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 |
|---|---|---|---|---|---|
| Clientfirst Wealth Management, LLC | 9,793 | $74.7 萬 | 0.60% | +1,460+17.5% | 加碼 |
| Garde Capital, Inc. | 9,771 | $74.5 萬 | 0.04% | +9,771 | 新進 |
| Upper Left Wealth Management, LLC | 9,667 | $73.7 萬 | 0.45% | +992+11.4% | 加碼 |
| Dudley Capital Management, LLC | 9,658 | $73.6 萬 | 0.32% | +1,125+13.2% | 加碼 |
| Five Pine Wealth Management | 9,614 | $73.3 萬 | 0.47% | +2,328+32.0% | 加碼 |
| Diversify Advisory Services, LLC | 8,781 | $73.1 萬 | 0.02% | −224,671−96.2% | 減碼 |
| Samalin Investment Counsel, LLC | 9,511 | $72.5 萬 | 0.26% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 9,505 | $72.5 萬 | 0.04% | −528−5.3% | 減碼 |
| Wealth Dimensions Group, Ltd. | 9,503 | $72.4 萬 | 0.14% | +30.0% | 加碼 |
| Resources Investment Advisors, LLC. | 9,355 | $71.3 萬 | 0.01% | +830+9.7% | 加碼 |
| Crestwood Advisors Group LLC | 9,330 | $71.1 萬 | 0.01% | +3,114+50.1% | 加碼 |
| Cadia Private Client LLC | 9,325 | $71.1 萬 | 0.56% | +9,325 | 新進 |
| Prosperity Planning, Inc. | 9,300 | $70.9 萬 | 0.19% | 00.0% | 不變 |
| Quantinno Capital Management LP | 9,210 | $70.2 萬 | 0.00% | +4,293+87.3% | 加碼 |
| Demars Financial Group, LLC | 9,128 | $69.6 萬 | 0.23% | +1,419+18.4% | 加碼 |
| Wealth Alliance | 9,039 | $68.9 萬 | 0.07% | +2,944+48.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 8,950 | $68.2 萬 | 0.03% | +8,950 | 新進 |
| Wealth Effects LLC | 8,925 | $68.0 萬 | 0.21% | +2,515+39.2% | 加碼 |
| Roman Butler Fullerton & Co | 8,714 | $67.8 萬 | 0.18% | −226−2.5% | 減碼 |
| Wesbanco Bank Inc | 8,705 | $66.4 萬 | 0.02% | +100+1.2% | 加碼 |
| Sound Portfolio Advisors, LLC | 8,526 | $65.0 萬 | 0.55% | +8,526 | 新進 |
| Everett Harris & Co | 8,514 | $64.9 萬 | 0.01% | +1,575+22.7% | 加碼 |
| Belpointe Asset Management LLC | 8,464 | $64.5 萬 | 0.02% | −4,702−35.7% | 減碼 |
| Larson Financial Group LLC | 8,464 | $64.5 萬 | 0.02% | +379+4.7% | 加碼 |
| Split Rock Private Trading & Wealth Management, LLC | 8,458 | $64.5 萬 | 0.52% | +8,458 | 新進 |
| Estate Planners Group, LLC | 8,450 | $64.4 萬 | 0.28% | +8,450 | 新進 |
| Solstein Capital, LLC | 8,407 | $64.1 萬 | 0.26% | +8,407 | 新進 |
| Beacon Pointe Advisors, LLC | 8,365 | $63.8 萬 | 0.00% | +4,609+122.7% | 加碼 |
| Associated Banc-Corp | 8,352 | $63.7 萬 | 0.02% | 00.0% | 不變 |
| Willis Johnson & Associates, Inc. | 8,302 | $63.3 萬 | 0.04% | +169+2.1% | 加碼 |
| United Capital Financial Advisers, LLC | 8,229 | $62.7 萬 | 0.00% | +1,572+23.6% | 加碼 |
| Argentarii, LLC | 8,200 | $62.5 萬 | 0.21% | +8,200 | 新進 |
