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 2 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2025/6/30 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
- 623
- 較 2025 年第 1 季 +94 家
- 持有股數
- 4,967 萬
- 較 2025 年第 1 季 +63.1 萬 (+1.3%)
- 總市值
- $46.8 億
- 較 2025 年第 1 季 +$11.4 億 (+32.4%)
- 新進機構
- 125
- 另有 275 家加碼
- 清倉機構
- 31
- 另有 125 家減碼
另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Archer Investment Corp | 3,797 | $35.7 萬 | 0.09% | +22+0.6% | 加碼 |
| Crestwood Advisors Group LLC | 3,782 | $35.5 萬 | 0.01% | −35−0.9% | 減碼 |
| Grimes & Company, Inc. | 3,740 | $35.2 萬 | 0.01% | +3,740 | 新進 |
| NorthStar Asset Management LLC | 3,720 | $35.0 萬 | 0.18% | 00.0% | 不變 |
| RMR Capital Management, LLC | 3,659 | $34.4 萬 | 0.25% | 00.0% | 不變 |
| Veracity Capital LLC | 3,604 | $33.9 萬 | 0.12% | −53−1.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 3,533 | $33.2 萬 | 0.02% | +15+0.4% | 加碼 |
| Gerber, LLC | 3,508 | $33.0 萬 | 0.23% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 3,500 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 3,500 | $32.9 萬 | 0.12% | +2,350+204.3% | 加碼 |
| Drive Wealth Management, LLC | 3,489 | $32.8 萬 | 0.07% | −3−0.1% | 減碼 |
| Commerce Bank | 3,471 | $32.6 萬 | 0.00% | +561+19.3% | 加碼 |
| Capital Performance Advisors LLP | 3,470 | $32.6 萬 | 0.06% | −150−4.1% | 減碼 |
| Baring Financial LLC | 3,464 | $32.6 萬 | 0.24% | +672+24.1% | 加碼 |
| Park Edge Advisors, LLC | 3,456 | $32.5 萬 | 0.08% | +71+2.1% | 加碼 |
| Thrivent Financial for Lutherans | 3,420 | $32.1 萬 | 0.00% | −4,367−56.1% | 減碼 |
| Hilltop Holdings Inc. | 3,399 | $31.9 萬 | 0.02% | −224−6.2% | 減碼 |
| New Republic Capital, LLC | 3,390 | $31.9 萬 | 0.11% | 00.0% | 不變 |
| Total Investment Management Inc | 3,366 | $31.6 萬 | 0.05% | −775−18.7% | 減碼 |
| Thompson Davis & Co., Inc. | 3,365 | $31.6 萬 | 0.22% | −100−2.9% | 減碼 |
| AlTi Global, Inc. | 3,361 | $31.6 萬 | 0.01% | +25+0.7% | 加碼 |
| Tectonic Advisors LLC | 3,338 | $31.4 萬 | 0.02% | −3,106−48.2% | 減碼 |
| IFG Advisors, LLC | 3,326 | $31.3 萬 | 0.05% | +440+15.2% | 加碼 |
| Curran Financial Partners, LLC | 3,303 | $31.0 萬 | 0.07% | +3,303 | 新進 |
| J. Safra Sarasin Holding AG | 3,312 | $30.9 萬 | 0.01% | +3,312 | 新進 |
| Bridgewater Advisors Inc. | 3,002 | $30.8 萬 | 0.02% | +3,002 | 新進 |
| Federation des caisses Desjardins du Quebec | 3,270 | $30.7 萬 | 0.00% | +100+3.2% | 加碼 |
| Appleton Partners Inc | 3,227 | $30.3 萬 | 0.02% | +402+14.2% | 加碼 |
| Navellier & Associates Inc | 3,213 | $30.2 萬 | 0.04% | 00.0% | 不變 |
| Stokes Family Office, LLC | 3,194 | $30.0 萬 | 0.03% | +3,194 | 新進 |
