capital Advisory Group | 5,339 | $38.4 萬 | 0.02% | +2,355+78.9% | 加碼 |
| Epiq Partners, LLC | 5,334 | $38.4 萬 | 0.20% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 5,325 | $38.3 萬 | 0.04% | +325+6.5% | 加碼 |
| Chicago Capital, LLC | 5,309 | $38.2 萬 | 0.01% | +652+14.0% | 加碼 |
| Congress Wealth Management LLC | 5,169 | $37.9 萬 | 0.00% | +1,228+31.2% | 加碼 |
| Wealth Preservation Advisors, LLC | 5,236 | $37.7 萬 | 0.27% | +5,236 | 新進 |
| Guidance Point Advisors, LLC | 5,212 | $37.5 萬 | 0.11% | −596−10.3% | 減碼 |
| AMG National Trust Bank | 5,205 | $37.5 萬 | 0.01% | +1,090+26.5% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 5,146 | $37.0 萬 | 0.23% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 5,132 | $36.9 萬 | 0.20% | +5,132 | 新進 |
| Adviser Investments LLC | 5,110 | $36.8 萬 | 0.00% | +5,110 | 新進 |
| IVC Wealth Advisors LLC | 5,002 | $36.0 萬 | 0.19% | +1,202+31.6% | 加碼 |
| Two Sigma Securities, LLC | 4,944 | $35.6 萬 | 0.05% | +4,944 | 新進 |
| Instrumental Wealth, LLC | 4,270 | $35.6 萬 | 0.32% | +4,270 | 新進 |
| Proficio Capital Partners LLC | 4,921 | $35.4 萬 | 0.03% | −2,477−33.5% | 減碼 |
| Retirement Income Solutions, Inc | 4,919 | $35.4 萬 | 0.07% | +4,919 | 新進 |
| Wealth Effects LLC | 4,885 | $35.2 萬 | 0.15% | +2,070+73.5% | 加碼 |
| Essex Financial Services, Inc. | 4,836 | $34.8 萬 | 0.03% | −428−8.1% | 減碼 |
| Clientfirst Wealth Management, LLC | 4,808 | $34.6 萬 | 0.39% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,749 | $34.2 萬 | 0.00% | +2,326+96.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,736 | $34.1 萬 | 0.01% | +928+24.4% | 加碼 |
| Kiker Wealth Management, LLC | 4,673 | $33.6 萬 | 0.23% | +400+9.4% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,429 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Scotia Capital Inc. | 4,512 | $32.5 萬 | 0.00% | −8,388−65.0% | 減碼 |
| KKM Financial LLC | 4,500 | $32.4 萬 | 0.14% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 4,412 | $31.8 萬 | 0.07% | −540−10.9% | 減碼 |
| Ellis Investment Partners, LLC | 4,398 | $31.7 萬 | 0.07% | +223+5.3% | 加碼 |
| Empower Advisory Group, LLC | 4,388 | $31.6 萬 | 0.00% | +637+17.0% | 加碼 |
| Geneva Partners, LLC | 4,371 | $31.5 萬 | 0.16% | +1,230+39.2% | 加碼 |
| Raymond James Financial Inc | 4,336 | $31.2 萬 | 0.00% | −2,735−38.7% | 減碼 |
| McAdam, LLC | 4,326 | $31.1 萬 | 0.02% | +465+12.0% | 加碼 |
| National Wealth Management Group, LLC | 4,325 | $31.1 萬 | 0.20% | +750+21.0% | 加碼 |
| Strait & Sound Wealth Management LLC | 4,310 | $31.0 萬 | 0.14% | +310+7.8% | 加碼 |
| Gitterman Wealth Management, LLC | 4,306 | $31.0 萬 | 0.08% | +1,195+38.4% | 加碼 |
| Exchange Capital Management, Inc. | 4,300 | $30.9 萬 | 0.05% | 00.0% | 不變 |
| Invesco Ltd. | 4,298 | $30.9 萬 | 0.00% | −858−16.6% | 減碼 |
| Ritholtz Wealth Management | 4,278 | $30.8 萬 | 0.01% | +644+17.7% | 加碼 |
| Five Pine Wealth Management | 4,250 | $30.6 萬 | 0.25% | +962+29.3% | 加碼 |
| Tocqueville Asset Management L.P. | 4,230 | $30.4 萬 | 0.00% | +370+9.6% | 加碼 |
| Tamar Securities, LLC | 4,223 | $30.4 萬 | 0.04% | +200+5.0% | 加碼 |
| Titleist Asset Management, LLC | 4,217 | $30.3 萬 | 0.04% | −525−11.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 4,195 | $30.2 萬 | 0.00% | +1,647+64.6% | 加碼 |
