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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$72.71 +0.18 (+0.25%)
Closing price 04:10 PM Eastern
Extended Trading
$72.75 +0.04 (+0.05%)
As of 04:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Wise Origin Bitcoin Fund (BATS:FBTC)

Number of
Institutional Buyers
(last 12 months)
538
Total
Institutional Inflows
(last 12 months)
$815.30M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$652.30M
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FBTC Institutional Buying and Selling by Quarter

Fidelity Wise Origin Bitcoin Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/25/2026Atomic Invest LLC229,404$12.04M1.1%-0.9%0.099%
9/22/2026Innovative Advisory Group LLC32,035$1.64M1.2%-10.8%0.014%
9/15/2026SkyView Investment Advisors LLC8,000$408K0.3%+33.3%0.003%
9/9/2026Sequoia Financial Advisors LLC11,789$602K0.0%-14.5%0.005%
9/9/2026Van Hulzen Asset Management LLC43,043$2.20M0.2%-83.2%0.019%
9/9/2026IPG Investment Advisors LLC48,962$2.50M0.4%+38.9%0.021%
9/9/2026NorthRock Partners LLC4,336$221K0.0%N/A0.002%
9/9/2026Integrated Wealth Concepts LLC26,818$1.37M0.0%-6.9%0.012%
9/9/2026NewEdge Advisors LLC53,790$2.75M0.0%-31.9%0.023%
9/9/2026IFP Advisors Inc8,428$430K0.0%-31.4%0.004%
9/8/2026Allworth Financial LP4,492$229K0.0%-28.2%0.002%
9/8/2026Waverly Advisors LLC29,274$1.49M0.0%+9.3%0.013%
8/27/2026Corient Private Wealth LP86,368$4.41M0.0%-7.1%0.037%
8/23/2026Guardian Wealth Advisors LLC NC4,987$255K0.0%+16.5%0.002%
8/23/2026Wedmont Private Capital22,064$1.23M0.0%+102.2%0.010%
8/23/2026Anson Capital Inc.8,093$413K0.3%-14.1%0.004%
8/23/2026POM Investment Strategies LLC2,192$112K0.1%+124.8%0.001%
8/23/2026Beaird Harris Wealth Management LLC90,014$4.60M0.3%+35.9%0.039%
8/23/2026HB Wealth Management LLC5,350$273K0.0%+30.5%0.002%
8/23/2026Hutchens & Kramer Investment Management Group LLC4,360$223K0.1%N/A0.002%
8/23/2026Angeles Wealth Management LLC12,827$655K0.0%+54.0%0.006%
8/23/2026Highland Financial Advisors LLC22,085$1.13M0.3%+7.6%0.010%
8/22/2026Compass Financial Management LLC2,920$163K0.0%N/A0.001%
8/22/2026Strive Financial Group LLC15,641$798K0.3%N/A0.007%
8/22/2026SMART Wealth LLC30,610$1.56M0.3%-18.3%0.013%
8/22/2026Syon Capital LLC283,149$14.46M0.6%+5,961.8%0.123%
8/22/2026Syntax Research Inc.785$40K0.0%N/A0.000%
8/22/2026Concurrent Investment Advisors LLC99,662$5.09M0.0%+27.5%0.043%
8/21/2026AXQ Capital LP10,894$556K0.1%N/A0.005%
8/21/2026KFG Wealth Management LLC14,372$734K0.1%+40.8%0.006%
8/21/2026Beacon Capital Management LLC5,729$292K0.0%-13.2%0.002%
8/21/2026PYA Waltman Capital LLC64,923$3.31M0.8%-0.5%0.028%
8/21/2026SkyOak Wealth LLC21,944$1.12M0.2%N/A0.010%
8/21/2026Secure Asset Management LLC10,084$515K0.1%+10.5%0.004%
8/21/2026Bedel Financial Consulting Inc.16,368$836K0.1%+1.2%0.007%
8/21/2026Legacy Financial Advisors Inc.6,449$329K0.0%+2.8%0.003%
8/20/2026Proficio Capital Partners LLC16,075$821K0.0%-6.9%0.007%
8/20/2026Nwam LLC49,145$2.51M0.1%-2.7%0.021%
8/20/2026Rehmann Capital Advisory Group5,419$277K0.0%-27.2%0.002%
8/20/2026Headlands Technologies LLC12,480$637K0.1%+123.9%0.005%
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8/12/2026Compass Financial Management LLC2,920$163K0.0%N/A0.001%
8/12/2026Krane Financial Solutions LLC3,984$203K0.1%N/A0.002%
7/10/2026Abound Wealth Management30,221$1.54M0.3%+4.0%0.013%
7/10/2026Canvas Wealth Advisors LLC11,613$593K0.1%-7.2%0.005%
7/10/2026Financial Designs Corp28,136$1.44M0.8%-6.9%0.012%
