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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$68.36 +0.14 (+0.21%)
As of 02:31 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)
536
Total
Institutional Inflows
(last 12 months)
$816.92M
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$641.23M
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FBTC Institutional Buying and Selling by Quarter

Fidelity Wise Origin Bitcoin Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 NorthRock Partners LLC4,336$221K0.0%N/A0.002%
9/9/2026 Integrated Wealth Concepts LLC26,818$1.37M0.0%-6.9%0.012%
9/9/2026 NewEdge Advisors LLC53,790$2.75M0.0%-31.9%0.023%
9/9/2026 IFP Advisors Inc8,428$430K0.0%-31.4%0.004%
9/8/2026 Allworth Financial LP4,492$229K0.0%-28.2%0.002%
9/8/2026 Waverly Advisors LLC29,274$1.49M0.0%+9.3%0.013%
8/27/2026 Corient Private Wealth LP86,368$4.41M0.0%-7.1%0.037%
8/23/2026 Guardian Wealth Advisors LLC NC4,987$255K0.0%+16.5%0.002%
8/23/2026 Wedmont Private Capital22,064$1.23M0.0%+102.2%0.010%
8/23/2026 Anson Capital Inc.8,093$413K0.3%-14.1%0.004%
8/23/2026 POM Investment Strategies LLC2,192$112K0.1%+124.8%0.001%
8/23/2026 Beaird Harris Wealth Management LLC90,014$4.60M0.3%+35.9%0.039%
8/23/2026 HB Wealth Management LLC5,350$273K0.0%+30.5%0.002%
8/23/2026 Hutchens & Kramer Investment Management Group LLC4,360$223K0.1%N/A0.002%
8/23/2026 Angeles Wealth Management LLC12,827$655K0.0%+54.0%0.006%
8/23/2026 Highland Financial Advisors LLC22,085$1.13M0.3%+7.6%0.010%
8/22/2026 Compass Financial Management LLC2,920$163K0.0%N/A0.001%
8/22/2026 Strive Financial Group LLC15,641$798K0.3%N/A0.007%
8/22/2026 SMART Wealth LLC30,610$1.56M0.3%-18.3%0.013%
8/22/2026 Syon Capital LLC283,149$14.46M0.6%+5,961.8%0.123%
8/22/2026 Syntax Research Inc.785$40K0.0%N/A0.000%
8/22/2026 Concurrent Investment Advisors LLC99,662$5.09M0.0%+27.5%0.043%
8/21/2026 AXQ Capital LP10,894$556K0.1%N/A0.005%
8/21/2026 KFG Wealth Management LLC14,372$734K0.1%+40.8%0.006%
8/21/2026 Beacon Capital Management LLC5,729$292K0.0%-13.2%0.002%
8/21/2026 PYA Waltman Capital LLC64,923$3.31M0.8%-0.5%0.028%
8/21/2026 SkyOak Wealth LLC21,944$1.12M0.2%N/A0.010%
8/21/2026 Secure Asset Management LLC10,084$515K0.1%+10.5%0.004%
8/21/2026 Bedel Financial Consulting Inc.16,368$836K0.1%+1.2%0.007%
8/21/2026 Legacy Financial Advisors Inc.6,449$329K0.0%+2.8%0.003%
8/20/2026 Proficio Capital Partners LLC16,075$821K0.0%-6.9%0.007%
8/20/2026 Nwam LLC49,145$2.51M0.1%-2.7%0.021%
8/20/2026 Rehmann Capital Advisory Group5,419$277K0.0%-27.2%0.002%
8/20/2026 Headlands Technologies LLC12,480$637K0.1%+123.9%0.005%
8/12/2026 Compass Financial Management LLC2,920$163K0.0%N/A0.001%
8/12/2026 Krane Financial Solutions LLC3,984$203K0.1%N/A0.002%
7/10/2026 Abound Wealth Management30,221$1.54M0.3%+4.0%0.013%
7/10/2026 Canvas Wealth Advisors LLC11,613$593K0.1%-7.2%0.005%
7/10/2026 Financial Designs Corp28,136$1.44M0.8%-6.9%0.012%
7/10/2026 Highland Financial Advisors LLC22,085$1.13M0.2%+7.6%0.010%
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7/10/2026 Redhawk Wealth Advisors Inc.5,780$295K0.0%-16.0%0.003%
7/10/2026 Wealthcare Advisory Partners LLC33,084$1.69M0.0%-0.9%0.014%
7/9/2026 Legacy Wealth Asset Management LLC301,367$15.39M3.4%-0.3%0.131%
7/9/2026 Allied Private Wealth LLC5,075$275K0.2%N/A0.002%
7/9/2026 Kastel Capital Advisors LLC3,952$202K0.1%+31.1%0.002%
7/9/2026 Birchbrook Inc.505$26K0.0%+106.1%0.000%
7/9/2026 Whitaker Myers Wealth Managers LTD.12,732$650K0.1%+22.0%0.006%
7/9/2026 Adamsbrown Wealth Consultants LLC5,042$257K0.0%+12.7%0.002%
