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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。

跟 2025 年第 3 季比較:新進、清倉與尚未申報的機構

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。

持有機構家數2025 年第 4 季:680 家
2021 年第 1 季:0 家2021 年第 2 季:0 家2021 年第 3 季:0 家2021 年第 4 季:0 家2022 年第 1 季:0 家2022 年第 2 季:0 家2022 年第 3 季:0 家2022 年第 4 季:0 家2023 年第 1 季:0 家2023 年第 2 季:0 家2023 年第 3 季:0 家2023 年第 4 季:0 家2024 年第 1 季:247 家2024 年第 2 季:315 家2024 年第 3 季:344 家2024 年第 4 季:531 家2025 年第 1 季:535 家2025 年第 2 季:623 家2025 年第 3 季:685 家2025 年第 4 季:680 家2026 年第 1 季:650 家2026 年第 2 季:627 家
持有市值2025 年第 4 季:$33.6 億
2021 年第 1 季:$02021 年第 2 季:$02021 年第 3 季:$02021 年第 4 季:$02022 年第 1 季:$02022 年第 2 季:$02022 年第 3 季:$02022 年第 4 季:$02023 年第 1 季:$02023 年第 2 季:$02023 年第 3 季:$02023 年第 4 季:$02024 年第 1 季:$23.4 億2024 年第 2 季:$26.6 億2024 年第 3 季:$28.7 億2024 年第 4 季:$49.2 億2025 年第 1 季:$35.4 億2025 年第 2 季:$46.8 億2025 年第 3 季:$44.4 億2025 年第 4 季:$33.6 億2026 年第 1 季:$21.0 億2026 年第 2 季:$17.1 億