| Osbon Capital Management LLC | 8,191 | $62.4 萬 | 0.58% | +8,191 | 新進 |
| Greenberg Financial Group | 8,169 | $62.3 萬 | 0.26% | +8,169 | 新進 |
| Jump Financial, LLC | 8,098 | $61.7 萬 | 0.01% | −54,273−87.0% | 減碼 |
| Vicus Capital | 8,077 | $61.6 萬 | 0.05% | +1,956+32.0% | 加碼 |
| FineMark National Bank & Trust | 8,065 | $61.5 萬 | 0.02% | +680+9.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,194 | $61.2 萬 | 0.01% | +714+9.5% | 加碼 |
| Matauro, LLC | 8,018 | $61.1 萬 | 0.09% | −934−10.4% | 減碼 |
| Elequin Capital LP | 8,000 | $61.0 萬 | 0.08% | −471,372−98.3% | 減碼 |
| Brown Advisory Inc | 8,000 | $61.0 萬 | 0.00% | +2,000+33.3% | 加碼 |
| KFG Wealth Management, LLC | 7,942 | $60.5 萬 | 0.08% | +4,902+161.3% | 加碼 |
| We Are One Seven, LLC | 7,928 | $60.4 萬 | 0.01% | +1,993+33.6% | 加碼 |
| CLG LLC | 7,851 | $59.8 萬 | 0.15% | 00.0% | 不變 |
| Rochester Wealth Strategies, LLC | 7,809 | $59.5 萬 | 0.37% | +7,809 | 新進 |
| Northwestern Mutual Wealth Management Co | 7,804 | $59.5 萬 | 0.00% | +7,102+1,011.7% | 加碼 |
| CFO4Life Group, LLC | 7,794 | $59.4 萬 | 0.08% | +2,571+49.2% | 加碼 |
| Sweeney & Michel, LLC | 10,080 | $59.3 萬 | 0.17% | +111+1.1% | 加碼 |
| City State Bank | 7,750 | $59.1 萬 | 0.16% | +7,750 | 新進 |
| Running Point Capital Advisors, LLC | 7,743 | $59.0 萬 | 0.16% | +77+1.0% | 加碼 |
| Ellis Investment Partners, LLC | 7,739 | $59.0 萬 | 0.10% | +3,700+91.6% | 加碼 |
| Hilltop Holdings Inc. | 7,703 | $58.7 萬 | 0.04% | +1,851+31.6% | 加碼 |
| Intellectus Partners, LLC | 7,700 | $58.7 萬 | 0.11% | +500+6.9% | 加碼 |
| Instrumental Wealth, LLC | 9,955 | $58.5 萬 | 0.35% | +4,165+71.9% | 加碼 |
| Pennsylvania Capital Management Inc | 7,613 | $58.0 萬 | 0.16% | +4,155+120.2% | 加碼 |
| East Coast Asset Management, LLC. | 7,550 | $57.6 萬 | 0.17% | +5,205+222.0% | 加碼 |
| Westover Capital Advisors, LLC | 7,535 | $57.4 萬 | 0.10% | −2,000−21.0% | 減碼 |
| Werba Rubin Papier Wealth Management | 7,515 | $57.3 萬 | 0.16% | +1,200+19.0% | 加碼 |
| Guidance Point Advisors, LLC | 7,509 | $57.3 萬 | 0.13% | +526+7.5% | 加碼 |
| Corps Capital Advisors, LLC | 7,225 | $55.1 萬 | 0.57% | +5,175+252.4% | 加碼 |
| Endowment Wealth Management, Inc. | 7,176 | $54.7 萬 | 0.25% | +1,580+28.2% | 加碼 |
| Chicago Capital, LLC | 7,107 | $54.2 萬 | 0.01% | +63+0.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,070 | $53.8 萬 | 0.03% | +27+0.4% | 加碼 |
| Sandbox Financial Partners, LLC | 7,052 | $53.8 萬 | 0.15% | −877−11.1% | 減碼 |
