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 4 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2025/12/31 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
- 680
- 較 2025 年第 3 季 +4 家
- 持有股數
- 4,407 萬
- 較 2025 年第 3 季 −27.0 萬 (−0.6%)
- 總市值
- $33.6 億
- 較 2025 年第 3 季 −$10.6 億 (−24.0%)
- 新進機構
- 119
- 另有 322 家加碼
- 清倉機構
- 115
- 另有 139 家減碼
另有 9 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cim, LLC | 11,222 | $85.5 萬 | 0.11% | +996+9.7% | 加碼 |
| Bank of Montreal | 11,299 | $86.1 萬 | 0.00% | +3,148+38.6% | 加碼 |
| Forum Financial Management, LP | 11,300 | $86.1 萬 | 0.01% | +11,300 | 新進 |
| IFP Advisors, Inc | 11,391 | $86.8 萬 | 0.02% | +5,754+102.1% | 加碼 |
| Canvas Wealth Advisors, LLC | 11,426 | $87.1 萬 | 0.15% | −1,161−9.2% | 減碼 |
| Clear Creek Financial Management, LLC | 11,431 | $87.1 萬 | 0.07% | +264+2.4% | 加碼 |
| Kapstone Financial Advisors LLC | 11,435 | $87.2 萬 | 0.43% | +11,435 | 新進 |
| Perryman Financial Advisory Inc | 11,441 | $87.2 萬 | 0.13% | +11,441 | 新進 |
| Capital Investment Advisors, LLC | 11,598 | $88.4 萬 | 0.01% | +1,638+16.4% | 加碼 |
| Wealth Quarterback LLC | 11,605 | $88.5 萬 | 0.32% | +99+0.9% | 加碼 |
| Falcon Wealth Planning | 11,678 | $89.0 萬 | 0.07% | +686+6.2% | 加碼 |
| JB Capital LLC | 11,796 | $89.9 萬 | 0.04% | +140+1.2% | 加碼 |
| Basecamp Wealth Advisors LLC | 11,803 | $90.2 萬 | 0.19% | +11,803 | 新進 |
| Perigon Wealth Management, LLC | 11,899 | $90.7 萬 | 0.02% | +5,977+100.9% | 加碼 |
| M. Kulyk & Associates, LLC | 12,198 | $93.0 萬 | 0.18% | +312+2.6% | 加碼 |
| Waldron Private Wealth LLC | 12,204 | $93.0 萬 | 0.04% | +1,806+17.4% | 加碼 |
| Apollon Wealth Management, LLC | 12,305 | $93.8 萬 | 0.02% | +12,305 | 新進 |
| Synergy Financial Group, LTD | 12,484 | $95.2 萬 | 0.67% | −12−0.1% | 減碼 |
| TCW Group Inc | 12,553 | $95.7 萬 | 0.01% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 12,655 | $96.5 萬 | 0.06% | 00.0% | 不變 |
| Parallel Advisors, LLC | 12,805 | $97.6 萬 | 0.02% | +3,822+42.5% | 加碼 |
| Daymark Wealth Partners, LLC | 12,830 | $97.8 萬 | 0.03% | +228+1.8% | 加碼 |
| NTV Asset Management LLC | 12,900 | $98.3 萬 | 0.10% | +400+3.2% | 加碼 |
| Delta Investment Management, LLC | 12,900 | $98.3 萬 | 0.17% | +938+7.8% | 加碼 |
| Crescent Grove Advisors, LLC | 13,005 | $99.1 萬 | 0.09% | +10,705+465.4% | 加碼 |
| StoneX Group Inc. | 13,132 | $100.1 萬 | 0.04% | −96,319−88.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 13,229 | $100.8 萬 | 0.03% | +8,211+163.6% | 加碼 |
| Evoke Wealth, LLC | 13,240 | $100.9 萬 | 0.02% | +4,588+53.0% | 加碼 |
| GR Financial Group, LLC | 13,255 | $101.0 萬 | 0.23% | −7,926−37.4% | 減碼 |
| OneAscent Financial Services LLC | 13,364 | $101.9 萬 | 0.09% | +8,296+163.7% | 加碼 |
| Ethos Financial Group, LLC | 13,475 | $102.7 萬 | 0.08% | +4,114+43.9% | 加碼 |