7/9/2026 Valeo Financial Advisors LLC38,852$1.98M0.0%-8.4%0.017%
7/9/2026 Worth Asset Management LLC5,829$298K0.1%N/A0.003%
7/8/2026 Beaird Harris Wealth Management LLC90,014$4.60M0.3%+35.9%0.039%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,784$91K0.0%+48.8%0.001%
7/8/2026 First Heartland Consultants Inc.52,945$2.70M0.2%+0.6%0.023%
7/8/2026 Cooper Financial Group5,497$281K0.0%+15.0%0.002%
7/7/2026 180 Wealth Advisors LLC29,198$1.49M0.1%-7.8%0.013%
7/7/2026 GK Wealth Management LLC23,957$1.22M0.6%N/A0.010%
7/7/2026 Avior Wealth Management LLC5,743$293K0.0%-82.0%0.002%
7/1/2026 Noble Wealth Management PBC2,595$132K0.1%-24.7%0.001%
6/24/2026 Basecamp Wealth Advisors LLC6,081$359K0.1%-48.5%0.003%
6/24/2026 Redwood Investment Management LLC3,821$226K0.0%+11.5%0.002%
6/11/2026 LFG Wealth Partners LLC44,101$2.60M1.6%N/A0.019%
6/8/2026 Pine Valley Investments Ltd Liability Co6,642$392K0.0%+26.4%0.003%
6/3/2026 Parallel Advisors LLC18,578$1.10M0.0%+45.1%0.008%
6/3/2026 NewEdge Advisors LLC78,941$4.66M0.0%+27.7%0.034%
6/1/2026 Keel Point LLC33,269$1.96M0.1%-21.9%0.014%
5/28/2026 Maripau Wealth Management LLC9,432$557K0.2%+229.1%0.004%
5/21/2026 Vestor Capital LLC5,297$313K0.0%-38.1%0.002%
5/20/2026 Arete Wealth Advisors LLC24,193$1.43M0.1%+12.8%0.010%
5/19/2026Silicon Valley Capital Partners1,790$106K0.0%-8.4%0.001%
5/19/2026 NewEdge Advisors LLC78,941$4.66M0.1%+27.7%0.034%
5/19/2026 Bank of America Corp DE28,996$1.71M0.0%-2.0%0.013%
5/19/2026 Cim LLC15,142$894K0.1%+34.9%0.007%
5/19/2026 Arkadios Wealth Advisors4,214$249K0.0%+24.0%0.002%
5/19/2026 Arete Wealth Advisors LLC24,193$1.43M0.1%+12.8%0.010%
5/18/2026Sunbelt Securities Inc.3,861$228K0.0%-31.6%0.002%
5/18/2026 EverSource Wealth Advisors LLC452,375$26.70M0.8%+5.3%0.196%
5/18/2026 Royal Bank of Canada979$58K0.0%+123.0%0.000%
5/16/2026 Quantinno Capital Management LP7,102$419K0.0%-22.9%0.003%
5/15/2026 Cardiff Park Advisors LLC5,708$337K0.0%-10.5%0.002%
5/15/2026 Waverly Advisors LLC26,777$1.58M0.0%+65.0%0.012%
5/15/2026 Wealth Alliance LLC20,096$1.19M0.1%+122.3%0.009%
5/15/2026 Vivaldi Capital Management LP21,484$1.27M0.2%-43.3%0.009%
5/15/2026 Broadhurst Jeffrey B6,183$365K0.4%N/A0.003%
5/14/2026 Renaissance Technologies LLC55,100$3.25M0.0%+22.7%0.024%
5/14/2026 Modern Wealth Management LLC3,537$210K0.0%N/A0.002%
5/14/2026 Lido Advisors LLC118,427$6.99M0.0%+137.8%0.051%
5/13/2026 Cetera Investment Advisers407,064$24.03M0.0%+29.4%0.176%
5/13/2026 First Trust Advisors LP76,980$4.54M0.0%-12.7%0.033%
5/8/2026 PNC Financial Services Group Inc.4,362$257K0.0%-20.9%0.002%
5/8/2026 Element Pointe Advisors LLC57,121$3.37M0.6%+31.1%0.025%
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5/8/2026 JSF Financial LLC11,379$672K0.1%+9.7%0.005%
5/7/2026 Earned Wealth Advisors LLC11,438$675K0.0%-19.2%0.005%
5/7/2026 Parallel 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%


FBTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 784 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 762 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 10,099,596 shares in the last 24 months. This purchase volume represents approximately $816.92M in transactions.

Of the 182 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), Gimbal Financial ($159.38K), and Millennium Management LLC ($153.88K).

Institutional investors have sold a total of 7,441,525 shares in the last 24 months. This volume of shares sold represents approximately $641.23M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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