7/10/2026Highland Financial Advisors LLC22,085$1.13M0.2%+7.6%0.010%
7/10/2026Redhawk Wealth Advisors Inc.5,780$295K0.0%-16.0%0.003%
7/10/2026Wealthcare Advisory Partners LLC33,084$1.69M0.0%-0.9%0.014%
7/9/2026Legacy Wealth Asset Management LLC301,367$15.39M3.4%-0.3%0.131%
7/9/2026Allied Private Wealth LLC5,075$275K0.2%N/A0.002%
7/9/2026Kastel Capital Advisors LLC3,952$202K0.1%+31.1%0.002%
7/9/2026Birchbrook Inc.505$26K0.0%+106.1%0.000%
7/9/2026Whitaker Myers Wealth Managers LTD.12,732$650K0.1%+22.0%0.006%
7/9/2026Adamsbrown Wealth Consultants LLC5,042$257K0.0%+12.7%0.002%
7/9/2026Valeo Financial Advisors LLC38,852$1.98M0.0%-8.4%0.017%
7/9/2026Worth Asset Management LLC5,829$298K0.1%N/A0.003%
7/8/2026Beaird Harris Wealth Management LLC90,014$4.60M0.3%+35.9%0.039%
7/8/2026Thurston Springer Miller Herd & Titak Inc.1,784$91K0.0%+48.8%0.001%
7/8/2026First Heartland Consultants Inc.52,945$2.70M0.2%+0.6%0.023%
7/8/2026Cooper Financial Group5,497$281K0.0%+15.0%0.002%
7/7/2026180 Wealth Advisors LLC29,198$1.49M0.1%-7.8%0.013%
7/7/2026GK Wealth Management LLC23,957$1.22M0.6%N/A0.010%
7/7/2026Avior Wealth Management LLC5,743$293K0.0%-82.0%0.002%
7/1/2026Noble Wealth Management PBC2,595$132K0.1%-24.7%0.001%
6/24/2026Basecamp Wealth Advisors LLC6,081$359K0.1%-48.5%0.003%
6/24/2026Redwood Investment Management LLC3,821$226K0.0%+11.5%0.002%
6/11/2026LFG Wealth Partners LLC44,101$2.60M1.6%N/A0.019%
6/8/2026Pine Valley Investments Ltd Liability Co6,642$392K0.0%+26.4%0.003%
6/3/2026Parallel Advisors LLC18,578$1.10M0.0%+45.1%0.008%
6/3/2026NewEdge Advisors LLC78,941$4.66M0.0%+27.7%0.034%
6/1/2026Keel Point LLC33,269$1.96M0.1%-21.9%0.014%
5/28/2026Maripau Wealth Management LLC9,432$557K0.2%+229.1%0.004%
5/21/2026Vestor Capital LLC5,297$313K0.0%-38.1%0.002%
5/20/2026Arete Wealth Advisors LLC24,193$1.43M0.1%+12.8%0.010%
5/19/2026Silicon Valley Capital Partners1,790$106K0.0%-8.4%0.001%
5/19/2026NewEdge Advisors LLC78,941$4.66M0.1%+27.7%0.034%
5/19/2026Bank of America Corp DE28,996$1.71M0.0%-2.0%0.013%
5/19/2026Cim LLC15,142$894K0.1%+34.9%0.007%
5/19/2026Arkadios Wealth Advisors4,214$249K0.0%+24.0%0.002%
5/19/2026Arete Wealth Advisors LLC24,193$1.43M0.1%+12.8%0.010%
5/18/2026Sunbelt Securities Inc.3,861$228K0.0%-31.6%0.002%
5/18/2026EverSource Wealth Advisors LLC452,375$26.70M0.8%+5.3%0.196%
5/18/2026Royal Bank of Canada979$58K0.0%+123.0%0.000%
5/16/2026Quantinno Capital Management LP7,102$419K0.0%-22.9%0.003%
5/15/2026Cardiff Park Advisors LLC5,708$337K0.0%-10.5%0.002%
5/15/2026Waverly Advisors LLC26,777$1.58M0.0%+65.0%0.012%
5/15/2026Wealth Alliance LLC20,096$1.19M0.1%+122.3%0.009%
5/15/2026Vivaldi Capital Management LP21,484$1.27M0.2%-43.3%0.009%
5/15/2026Broadhurst Jeffrey B6,183$365K0.4%N/A0.003%
5/14/2026Renaissance Technologies LLC55,100$3.25M0.0%+22.7%0.024%
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5/14/2026Modern Wealth Management LLC3,537$210K0.0%N/A0.002%
5/14/2026Lido Advisors LLC118,427$6.99M0.0%+137.8%0.051%
5/13/2026Cetera Investment Advisers407,064$24.03M0.0%+29.4%0.176%
5/13/2026First Trust Advisors LP76,980$4.54M0.0%-12.7%0.033%
5/8/2026PNC Financial Services Group Inc.4,362$257K0.0%-20.9%0.002%
5/8/2026Element Pointe Advisors LLC57,121$3.37M0.6%+31.1%0.025%
5/8/2026JSF Financial LLC11,379$672K0.1%+9.7%0.005%
5/7/2026Earned Wealth Advisors LLC11,438$675K0.0%-19.2%0.005%
5/7/2026Parallel Advisors LLC18,578$1.10M0.0%+45.1%0.008%
5/7/2026Precision Wealth Strategies LLC21,128$1.25M0.4%+54.8%0.009%


FBTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 787 institutional investors and hedge funds held shares of Fidelity Wise Origin Bitcoin Fund. The most heavily invested institutionals were Millennium Management LLC ($555.96M), D. E. Shaw & Co. Inc. ($357.07M), Bracebridge Capital LLC ($323.71M), Capula Management Ltd ($210.88M), Schonfeld Strategic Advisors LLC ($179.14M), Jane Street Group LLC ($142.84M), and Almitas Capital LLC ($117.14M).Learn more on Fidelity Wise Origin Bitcoin Fund's institutional investors.

Of the 763 institutional investors that purchased Fidelity Wise Origin Bitcoin Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bracebridge Capital LLC ($3.97M), Sculptor Capital LP ($2.19M), HBK Investments L P ($978.29K), Schonfeld Strategic Advisors LLC ($945.22K), Capula Management Ltd ($879.16K), Consolidated Portfolio Review Corp ($834.37K), and Morgan Stanley ($692.68K).

Institutional investors have bought a total of 10,089,326 shares in the last 24 months. This purchase volume represents approximately $815.30M in transactions.

Of the 185 institutional investors that sold Fidelity Wise Origin Bitcoin Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Schonfeld Strategic Advisors LLC ($2.47M), Sculptor Capital LP ($1.97M), Marex Group plc ($399.96K), O Neil Global Advisors Inc. ($279.59K), Diversify Advisory Services LLC ($224.67K), Van Hulzen Asset Management LLC ($214.70K), and Gimbal Financial ($159.38K).

Institutional investors have sold a total of 7,660,350 shares in the last 24 months. This volume of shares sold represents approximately $652.30M in transactions.



Institutional ownership data for BATS:FBTC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/25/2026. New 13F filings are added each quarter as they're published.
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