| BKD Wealth Advisors, LLC | 4,189 | $30.1 萬 | 0.01% | −1,191−22.1% | 減碼 |
| Total Investment Management Inc | 4,141 | $29.8 萬 | 0.04% | −483−10.4% | 減碼 |
| Beacon Capital Management, LLC | 4,128 | $29.7 萬 | 0.04% | +2,059+99.5% | 加碼 |
| Diversify Wealth Management, LLC | 3,560 | $29.6 萬 | 0.02% | +186+5.5% | 加碼 |
| Pensionmark Financial Group, LLC | 4,117 | $29.6 萬 | 0.01% | +753+22.4% | 加碼 |
| Impact Partnership Wealth, LLC | 4,105 | $29.5 萬 | 0.06% | −475−10.4% | 減碼 |
| Sandy Cove Advisors, LLC | 4,065 | $29.3 萬 | 0.12% | +323+8.6% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,035 | $29.0 萬 | 0.02% | +161+4.2% | 加碼 |
| Waddell & Associates, LLC | 4,022 | $28.9 萬 | 0.04% | −88−2.1% | 減碼 |
| CLG LLC | 4,021 | $28.9 萬 | 0.10% | +1,204+42.7% | 加碼 |
| Simon Quick Advisors, LLC | 3,939 | $28.3 萬 | 0.02% | 00.0% | 不變 |
| MONECO Advisors, LLC | 3,904 | $28.1 萬 | 0.03% | +223+6.1% | 加碼 |
| Centaurus Financial, Inc. | 3,854 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 3,836 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 3,817 | $27.5 萬 | 0.01% | +671+21.3% | 加碼 |
| Archer Investment Corp | 3,775 | $27.2 萬 | 0.07% | +643+20.5% | 加碼 |
| Wealth Management Nebraska | 3,300 | $26.9 萬 | 0.04% | 00.0% | 不變 |
| NorthStar Asset Management LLC | 3,720 | $26.8 萬 | 0.17% | 00.0% | 不變 |
| Navellier & Associates Inc | 3,213 | $26.5 萬 | 0.04% | +3,213 | 新進 |
| SMI Advisory Services, LLC | 3,878 | $26.4 萬 | 0.06% | −64,811−94.4% | 減碼 |
| Claro Advisors LLC | 3,666 | $26.4 萬 | 0.04% | +3,666 | 新進 |
| RMR Capital Management, LLC | 3,659 | $26.3 萬 | 0.19% | +303+9.0% | 加碼 |
| Veracity Capital LLC | 3,657 | $26.3 萬 | 0.10% | +798+27.9% | 加碼 |
| Hilltop Holdings Inc. | 3,623 | $26.1 萬 | 0.02% | +3,623 | 新進 |
| Capital Performance Advisors LLP | 3,620 | $26.1 萬 | 0.06% | +150+4.3% | 加碼 |
| RPg Family Wealth Advisory, LLC | 3,611 | $26.0 萬 | 0.07% | +3,611 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,518 | $25.7 萬 | 0.04% | +25+0.7% | 加碼 |
| Clare Market Investments LLC | 3,565 | $25.7 萬 | 0.07% | −5,770−61.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 3,518 | $25.3 萬 | 0.02% | +3,518 | 新進 |
| Well Done, LLC | 3,100 | $25.3 萬 | 0.05% | +3,100 | 新進 |
| Gerber, LLC | 3,508 | $25.2 萬 | 0.21% | +245+7.5% | 加碼 |
| Atria Investments LLC | 3,501 | $25.2 萬 | 0.00% | +3,501 | 新進 |
| Beacon Investment Advisory Services, Inc. | 3,500 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 3,492 | $25.1 萬 | 0.06% | +960+37.9% | 加碼 |
| Thompson Davis & Co., Inc. | 3,465 | $24.9 萬 | 0.20% | −2,100−37.7% | 減碼 |
| Anson Capital, Inc. | 3,454 | $24.9 萬 | 0.21% | +3,454 | 新進 |
| Vista Finance, LLC | 3,451 | $24.8 萬 | 0.22% | +966+38.9% | 加碼 |
| Franklin Resources Inc | 3,390 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| New Republic Capital, LLC | 3,390 | $24.4 萬 | 0.11% | +620+22.4% | 加碼 |
| Park Edge Advisors, LLC | 3,385 | $24.4 萬 | 0.07% | +3,385 | 新進 |
| AlTi Global, Inc. | 3,336 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Endowment Wealth Management, Inc. | 3,216 | $23.1 萬 | 0.15% | +398+14.1% | 加碼 |