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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$59.86 -2.17 (-3.50%)
Closing price 04:10 PM Eastern
Extended Trading
$59.11 -0.75 (-1.26%)
As of 06:23 PM 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)
473
Total
Institutional Inflows
(last 12 months)
$687.24M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$604.17M
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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
11/13/2026Trivium Point Advisory LLC2,821$205K0.0%N/A0.001%
11/13/2026Fiduciary Financial Advisors10,060$727K0.1%+12.1%0.005%
11/13/2026Bleakley Financial Group LLC19,575$1.42M0.0%-1.3%0.010%
11/13/2026Essex Financial Services Inc.16,962$1.23M0.1%+8.7%0.008%
11/13/2026Libra Wealth LLC108,084$7.85M1.9%+2.6%0.053%
11/13/2026Gamco Investors INC. ET AL14,100$1.02M0.0%-22.1%0.007%
11/12/2026First Trust Advisors LP75,109$5.46M0.0%+16.1%0.037%
11/11/2026 Mayflower Financial Advisors LLC8,437$613K0.0%N/A0.004%
11/11/2026 Private Advisor Group LLC17,330$1.26M0.0%N/A0.009%
11/11/2026 Ieq Capital LLC108,581$7.89M0.0%-8.7%0.054%
11/11/2026 Focus Advisor Solutions LLC3,402$247K0.0%N/A0.002%
11/10/2026 OneAscent Financial Services LLC6,427$467K0.0%-27.3%0.003%
11/10/2026 Bogart Wealth LLC3,154$229K0.0%-75.4%0.002%
11/10/2026 Global Retirement Partners LLC39,063$2.84M0.0%-1.6%0.019%
11/10/2026 M. Kulyk & Associates LLC9,273$674K0.1%-7.1%0.005%
11/10/2026 HighTower Advisors LLC421,929$30.65M0.0%+0.1%0.208%
11/9/2026 AlTi Global Inc.3,311$241K0.0%N/A0.002%
11/9/2026 Drive Wealth Management LLC11,676$848K0.1%+1.9%0.006%
11/7/2026 Condor Capital Management17,507$1.27M0.1%+5.6%0.009%
11/6/2026 Allworth Financial LP6,661$484K0.0%+48.3%0.003%
11/6/2026 Fifth Third Bancorp3,718$270K0.0%+12.9%0.002%
11/5/2026 Ritholtz Wealth Management6,604$480K0.0%+18.1%0.003%
11/5/2026 Joel Isaacson & Co. LLC38,146$2.77M0.1%-2.8%0.019%
11/5/2026 Lido Advisors LLC131,258$9.54M0.0%+7.0%0.065%
11/4/2026 United Capital Management of KS Inc.552,877$40.16M5.3%+1.8%0.273%
11/4/2026 Vestor Capital LLC249,237$18.11M0.5%+4,835.4%0.123%
11/4/2026 AlphaCore Capital LLC4,502$327K0.0%-10.0%0.002%
11/4/2026 Almanack Investment Partners LLC.3,122$227K0.0%-28.6%0.002%
11/4/2026 Means Investment CO. Inc.362,195$26.31M1.9%-12.7%0.179%
11/4/2026 Atlas Wealth Partners LLC218,144$15.85M17.2%+0.8%0.108%
11/4/2026 M Holdings Securities Inc.3,823$270K0.0%N/A0.002%
11/4/2026 Brighton Jones LLC11,675$848K0.0%+78.1%0.006%
11/3/2026 Endowment Wealth Management Inc.12,443$904K0.3%+16.2%0.006%
11/3/2026 180 Wealth Advisors LLC25,955$1.89M0.2%-11.1%0.013%
11/3/2026 Guild Investment Management Inc.26,956$1.96M1.3%-8.9%0.013%
11/3/2026 StoneX Group Inc.10,348$752K0.0%N/A0.005%
11/3/2026 Allen Investment Management LLC3,100$225K0.0%N/A0.002%
11/3/2026 Ashton Thomas Private Wealth LLC4,591$333K0.0%N/A0.002%
11/3/2026 Canvas Wealth Advisors LLC9,270$651K0.1%-20.2%0.005%
11/3/2026 Bayshore Capital Advisors LLC176,419$12.82M6.6%+5.3%0.087%
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11/3/2026 Waldron Private Wealth LLC11,713$851K0.0%-22.3%0.006%
11/2/2026 Principle Wealth Partners LLC19,954$1.45M0.1%-5.7%0.009%
11/2/2026 Kestra Advisory Services LLC85,030$6.18M0.0%-55.8%0.037%
11/2/2026 Claro Advisors Inc.5,515$401K0.0%+5.9%0.002%
11/2/2026 QTR Family Wealth LLC23,024$1.67M0.6%-42.5%0.010%
11/2/2026 Platform Technology Partners10,339$751K0.1%+23.0%0.004%
11/2/2026 Commonwealth Equity Services LLC146,409$10.64M0.0%-10.4%0.063%
10/31/2026 Chicago Partners Investment Group LLC14,576$1.03M0.0%N/A0.006%
10/30/2026 Associated Banc Corp6,102$443K0.0%N/A0.003%
10/30/2026 IPG Investment Advisors LLC54,190$3.94M0.6%+10.7%0.023%