| Verdence Capital Advisors LLC | 3,183 | $29.9 萬 | 0.02% | +3,183 | 新進 |
| Beese Fulmer Investment Management, Inc. | 3,180 | $29.9 萬 | 0.02% | +3,180 | 新進 |
| Gryphon Financial Partners LLC | 3,154 | $29.6 萬 | 0.04% | +3,154 | 新進 |
| Arkfeld Wealth Strategies, L.L.C. | 3,120 | $29.4 萬 | 0.12% | +3,120 | 新進 |
| Brogan Financial, Inc. | 3,122 | $29.3 萬 | 0.13% | +73+2.4% | 加碼 |
| YHB Investment Advisors, Inc. | 3,111 | $29.2 萬 | 0.02% | +3,111 | 新進 |
| Clare Market Investments LLC | 3,110 | $29.2 萬 | 0.06% | −455−12.8% | 減碼 |
| Fidelis Capital Partners, LLC | 2,905 | $29.2 萬 | 0.03% | +2,905 | 新進 |
| Adamsbrown Wealth Consultants LLC | 3,106 | $29.2 萬 | 0.08% | +3,106 | 新進 |
| Legacy Financial Advisors, Inc. | 3,105 | $29.2 萬 | 0.05% | +3,105 | 新進 |
| CFO4Life Group, LLC | 3,099 | $29.1 萬 | 0.05% | +3,099 | 新進 |
| Greenleaf Trust | 3,093 | $29.1 萬 | 0.00% | +3,093 | 新進 |
| Invesco, LLC | 3,083 | $29.0 萬 | 0.11% | +3,083 | 新進 |
| SlateStone Wealth, LLC | 3,068 | $28.8 萬 | 0.03% | +3,068 | 新進 |
| Kagan Cocozza Asset Management | 3,060 | $28.8 萬 | 0.22% | 00.0% | 不變 |
| Sugar Maple Asset Management, LLC | 3,049 | $28.7 萬 | 0.22% | +3,049 | 新進 |
| Stiles Financial Services Inc | 3,034 | $28.5 萬 | 0.10% | +3,034 | 新進 |
| Change Path, LLC | 3,020 | $28.4 萬 | 0.01% | −5,892−66.1% | 減碼 |
| Hobbs Group Advisors, LLC | 3,004 | $28.2 萬 | 0.10% | −4−0.1% | 減碼 |
| Clarus Group, Inc. | 3,000 | $28.2 萬 | 0.10% | 00.0% | 不變 |
| Crane Advisory, LLC | 2,685 | $27.7 萬 | 0.05% | +2,685 | 新進 |
| Bokf, NA | 2,938 | $27.6 萬 | 0.00% | 00.0% | 不變 |
| BankPlus Trust Department | 2,927 | $27.5 萬 | 0.08% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 2,922 | $27.5 萬 | 0.09% | 00.0% | 不變 |
| Quantinno Capital Management LP | 2,865 | $26.9 萬 | 0.00% | +2,865 | 新進 |
| Wealth Dimensions Group, Ltd. | 2,857 | $26.9 萬 | 0.06% | +2,857 | 新進 |
| Financial Perspectives, Inc | 2,848 | $26.8 萬 | 0.08% | 00.0% | 不變 |
| SMI Advisory Services, LLC | 2,570 | $26.8 萬 | 0.05% | −1,308−33.7% | 減碼 |
| Strategies Wealth Advisors, LLC | 2,812 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| Midwest Trust Co | 2,781 | $26.1 萬 | 0.00% | +2,781 | 新進 |
| HB Wealth Management, LLC | 2,764 | $26.0 萬 | 0.00% | +2,764 | 新進 |
| Alan B. Lancz & Associates, Inc. | 2,750 | $25.8 萬 | 0.26% | +2,750 | 新進 |
| Visionary Wealth Advisors | 2,744 | $25.8 萬 | 0.01% | +2,744 | 新進 |
| Smith Anglin Financial, LLC | 2,708 | $25.5 萬 | 0.02% | +2,708 | 新進 |
| Cobblestone Asset Management LLC | 2,704 | $25.4 萬 | 0.13% | +2,704 | 新進 |