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。

2025 年第 4 季持有 FBTC 的機構
機構股數市值佔組合 %股數變化動作
Objective Capital Management, LLC23,436$178.7 萬1.82%00.0%不變
Stansberry Asset Management, LLC23,491$179.1 萬0.18%+1,638+7.5%加碼
Catalytic Wealth RIA, LLC23,707$180.7 萬0.07%−157−0.7%減碼
Walleye Trading LLC24,255$184.9 萬0.03%+13,565+126.9%加碼
Clearstead Advisors, LLC24,434$186.3 萬0.02%+1,974+8.8%加碼
LPL Financial LLC24,581$187.4 萬0.00%−5,622−18.6%減碼
Mission Wealth Management, LP24,621$187.7 萬0.04%−682−2.7%減碼
Basso Capital Management, L.P.24,675$188.1 萬1.12%−5,925−19.4%減碼
Financial Partners Group, Inc25,803$188.4 萬0.22%+1,582+6.5%加碼
Inspirion Wealth Advisors, LLC24,976$190.4 萬0.23%+24,976新進
Qube Research & Technologies Ltd25,005$190.6 萬0.00%+25,005新進
Brinker Capital Investments, LLC25,125$191.5 萬0.01%+1,222+5.1%加碼
Vista Finance, LLC26,246$200.1 萬1.33%−4,450−14.5%減碼
Flow Traders U.S. LLC26,292$200.4 萬0.07%+26,292新進
Brown Brothers Harriman & Co26,666$203.3 萬0.01%+112+0.4%加碼
Proficio Capital Partners LLC27,285$208.0 萬0.15%+20,424+297.7%加碼
Staley Capital Advisers Inc27,340$208.4 萬0.09%00.0%不變
WealthPlan Investment Management, LLC27,379$208.7 萬0.13%+7,558+38.1%加碼
Concurrent Investment Advisors, LLC27,590$210.3 萬0.02%−146−0.5%減碼
Abundance Wealth Counselors27,637$210.7 萬0.36%+4,050+17.2%加碼
Spectrum Strategic Capital Management, LLC27,856$212.3 萬1.13%+5,061+22.2%加碼
Summit Financial, LLC27,905$212.7 萬0.03%+790+2.9%加碼
Guild Investment Management, Inc.28,249$215.3 萬1.60%+1,863+7.1%加碼
CRA Financial Services, LLC28,505$217.3 萬0.28%+6,932+32.1%加碼
Gem Investment Advisors, LLC28,844$219.9 萬2.08%+28,844新進
Wealthcare Advisory Partners LLC29,320$223.5 萬0.04%+754+2.6%加碼
Bank of America Corp29,591$225.6 萬0.00%+805+2.8%加碼
Walser Wealth Management Company, A Ltd Liability Co29,956$228.4 萬1.20%+29,956新進
Mercer Global Advisors Inc30,307$231.0 萬0.00%+6,748+28.6%加碼
Abound Wealth Management30,560$233.0 萬0.55%+3,242+11.9%加碼
Ninepoint Partners LP30,800$234.8 萬0.28%+30,800新進
Financial Designs Corp30,948$235.9 萬1.34%+794+2.6%加碼
Rpo LLC30,960$236.0 萬2.71%−18,797−37.8%減碼
Integrated Wealth Concepts LLC31,326$238.8 萬0.03%+321+1.0%加碼
FRG Family Wealth Advisors LLC31,575$240.7 萬0.37%+6,287+24.9%加碼
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31,721$241.8 萬0.08%−1,635−4.9%減碼
Global Retirement Partners, LLC32,870$250.6 萬0.04%+881+2.8%加碼
Childress Capital Advisors, LLC32,975$251.4 萬0.40%−50−0.2%減碼
Senator Investment Group LP33,000$251.6 萬0.10%−60,788−64.8%減碼
CIBC Private Wealth Group, LLC33,549$255.7 萬0.00%+1,876+5.9%加碼
Cerity Partners LLC33,593$256.1 萬0.00%+9,169+37.5%加碼
Merit Financial Group, LLC33,754$257.3 萬0.02%−6,376−15.9%減碼
Firestone Capital Management34,029$259.4 萬0.55%−653−1.9%減碼
Ronald Blue Trust, Inc.34,896$266.0 萬0.03%+26+0.1%加碼
COFG Advisors, LLC35,572$271.2 萬0.67%+35,572新進
Innovative Advisory Group, LLC35,929$273.9 萬1.80%−600−1.6%減碼
Farther Finance Advisors, LLC35,983$274.3 萬0.03%−17,674−32.9%減碼
QTR Family Wealth, LLC45,861$274.7 萬1.21%−6,459−12.3%減碼
CMG Global Holdings, LLC43,235$276.3 萬1.23%+3,912+9.9%加碼
SMART Wealth LLC36,558$278.7 萬0.85%+8,208+29.0%加碼
Valeo Financial Advisors, LLC36,924$281.5 萬0.06%+8,099+28.1%加碼
PTM Wealth Management, LLC34,306$281.7 萬1.59%+2,113+6.6%加碼
Meitav Dash Investments Ltd37,341$284.7 萬0.03%+7,154+23.7%加碼
Joel Isaacson & Co., LLC37,692$287.3 萬0.09%+3,500+10.2%加碼
Vivaldi Capital Management, LLC37,860$288.6 萬0.39%−914−2.4%減碼
Farringdon Capital, Ltd.39,435$300.6 萬0.74%+13,289+50.8%加碼
Tred Avon Family Wealth, LLC40,104$305.7 萬0.99%−100.0%減碼
SCS Capital Management LLC40,174$306.2 萬0.03%−21−0.1%減碼
BEAM Asset Management, LLC40,226$306.6 萬0.84%+3,422+9.3%加碼
Panoramic Investment Advisors, LLC40,283$307.1 萬1.67%+50+0.1%加碼
RFG Advisory, LLC40,880$311.6 萬0.06%+37,083+976.6%加碼
Lansing Street Advisors41,375$315.4 萬0.81%+41,375新進
Beck Capital Management, LLC41,460$316.1 萬0.75%+33,458+418.1%加碼
Haven Private, LLC41,902$319.4 萬1.40%+561+1.4%加碼
Promethium Advisors,llc42,250$322.1 萬1.74%+3,869+10.1%加碼
Militia Capital Partners, LP42,300$322.5 萬1.21%+31,800+302.9%加碼
Keel Point, LLC42,620$324.9 萬0.20%+475+1.1%加碼
Kovitz Investment Group Partners, LLC42,765$326.0 萬0.07%−386−0.9%減碼
Element Pointe Advisors, LLC43,574$332.2 萬0.64%+2,569+6.3%加碼
Sepio Capital, LP44,044$335.8 萬0.18%−154−0.3%減碼
Renaissance Technologies LLC44,900$342.3 萬0.01%+41,600+1,260.6%加碼
Syon Capital LLC46,291$352.9 萬0.18%+46,291新進
EP Wealth Advisors, LLC46,536$354.7 萬0.02%+46,536新進
Nwam LLC46,794$356.7 萬0.20%+2,935+6.7%加碼
Pathstone Holdings, LLC46,996$358.3 萬0.01%+27,763+144.4%加碼
Sanctuary Advisors, LLC47,577$362.7 萬0.02%+13,973+41.6%加碼
Vista Investment Partners II, LLC47,590$362.8 萬1.56%+6,011+14.5%加碼
Fiduciary Alliance LLC48,665$371.0 萬0.24%+1,438+3.0%加碼
Evexia Wealth LLC43,590$371.0 萬1.04%+5,535+14.5%加碼
SFMG, LLC49,553$377.7 萬0.25%+4,002+8.8%加碼
Kingsview Wealth Management, LLC49,679$378.7 萬0.05%+4,181+9.2%加碼
Modus Advisors, LLC50,171$382.5 萬1.01%−10,420−17.2%減碼
First Heartland Consultants, Inc.51,651$393.7 萬0.30%+5,171+11.1%加碼
KDK Private Wealth Management, LLC51,739$394.4 萬3.44%+51,739新進
Arbor Capital Management Inc52,309$406.4 萬3.41%+8,614+19.7%加碼
Spire Wealth Management54,046$412.0 萬0.14%−59,393−52.4%減碼
Altfest L J & Co Inc54,197$413.1 萬0.45%−25,895−32.3%減碼
Cambient Family Office, LLC54,508$415.5 萬0.59%+54,508新進
DecisionMap Wealth Management, LLC56,200$428.4 萬2.64%+15,936+39.6%加碼
Cambridge Advisors Inc.56,621$431.6 萬0.82%+2,915+5.4%加碼
Advisory Services Network, LLC56,886$433.6 萬0.06%−52,491−48.0%減碼
Avenir Tech Ltd58,618$446.8 萬0.43%00.0%不變
Smart Money Group LLC58,738$447.8 萬1.31%+1,714+3.0%加碼
Brookstone Capital Management58,934$449.3 萬0.05%−24,801−29.6%減碼
Milestone Asset Management Group, LLC59,076$450.3 萬2.54%+4,818+8.9%加碼
PYA Waltman Capital, LLC59,174$451.1 萬1.21%+3,937+7.1%加碼
Am Investment Strategies LLC59,177$451.1 萬0.94%+823+1.4%加碼
Permian Investment Partners, LP60,000$457.4 萬0.52%+60,000新進
Steel Peak Wealth Management LLC60,357$460.1 萬0.15%+50,446+509.0%加碼
GWM Advisors LLC61,800$471.1 萬0.02%+7,512+13.8%加碼