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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$69.80 -1.12 (-1.58%)
Closing price 05/7/2026 04:10 PM Eastern
Extended Trading
$69.85 +0.05 (+0.07%)
As of 07:15 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Fidelity Wise Origin Bitcoin Fund (BATS:FBTC)

Number of
Institutional Buyers
(last 12 months)
615
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$1.38B
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/7/2026 Precision Wealth Strategies LLC21,128$1.25M0.4%+54.8%0.009%
5/7/2026 Spartan Wealth Advisory Services LLC4,664$275K0.0%N/A0.002%
5/6/2026 MTM Investment Management LLC18,734$1.11M0.4%+22.1%0.008%
5/6/2026 Gryphon Financial Partners LLC5,380$318K0.0%+4.8%0.002%
5/6/2026 Angeles Wealth Management LLC8,327$492K0.0%+28.6%0.004%
5/6/2026 Bauman Advisory Group LLC12,287$725K0.5%-11.7%0.005%
5/6/2026 SteelPeak Wealth LLC22,524$1.33M0.0%-62.7%0.010%
5/6/2026 Independent Financial Group LLC6,170$364K0.0%N/A0.003%
5/6/2026 Smart Money Group LLC59,860$3.53M1.0%+1.9%0.026%
5/5/2026 Beaumont Financial Advisors LLC445,303$26.29M1.8%-0.6%0.193%
5/5/2026 Bank of New York Mellon Corp31,217$1.84M0.0%N/A0.014%
5/5/2026 SKY Mountain Capital Management Inc.84,338$4.98M3.6%-48.8%0.037%
5/5/2026 Geneos Wealth Management Inc.915$54K0.0%+2,950.0%0.000%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.6,369$376K0.0%+44.5%0.003%
5/5/2026 Ethos Financial Group LLC12,716$751K0.1%-5.6%0.006%
5/5/2026 Sanctuary Advisors LLC118,559$7.00M0.0%+149.2%0.051%
5/5/2026 Nwam LLC50,494$2.98M0.2%+7.9%0.022%
5/4/2026 Bleakley Financial Group LLC19,112$1.13M0.0%+13.4%0.008%
5/4/2026 Citizens National Bank Trust Department13,055$771K0.1%+26.1%0.006%
5/4/2026 Bedel Financial Consulting Inc.16,177$955K0.1%+9.6%0.007%
5/4/2026 Chicago Partners Investment Group LLC4,799$283K0.0%-9.9%0.002%
5/4/2026 Procyon Advisors LLC9,619$568K0.0%+7.5%0.004%
5/2/2026 Diversify Wealth Management LLC226,169$13.35M0.2%+6,152.9%0.098%
5/1/2026 180 Wealth Advisors LLC31,660$1.87M0.2%+54.8%0.014%
5/1/2026 Fifth Third Bancorp815$48K0.0%+676.2%0.000%
5/1/2026 Sovran Advisors LLC13,208$780K0.1%N/A0.006%
5/1/2026 Sequoia Financial Advisors LLC13,785$814K0.0%+39.8%0.006%
5/1/2026 Relyea Zuckerberg Hanson LLC14,362$848K0.1%+174.1%0.006%
5/1/2026 Arbor Capital Management Inc. ADV52,922$3.30M2.7%+1.2%0.023%
4/30/2026 Equitable Trust Co.9,763$576K0.0%N/A0.004%
4/30/2026 Kestra Advisory Services LLC193,072$11.40M0.0%+8.3%0.084%
4/30/2026 Demars Financial Group LLC17,402$1.03M0.3%+90.6%0.008%
4/30/2026 Beam Wealth Advisors Inc.43,250$2.55M0.6%+7.5%0.019%
4/30/2026 Atlas Wealth Partners LLC212,416$12.54M12.9%+1.9%0.092%
4/30/2026 KDK Private Wealth Management LLC53,019$3.13M2.9%+2.5%0.023%
4/29/2026 Childress Capital Advisors LLC33,857$2.00M0.4%+2.7%0.015%
4/29/2026 Meitav Investment House Ltd.54,170$3.20M0.0%+45.1%0.023%
4/29/2026 Clare Market Investments LLC3,400$201K0.0%N/A0.001%
4/29/2026 Integrated Advisors Network LLC12,058$712K0.0%N/A0.005%
4/29/2026 Investment Advisory Services Group LLC10,835$640K0.6%+9.1%0.005%
4/29/2026 Canvas Wealth Advisors LLC12,514$739K0.1%+9.5%0.005%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co32,204$1.90M0.9%+7.5%0.014%
4/28/2026 Libra Wealth LLC93,717$5.53M1.6%+20.9%0.041%
4/28/2026 Appleton Partners Inc. MA4,869$287K0.0%+7.4%0.002%
4/28/2026 Bogart Wealth LLC6,982$412K0.0%+2,534.7%0.003%
4/28/2026 Ascentis Independent Advisors1,002$59K0.0%N/A0.000%
4/28/2026 Pennsylvania Capital Management Inc. ADV9,605$567K0.2%+26.2%0.004%
4/28/2026 Revisor Wealth Management LLC15,325$905K0.2%-3.1%0.007%
4/27/2026 HB Wealth Management LLC4,100$242K0.0%+18.3%0.002%
4/27/2026 Mustard Seed Financial LLC16,494$974K0.6%+3.2%0.007%
4/27/2026 PFG Investments LLC4,995$295K0.0%N/A0.002%
4/27/2026 BIP Wealth LLC4,970$293K0.0%+8.6%0.002%
4/27/2026 World Investment Advisors22,139$1.31M0.0%+41.0%0.010%
4/27/2026 Private Advisor Group LLC158,610$9.36M0.0%+777.4%0.069%
4/27/2026 Platform Technology Partners6,206$366K0.1%+21.0%0.003%
4/27/2026 Prasad Wealth Partners LLC6,254$369K0.1%+56.5%0.003%
4/24/2026 Root Financial Partners LLC1,254$74K0.0%-37.9%0.001%
4/24/2026 Essex Financial Services Inc.16,791$991K0.1%-2.8%0.007%
4/24/2026 Cane Capital Partners LLC26,770$1.58M0.7%+16.4%0.012%
4/24/2026 SMART Wealth LLC37,487$2.21M0.6%+2.5%0.016%
4/23/2026 SevenBridge Financial Group LLC85,331$5.04M0.8%+13.6%0.037%
4/23/2026 Mad River Investors70,339$4.15M1.5%-0.7%0.030%
4/23/2026 Drucker Wealth 3.0 LLC7,923$468K0.1%+57.3%0.003%
4/23/2026 TRU Independence Asset Management 2 LLC22,010$1.30M0.8%+34.8%0.010%
4/23/2026 Apollon Wealth Management LLC12,642$746K0.0%+2.7%0.005%
4/23/2026 Pasadena Private Wealth LLC44,459$2.62M0.4%-31.0%0.019%
4/23/2026 Vicus Capital5,777$341K0.0%-28.5%0.003%
4/22/2026 Madison Park Capital Advisors LLC21,693$1.28M1.0%+30.5%0.009%
4/22/2026 Citrine Capital LLC138,176$8.16M3.5%+15.1%0.060%
4/22/2026 Cambient Family Office LLC50,852$3.00M0.4%-6.7%0.022%
4/22/2026 Merkkuri Wealth Advisors LLC1,032$61K0.0%N/A0.000%
4/21/2026 Crown Wealth Group LLC6,352$375K0.1%N/A0.003%
4/21/2026 Wealth Effects LLC5,940$351K0.1%-33.4%0.003%
4/21/2026 AA Financial Advisors LLC3,514$207K0.0%N/A0.002%
4/21/2026 Falcon Wealth Planning12,994$767K0.1%+11.3%0.006%
4/21/2026 OLD National Bancorp IN13,350$788K0.0%N/A0.006%
4/21/2026 Balance Wealth LLC3,449$204K0.1%N/A0.001%
4/21/2026 KFG Wealth Management LLC10,208$603K0.1%+28.5%0.004%
4/21/2026 Fiduciary Alliance LLC42,532$2.78M0.2%-12.6%0.018%
4/20/2026 Kestra Private Wealth Services LLC100,203$5.92M0.1%-3.3%0.043%
4/20/2026 Ritholtz Wealth Management4,946$292K0.0%+5.7%0.002%
4/20/2026 Global Financial Private Client LLC3,702$219K0.1%N/A0.002%
4/18/2026 EdgeRock Capital LLC4,854$287K0.1%+4.6%0.002%
4/18/2026 Berman McAleer LLC157,241$9.28M1.3%+58.9%0.068%
4/17/2026 Signal Advisors Wealth LLC23,334$1.38M0.1%+44.2%0.010%
4/17/2026 AdvisorNet Financial Inc8,038$474K0.0%-15.4%0.003%
4/17/2026 Five Pine Wealth Management12,063$712K0.4%+25.5%0.005%
4/17/2026 Brookstone Capital Management55,435$3.27M0.0%-5.9%0.024%
4/16/2026 Tactive Advisors LLC5,742$339K0.1%N/A0.002%
4/16/2026 Warren Street Wealth Advisors LLC11,264$665K0.2%N/A0.005%
4/16/2026 Upper Left Wealth Management LLC13,081$772K0.5%+35.3%0.006%
4/16/2026 Cambridge Advisors Inc.58,528$3.46M0.7%+3.4%0.025%
4/16/2026 Evexia Wealth LLC56,511$3.61M1.0%+29.6%0.024%
4/16/2026 Triad Wealth Partners LLC4,034$238K0.0%+52.9%0.002%
4/16/2026 Founders Financial Securities LLC5,774$363K0.0%+4.6%0.003%
4/16/2026 Financial Designs Corp30,209$1.78M1.0%-2.4%0.013%


FBTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBTC shares?

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 Susquehanna International Group LLP ($134.59M).Learn more on Fidelity Wise Origin Bitcoin Fund's institutional investors.

Which institutional investors have been buying Fidelity Wise Origin Bitcoin Fund's stock?

Of the 768 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), Jane Street Group LLC ($2.98M), Sculptor Capital LP ($2.19M), D. E. Shaw & Co. Inc. ($2.19M), Susquehanna International Group LLP ($1.22M), HBK Investments L P ($978.29K), and Schonfeld Strategic Advisors LLC ($945.22K).

How much institutional buying is happening at Fidelity Wise Origin Bitcoin Fund?

Institutional investors have bought a total of 14,476,609 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

Which of Fidelity Wise Origin Bitcoin Fund's major shareholders have been selling company stock?

Of the 215 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: Capula Management Ltd ($2.80M), Schonfeld Strategic Advisors LLC ($2.47M), HBK Investments L P ($2.36M), Sculptor Capital LP ($1.97M), Millennium Management LLC ($1.70M), Wolverine Asset Management LLC ($822.12K), and ParaFi Capital LP ($590K).

How much institutional selling is happening at Fidelity Wise Origin Bitcoin Fund?

Institutional investors have sold a total of 16,587,658 shares in the last 24 months. This volume of shares sold represents approximately $1.38B in transactions.



This page (BATS:FBTC) was last updated on 5/8/2026 by MarketBeat.com Staff.
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