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 |
|---|---|---|---|---|---|
| SFMG, LLC | 49,553 | $377.7 萬 | 0.25% | +4,002+8.8% | 加碼 |
| Evexia Wealth LLC | 43,590 | $371.0 萬 | 1.04% | +5,535+14.5% | 加碼 |
| Fiduciary Alliance LLC | 48,665 | $371.0 萬 | 0.24% | +1,438+3.0% | 加碼 |
| Vista Investment Partners II, LLC | 47,590 | $362.8 萬 | 1.56% | +6,011+14.5% | 加碼 |
| Sanctuary Advisors, LLC | 47,577 | $362.7 萬 | 0.02% | +13,973+41.6% | 加碼 |
| Pathstone Holdings, LLC | 46,996 | $358.3 萬 | 0.01% | +27,763+144.4% | 加碼 |
| Nwam LLC | 46,794 | $356.7 萬 | 0.20% | +2,935+6.7% | 加碼 |
| EP Wealth Advisors, LLC | 46,536 | $354.7 萬 | 0.02% | +46,536 | 新進 |
| Syon Capital LLC | 46,291 | $352.9 萬 | 0.18% | +46,291 | 新進 |
| Renaissance Technologies LLC | 44,900 | $342.3 萬 | 0.01% | +41,600+1,260.6% | 加碼 |
| Sepio Capital, LP | 44,044 | $335.8 萬 | 0.18% | −154−0.3% | 減碼 |
| Element Pointe Advisors, LLC | 43,574 | $332.2 萬 | 0.64% | +2,569+6.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 42,765 | $326.0 萬 | 0.07% | −386−0.9% | 減碼 |
| Keel Point, LLC | 42,620 | $324.9 萬 | 0.20% | +475+1.1% | 加碼 |
| Militia Capital Partners, LP | 42,300 | $322.5 萬 | 1.21% | +31,800+302.9% | 加碼 |
| Promethium Advisors,llc | 42,250 | $322.1 萬 | 1.74% | +3,869+10.1% | 加碼 |
| Haven Private, LLC | 41,902 | $319.4 萬 | 1.40% | +561+1.4% | 加碼 |
| Beck Capital Management, LLC | 41,460 | $316.1 萬 | 0.75% | +33,458+418.1% | 加碼 |
| Lansing Street Advisors | 41,375 | $315.4 萬 | 0.81% | +41,375 | 新進 |
| RFG Advisory, LLC | 40,880 | $311.6 萬 | 0.06% | +37,083+976.6% | 加碼 |
| Panoramic Investment Advisors, LLC | 40,283 | $307.1 萬 | 1.67% | +50+0.1% | 加碼 |
| BEAM Asset Management, LLC | 40,226 | $306.6 萬 | 0.84% | +3,422+9.3% | 加碼 |
| SCS Capital Management LLC | 40,174 | $306.2 萬 | 0.03% | −21−0.1% | 減碼 |
| Tred Avon Family Wealth, LLC | 40,104 | $305.7 萬 | 0.99% | −100.0% | 減碼 |
| Farringdon Capital, Ltd. | 39,435 | $300.6 萬 | 0.74% | +13,289+50.8% | 加碼 |
| Vivaldi Capital Management, LLC | 37,860 | $288.6 萬 | 0.39% | −914−2.4% | 減碼 |
| Joel Isaacson & Co., LLC | 37,692 | $287.3 萬 | 0.09% | +3,500+10.2% | 加碼 |
| Meitav Dash Investments Ltd | 37,341 | $284.7 萬 | 0.03% | +7,154+23.7% | 加碼 |
| PTM Wealth Management, LLC | 34,306 | $281.7 萬 | 1.59% | +2,113+6.6% | 加碼 |
| Valeo Financial Advisors, LLC | 36,924 | $281.5 萬 | 0.06% | +8,099+28.1% | 加碼 |
| SMART Wealth LLC | 36,558 | $278.7 萬 | 0.85% | +8,208+29.0% | 加碼 |
| CMG Global Holdings, LLC | 43,235 | $276.3 萬 | 1.23% | +3,912+9.9% | 加碼 |
| QTR Family Wealth, LLC | 45,861 | $274.7 萬 | 1.21% | −6,459−12.3% | 減碼 |
| Farther Finance Advisors, LLC | 35,983 | $274.3 萬 | 0.03% | −17,674−32.9% | 減碼 |