| Gardner Lewis Asset Management L P | 13,535 | $103.2 萬 | 0.26% | +13,535 | 新進 |
| Precision Wealth Strategies, LLC | 13,650 | $104.1 萬 | 0.34% | +7,013+105.7% | 加碼 |
| Gambit Capital Management, LLC | 13,771 | $105.0 萬 | 0.75% | +13,771 | 新進 |
| RMB Capital Management, LLC | 13,886 | $105.9 萬 | 0.02% | +311+2.3% | 加碼 |
| Bauman Advisory Group, LLC | 13,914 | $106.1 萬 | 0.85% | +13,914 | 新進 |
| 3EDGE Asset Management, LP | 14,105 | $107.5 萬 | 0.06% | −742−5.0% | 減碼 |
| Capital Performance Advisors LLP | 14,160 | $107.9 萬 | 0.08% | +8,690+158.9% | 加碼 |
| Atria Investments LLC | 14,222 | $108.4 萬 | 0.01% | +5,930+71.5% | 加碼 |
| Condor Capital Management | 14,315 | $109.1 萬 | 0.09% | +211+1.5% | 加碼 |
| Strata Wealth Advisors, LLC | 14,373 | $109.6 萬 | 0.30% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 14,470 | $110.3 萬 | 0.13% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 14,611 | $111.4 萬 | 0.08% | +4,236+40.8% | 加碼 |
| Bedel Financial Consulting, Inc. | 14,766 | $112.6 萬 | 0.12% | 00.0% | 不變 |
| MTM Investment Management, LLC | 15,340 | $116.9 萬 | 0.37% | −631−4.0% | 減碼 |
| Aries Wealth Management | 15,412 | $117.5 萬 | 0.26% | +1,585+11.5% | 加碼 |
| Mills Wealth Advisors LLC | 15,503 | $118.2 萬 | 0.47% | −466−2.9% | 減碼 |
| Pensionmark Financial Group, LLC | 15,700 | $119.7 萬 | 0.02% | −3,332−17.5% | 減碼 |
| Mustard Seed Financial, LLC | 15,977 | $121.8 萬 | 0.77% | +630+4.1% | 加碼 |
| Revisor Wealth Management LLC | 15,816 | $122.5 萬 | 0.33% | +3,984+33.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 16,096 | $122.7 萬 | 0.02% | +383+2.4% | 加碼 |
| Bearing Point Capital, LLC | 16,122 | $122.9 萬 | 0.19% | +16,122 | 新進 |
| Signal Advisors Wealth, LLC | 16,187 | $123.4 萬 | 0.10% | +2,816+21.1% | 加碼 |
| Warren Averett Asset Management, LLC | 16,229 | $123.7 萬 | 0.01% | +1,682+11.6% | 加碼 |
| Tru Independence Asset Management 2, LLC | 16,322 | $124.4 萬 | 0.78% | +5,644+52.9% | 加碼 |
| Eagle Global Advisors LLC | 16,500 | $125.8 萬 | 0.05% | +8,650+110.2% | 加碼 |
| Madison Park Capital Advisors, LLC | 16,622 | $126.7 萬 | 1.03% | −104−0.6% | 減碼 |
| Betterment LLC | 16,655 | $127.0 萬 | 0.00% | +7,804+88.2% | 加碼 |
| Bleakley Financial Group, LLC | 16,855 | $128.5 萬 | 0.02% | +16,855 | 新進 |
| Vise Technologies, Inc. | 17,049 | $130.0 萬 | 0.03% | −15,718−48.0% | 減碼 |
| Soltis Investment Advisors LLC | 17,155 | $130.8 萬 | 0.09% | −38−0.2% | 減碼 |
| RSM US Wealth Management LLC | 17,129 | $131.1 萬 | 0.02% | +3,374+24.5% | 加碼 |
| Essex Financial Services, Inc. | 17,272 | $131.7 萬 | 0.07% | −372−2.1% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 17,328 | $132.1 萬 | 0.38% | +818+5.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 17,500 | $133.4 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 17,512 | $133.5 萬 | 0.01% | +8,141+86.9% | 加碼 |