| Koshinski Asset Management, Inc. | 2,694 | $25.3 萬 | 0.02% | +2,694 | 新進 |
| Financial Engines Advisors L.L.C. | 2,675 | $25.1 萬 | 0.00% | +2,675 | 新進 |
| Covenant Asset Management, LLC | 2,628 | $24.7 萬 | 0.05% | +2,628 | 新進 |
| Main Street Financial Solutions, LLC | 2,612 | $24.6 萬 | 0.02% | +2,612 | 新進 |
| Buckley Wealth Management, LLC | 2,610 | $24.5 萬 | 0.07% | +2,610 | 新進 |
| EPG Wealth Management LLC | 2,580 | $24.2 萬 | 0.07% | +2,580 | 新進 |
| Centerpoint Advisors, LLC | 2,574 | $24.2 萬 | 0.08% | −7−0.3% | 減碼 |
| Regency Capital Management Inc. | 2,560 | $24.1 萬 | 0.13% | +2,560 | 新進 |
| Omega Financial Group, LLC | 2,559 | $24.1 萬 | 0.09% | +2,559 | 新進 |
| MTM Investment Management, LLC | 2,559 | $24.1 萬 | 0.08% | −525−17.0% | 減碼 |
| Cutler Capital Management, LLC | 2,555 | $24.0 萬 | 0.08% | +2,555 | 新進 |
| LongView Wealth Management | 2,555 | $24.0 萬 | 0.07% | +2,555 | 新進 |
| Fairvoy Private Wealth, LLC | 2,545 | $23.9 萬 | 0.06% | +2,545 | 新進 |
| Plante Moran Financial Advisors, LLC | 2,521 | $23.7 萬 | 0.02% | +468+22.8% | 加碼 |
| Opal Wealth Advisors, LLC | 2,500 | $23.5 萬 | 0.07% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 2,500 | $23.5 萬 | 0.07% | +2,500 | 新進 |
| Howe & Rusling Inc | 2,485 | $23.4 萬 | 0.02% | −390−13.6% | 減碼 |
| Dakota Wealth Management | 2,470 | $23.2 萬 | 0.00% | +2,470 | 新進 |
| David Loasby | 2,350 | $23.2 萬 | 0.02% | +2,350 | 新進 |
| Maripau Wealth Management LLC | 2,453 | $23.1 萬 | 0.12% | +2,453 | 新進 |
| Platform Technology Partners | 2,443 | $23.0 萬 | 0.06% | +2,443 | 新進 |
| TFB Advisors LLC | 2,418 | $22.7 萬 | 0.06% | −400−14.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 2,418 | $22.7 萬 | 0.01% | +2,418 | 新進 |
| Strategic Blueprint, LLC | 2,403 | $22.6 萬 | 0.01% | +2,403 | 新進 |
| Brown, Lisle/Cummings, Inc. | 2,390 | $22.5 萬 | 0.06% | −45−1.8% | 減碼 |
| Sentinel Pension Advisors Inc | 2,379 | $22.4 萬 | 0.04% | +2,379 | 新進 |
| Strategic Advocates LLC | 2,375 | $22.3 萬 | 0.07% | +2,375 | 新進 |
| Austin Wealth Management, LLC | 2,182 | $22.2 萬 | 0.04% | +2,182 | 新進 |
| Prasad Wealth Partners, LLC | 2,363 | $22.2 萬 | 0.07% | +2,363 | 新進 |
| Coldstream Capital Management Inc | 2,361 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| Helium Advisors LLC | 2,360 | $22.2 萬 | 0.14% | +2,360 | 新進 |
| Leo Wealth, LLC | 2,341 | $22.0 萬 | 0.02% | +2,341 | 新進 |
| WBH Advisory Inc | 2,340 | $22.0 萬 | 0.02% | +2,340 | 新進 |
| Truvestments Capital LLC | 2,333 | $21.9 萬 | 0.04% | +1,724+283.1% | 加碼 |
| Hengehold Capital Management LLC | 2,311 | $21.7 萬 | 0.02% | +2,311 | 新進 |