| Innovative Advisory Group, LLC | 35,929 | $273.9 萬 | 1.80% | −600−1.6% | 減碼 |
| COFG Advisors, LLC | 35,572 | $271.2 萬 | 0.67% | +35,572 | 新進 |
| Ronald Blue Trust, Inc. | 34,896 | $266.0 萬 | 0.03% | +26+0.1% | 加碼 |
| Firestone Capital Management | 34,029 | $259.4 萬 | 0.55% | −653−1.9% | 減碼 |
| Merit Financial Group, LLC | 33,754 | $257.3 萬 | 0.02% | −6,376−15.9% | 減碼 |
| Cerity Partners LLC | 33,593 | $256.1 萬 | 0.00% | +9,169+37.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 33,549 | $255.7 萬 | 0.00% | +1,876+5.9% | 加碼 |
| Senator Investment Group LP | 33,000 | $251.6 萬 | 0.10% | −60,788−64.8% | 減碼 |
| Childress Capital Advisors, LLC | 32,975 | $251.4 萬 | 0.40% | −50−0.2% | 減碼 |
| Global Retirement Partners, LLC | 32,870 | $250.6 萬 | 0.04% | +881+2.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,721 | $241.8 萬 | 0.08% | −1,635−4.9% | 減碼 |
| FRG Family Wealth Advisors LLC | 31,575 | $240.7 萬 | 0.37% | +6,287+24.9% | 加碼 |
| Integrated Wealth Concepts LLC | 31,326 | $238.8 萬 | 0.03% | +321+1.0% | 加碼 |
| Rpo LLC | 30,960 | $236.0 萬 | 2.71% | −18,797−37.8% | 減碼 |
| Financial Designs Corp | 30,948 | $235.9 萬 | 1.34% | +794+2.6% | 加碼 |
| Ninepoint Partners LP | 30,800 | $234.8 萬 | 0.28% | +30,800 | 新進 |
| Abound Wealth Management | 30,560 | $233.0 萬 | 0.55% | +3,242+11.9% | 加碼 |
| Mercer Global Advisors Inc | 30,307 | $231.0 萬 | 0.00% | +6,748+28.6% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 29,956 | $228.4 萬 | 1.20% | +29,956 | 新進 |
| Bank of America Corp | 29,591 | $225.6 萬 | 0.00% | +805+2.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 29,320 | $223.5 萬 | 0.04% | +754+2.6% | 加碼 |
| Gem Investment Advisors, LLC | 28,844 | $219.9 萬 | 2.08% | +28,844 | 新進 |
| CRA Financial Services, LLC | 28,505 | $217.3 萬 | 0.28% | +6,932+32.1% | 加碼 |
| Guild Investment Management, Inc. | 28,249 | $215.3 萬 | 1.60% | +1,863+7.1% | 加碼 |
| Summit Financial, LLC | 27,905 | $212.7 萬 | 0.03% | +790+2.9% | 加碼 |
| Spectrum Strategic Capital Management, LLC | 27,856 | $212.3 萬 | 1.13% | +5,061+22.2% | 加碼 |
| Abundance Wealth Counselors | 27,637 | $210.7 萬 | 0.36% | +4,050+17.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 27,590 | $210.3 萬 | 0.02% | −146−0.5% | 減碼 |
| WealthPlan Investment Management, LLC | 27,379 | $208.7 萬 | 0.13% | +7,558+38.1% | 加碼 |
| Staley Capital Advisers Inc | 27,340 | $208.4 萬 | 0.09% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 27,285 | $208.0 萬 | 0.15% | +20,424+297.7% | 加碼 |
| Brown Brothers Harriman & Co | 26,666 | $203.3 萬 | 0.01% | +112+0.4% | 加碼 |