| Fairview Capital Investment Management, LLC | 6,950 | $53.0 萬 | 0.03% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 6,841 | $52.1 萬 | 0.06% | +9+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 6,714 | $51.2 萬 | 0.01% | +143+2.2% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 6,655 | $50.7 萬 | 0.11% | +4,005+151.1% | 加碼 |
| Sankala Group LLC | 8,861 | $50.6 萬 | 0.40% | +8,861 | 新進 |
| Angeles Wealth Management, LLC | 6,473 | $49.3 萬 | 0.03% | +6,473 | 新進 |
| Cardiff Park Advisors, LLC | 6,375 | $48.6 萬 | 0.04% | +1,050+19.7% | 加碼 |
| Wealth Group Ltd | 6,337 | $48.3 萬 | 0.11% | +869+15.9% | 加碼 |
| Bridgewater Advisors Inc. | 6,137 | $48.2 萬 | 0.03% | +3,135+104.4% | 加碼 |
| Vantage Financial Partners, LLC | 6,298 | $48.0 萬 | 0.10% | +1,469+30.4% | 加碼 |
| Moors & Cabot, Inc. | 6,218 | $47.4 萬 | 0.02% | 00.0% | 不變 |
| Broadhurst Jeffrey B | 6,183 | $47.1 萬 | 0.49% | +6,183 | 新進 |
| Bitterroot Capital Advisors LLC | 6,170 | $47.0 萬 | 0.32% | +6,170 | 新進 |
| Truvestments Capital LLC | 6,155 | $46.9 萬 | 0.09% | −949−13.4% | 減碼 |
| Sunesis Advisors, LLC | 6,133 | $46.8 萬 | 0.21% | +6,133 | 新進 |
| Claro Advisors LLC | 6,120 | $46.7 萬 | 0.06% | +100+1.7% | 加碼 |
| Franklin Resources Inc | 6,116 | $46.6 萬 | 0.00% | −3,385−35.6% | 減碼 |
| Union Bancaire Privee, UBP SA | 7,690 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Eagle Strategies LLC | 6,068 | $46.3 萬 | 0.06% | +6,068 | 新進 |
| Transcend Wealth Collective, LLC | 6,065 | $46.2 萬 | 0.04% | +3,852+174.1% | 加碼 |
| Drive Wealth Management, LLC | 6,044 | $46.1 萬 | 0.09% | +3,493+136.9% | 加碼 |
| SkyView Investment Advisors, LLC | 6,000 | $45.7 萬 | 0.06% | −5,500−47.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,978 | $45.6 萬 | 0.06% | +1,132+23.4% | 加碼 |
| Scotia Capital Inc. | 5,935 | $45.2 萬 | 0.00% | +475+8.7% | 加碼 |
| Asset Dedication, LLC | 5,895 | $44.9 萬 | 0.03% | −328−5.3% | 減碼 |
| Central Trust Co | 5,894 | $44.9 萬 | 0.01% | −427−6.8% | 減碼 |
| Beacon Capital Management, LLC | 5,869 | $44.7 萬 | 0.07% | +987+20.2% | 加碼 |
| Cascade Financial Partners, LLC | 5,834 | $44.5 萬 | 0.05% | +748+14.7% | 加碼 |
| Smartleaf Asset Management LLC | 5,808 | $44.5 萬 | 0.02% | +5,808 | 新進 |
| Strategic Wealth Partners, Ltd. | 5,804 | $44.2 萬 | 0.03% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 5,795 | $44.2 萬 | 0.14% | +5,795 | 新進 |
| Anson Capital, Inc. | 5,745 | $43.8 萬 | 0.32% | +1,920+50.2% | 加碼 |
| Avestar Capital, LLC | 5,711 | $43.5 萬 | 0.03% | +5,711 | 新進 |
| Horizon Kinetics Asset Management LLC | 5,681 | $43.3 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 5,668 | $43.2 萬 | 0.00% | −1,048−15.6% | 減碼 |
| Stokes Family Office, LLC | 5,662 | $43.2 萬 | 0.04% | +1,470+35.1% | 加碼 |