| National Wealth Management Group, LLC | 17,634 | $134.4 萬 | 0.47% | +8,469+92.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 17,773 | $135.5 萬 | 0.01% | −12,192−40.7% | 減碼 |
| Silverlake Wealth Management LLC | 17,846 | $136.0 萬 | 0.31% | −1,131−6.0% | 減碼 |
| Strategies Wealth Advisors, LLC | 17,851 | $136.1 萬 | 0.14% | +15,039+534.8% | 加碼 |
| Private Advisor Group, LLC | 18,077 | $137.8 萬 | 0.01% | −12,860−41.6% | 減碼 |
| Alchemi Wealth, LLC | 18,307 | $139.6 萬 | 0.76% | +18,307 | 新進 |
| NBC Securities, Inc. | 18,308 | $139.6 萬 | 0.10% | +2,570+16.3% | 加碼 |
| Life Line Wealth Management LLC | 18,682 | $142.4 萬 | 0.42% | −169−0.9% | 減碼 |
| Marble Wealth, LLC | 19,466 | $148.4 萬 | 0.21% | +19,466 | 新進 |
| LifeGoal Wealth Advisors | 19,701 | $148.5 萬 | 0.99% | +320+1.7% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 19,621 | $149.5 萬 | 0.24% | +7,226+58.3% | 加碼 |
| WSFS Capital Management, LLC | 19,669 | $149.9 萬 | 0.07% | 00.0% | 不變 |
| Hubbell Strickland Wealth Management, LLC | 19,810 | $151.0 萬 | 0.61% | +1,001+5.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 19,921 | $151.9 萬 | 0.04% | +6,934+53.4% | 加碼 |
| Ancora Advisors, LLC | 19,939 | $152.0 萬 | 0.03% | +237+1.2% | 加碼 |
| Ursa Fund Management, LLC | 20,000 | $152.5 萬 | 0.13% | +10,000+100.0% | 加碼 |
| Nkcfo LLC | 20,000 | $152.5 萬 | 0.44% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 20,447 | $155.9 萬 | 0.18% | +20,447 | 新進 |
| Stratos Wealth Advisors, LLC | 20,602 | $157.1 萬 | 0.08% | +5,909+40.2% | 加碼 |
| Financial Management Professionals, Inc. | 20,698 | $157.8 萬 | 0.16% | +428+2.1% | 加碼 |
| Almanack Investment Partners, LLC. | 20,793 | $158.5 萬 | 0.27% | −3,061−12.8% | 減碼 |
| AE Wealth Management LLC | 20,953 | $159.7 萬 | 0.01% | −2,058−8.9% | 減碼 |
| Meridian Wealth Management, LLC | 21,165 | $161.3 萬 | 0.06% | +435+2.1% | 加碼 |
| Camelot Portfolios, LLC | 21,383 | $163.0 萬 | 1.01% | −5,307−19.9% | 減碼 |
| Arete Wealth Advisors, LLC | 21,447 | $163.5 萬 | 0.11% | +840+4.1% | 加碼 |
| GK Wealth Management LLC | 21,657 | $165.1 萬 | 1.21% | +515+2.4% | 加碼 |
| Highland Financial Advisors, LLC | 21,700 | $165.4 萬 | 0.46% | −131−0.6% | 減碼 |
| KG&L Capital Management,LLC | 22,190 | $169.2 萬 | 0.44% | +16,759+308.6% | 加碼 |
| WESCAP Management Group, Inc. | 22,225 | $169.4 萬 | 0.34% | +220+1.0% | 加碼 |
| Venture Visionary Partners LLC | 22,820 | $174.0 萬 | 0.06% | +22,820 | 新進 |
| Wellspring Financial Advisors, LLC | 22,892 | $174.6 萬 | 0.14% | +52+0.2% | 加碼 |
| NewEdge Wealth, LLC | 22,929 | $174.8 萬 | 0.02% | +904+4.1% | 加碼 |
| Cane Capital Partners, LLC | 23,008 | $175.4 萬 | 0.74% | +23,008 | 新進 |
| Principle Wealth Partners LLC | 23,179 | $176.7 萬 | 0.10% | +8,402+56.9% | 加碼 |