| Flow Traders U.S. LLC | 26,292 | $200.4 萬 | 0.07% | +26,292 | 新進 |
| Vista Finance, LLC | 26,246 | $200.1 萬 | 1.33% | −4,450−14.5% | 減碼 |
| Brinker Capital Investments, LLC | 25,125 | $191.5 萬 | 0.01% | +1,222+5.1% | 加碼 |
| Qube Research & Technologies Ltd | 25,005 | $190.6 萬 | 0.00% | +25,005 | 新進 |
| Inspirion Wealth Advisors, LLC | 24,976 | $190.4 萬 | 0.23% | +24,976 | 新進 |
| Financial Partners Group, Inc | 25,803 | $188.4 萬 | 0.22% | +1,582+6.5% | 加碼 |
| Basso Capital Management, L.P. | 24,675 | $188.1 萬 | 1.12% | −5,925−19.4% | 減碼 |
| Mission Wealth Management, LP | 24,621 | $187.7 萬 | 0.04% | −682−2.7% | 減碼 |
| LPL Financial LLC | 24,581 | $187.4 萬 | 0.00% | −5,622−18.6% | 減碼 |
| Clearstead Advisors, LLC | 24,434 | $186.3 萬 | 0.02% | +1,974+8.8% | 加碼 |
| Walleye Trading LLC | 24,255 | $184.9 萬 | 0.03% | +13,565+126.9% | 加碼 |
| Catalytic Wealth RIA, LLC | 23,707 | $180.7 萬 | 0.07% | −157−0.7% | 減碼 |
| Stansberry Asset Management, LLC | 23,491 | $179.1 萬 | 0.18% | +1,638+7.5% | 加碼 |
| Objective Capital Management, LLC | 23,436 | $178.7 萬 | 1.82% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 23,179 | $176.7 萬 | 0.10% | +8,402+56.9% | 加碼 |
| Cane Capital Partners, LLC | 23,008 | $175.4 萬 | 0.74% | +23,008 | 新進 |
| NewEdge Wealth, LLC | 22,929 | $174.8 萬 | 0.02% | +904+4.1% | 加碼 |
| Wellspring Financial Advisors, LLC | 22,892 | $174.6 萬 | 0.14% | +52+0.2% | 加碼 |
| Venture Visionary Partners LLC | 22,820 | $174.0 萬 | 0.06% | +22,820 | 新進 |
| WESCAP Management Group, Inc. | 22,225 | $169.4 萬 | 0.34% | +220+1.0% | 加碼 |
| KG&L Capital Management,LLC | 22,190 | $169.2 萬 | 0.44% | +16,759+308.6% | 加碼 |
| Highland Financial Advisors, LLC | 21,700 | $165.4 萬 | 0.46% | −131−0.6% | 減碼 |
| GK Wealth Management LLC | 21,657 | $165.1 萬 | 1.21% | +515+2.4% | 加碼 |
| Arete Wealth Advisors, LLC | 21,447 | $163.5 萬 | 0.11% | +840+4.1% | 加碼 |
| Camelot Portfolios, LLC | 21,383 | $163.0 萬 | 1.01% | −5,307−19.9% | 減碼 |
| Meridian Wealth Management, LLC | 21,165 | $161.3 萬 | 0.06% | +435+2.1% | 加碼 |
| AE Wealth Management LLC | 20,953 | $159.7 萬 | 0.01% | −2,058−8.9% | 減碼 |
| Almanack Investment Partners, LLC. | 20,793 | $158.5 萬 | 0.27% | −3,061−12.8% | 減碼 |
| Financial Management Professionals, Inc. | 20,698 | $157.8 萬 | 0.16% | +428+2.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 20,602 | $157.1 萬 | 0.08% | +5,909+40.2% | 加碼 |
| 180 Wealth Advisors, LLC | 20,447 | $155.9 萬 | 0.18% | +20,447 | 新進 |
| Nkcfo LLC | 20,000 | $152.5 萬 | 0.44% | 00.0% | 不變 |
| Ursa Fund Management, LLC | 20,000 | $152.5 萬 | 0.13% | +10,000+100.0% | 加碼 |
| Ancora Advisors, LLC | 19,939 | $152.0 萬 | 0.03% | +237+1.2% | 加碼 |