10/30/2026 Bauman Advisory Group LLC12,456$905K0.4%-1.4%0.005%
10/30/2026 Garde Capital Inc.32,865$2.39M0.1%-3.6%0.014%
10/30/2026 Gerber Kawasaki Wealth & Investment Management35,604$2.59M0.1%N/A0.015%
10/30/2026 GRIMES & Co WEALTH MANAGEMENT LLC6,549$476K0.0%+30.6%0.003%
10/29/2026 Trek Financial LLC7,278$529K0.0%+43.4%0.003%
10/29/2026 Traynor Capital Management Inc.44,979$3.27M0.2%-1.9%0.019%
10/29/2026 Hubbell Strickland Wealth Management LLC19,467$1.41M0.5%-1.4%0.008%
10/29/2026 DecisionMap Wealth Management LLC67,299$4.89M2.7%+2.9%0.029%
10/29/2026 Vise Technologies Inc.25,869$1.88M0.0%+31.0%0.011%
10/29/2026 MGO One Seven LLC13,036$947K0.0%+45.7%0.006%
10/29/2026 Greenup Street Wealth Management LLC3,870$281K0.0%N/A0.002%
10/28/2026 Cranbrook Wealth Management LLC1,087$79K0.0%+68.0%0.000%
10/28/2026 Parcion Private Wealth LLC166,066$12.06M0.7%+1.7%0.072%
10/28/2026 Soltis Investment Advisors LLC17,551$1.28M0.1%+2.2%0.008%
10/28/2026 Everett Harris & Co. CA8,511$618K0.0%-2.3%0.004%
10/28/2026 Choreo LLC8,926$648K0.0%+20.3%0.004%
10/28/2026 Childress Capital Advisors LLC90,705$6.59M1.0%+1.3%0.039%
10/28/2026 Mad River Investors78,429$5.70M2.3%+11.5%0.034%
10/27/2026 Lynch Investment Planning LLC339$25K0.0%N/A0.000%
10/27/2026 Latitude Advisors LLC510$37K0.0%N/A0.000%
10/26/2026 Abundance Wealth Counselors18,798$1.37M0.2%-24.8%0.008%
10/26/2026 Park Avenue Securities LLC192,604$13.99M0.1%+23.6%0.083%
10/26/2026 Westover Capital Advisors LLC4,625$336K0.1%-31.3%0.002%
10/24/2026 Aries Wealth Management14,616$1.06M0.2%-23.5%0.006%
10/24/2026 Kingswood Wealth Advisors LLC109,989$7.99M0.3%+0.5%0.048%
10/24/2026 Compass Ion Advisors LLC253,832$18.44M1.6%+4.8%0.110%
10/23/2026 Signaturefd LLC4,524$329K0.0%+25.0%0.002%
10/23/2026 ORBA Wealth Advisors L.L.C.6,606$480K0.4%N/A0.003%
10/23/2026 Citizens Financial Group Inc. RI4,612$335K0.0%N/A0.002%
10/23/2026 Simplicity Wealth LLC4,164$302K0.0%N/A0.002%
10/23/2026 Sowell Financial Services LLC4,919$357K0.0%-17.5%0.002%
10/23/2026 Dudley Capital Management LLC7,656$556K0.2%-4.7%0.003%
10/23/2026 Tectonic Advisors LLC10,683$776K0.0%+19.4%0.005%
10/23/2026 Rahlfs Capital LLC9,970$724K0.4%+4.4%0.004%
10/23/2026 Capital Investment Advisors LLC4,855$353K0.0%-26.5%0.002%
10/23/2026 Beaumont Financial Advisors LLC456,587$33.17M2.1%+0.8%0.198%
10/23/2026 XXI Wealth LLC5,600$407K0.2%+28.7%0.002%
10/22/2026 Demars Financial Group LLC3,701$269K0.1%N/A0.002%
10/22/2026 Mills Wealth Advisors LLC21,366$1.55M0.5%+1.6%0.009%
10/22/2026 Sepio Capital LP38,372$2.79M0.1%-59.9%0.017%
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10/22/2026 Brookstone Capital Management70,203$5.10M0.0%+19.1%0.030%
10/22/2026 Root Financial Partners LLC2,073$151K0.0%N/A0.001%
10/22/2026 Crescent Grove Advisors LLC3,000$218K0.0%N/A0.001%
10/21/2026 Axxcess Wealth Management LLC3,789$275K0.0%N/A0.002%
10/21/2026 Element Pointe Advisors LLC46,839$3.40M0.5%-22.0%0.020%
10/21/2026 Ellis Investment Partners LLC6,186$449K0.1%-19.0%0.003%
10/21/2026 Sowell Financial Services LLC4,919$357K0.0%-17.5%0.002%
10/21/2026 Benchmark Financial Wealth Advisors LLC16,738$1.22M0.3%-3.8%0.007%
10/21/2026 Physician Wealth Advisors Inc.625$45K0.0%-54.2%0.000%
10/21/2026 Diversify Advisory Services LLC48,822$3.49M0.1%+300.4%0.021%


FBTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 807 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 777 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 9,010,567 shares in the last 24 months. This purchase volume represents approximately $687.24M in transactions.

Of the 184 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), Diversify Advisory Services LLC ($224.67K), Van Hulzen Asset Management LLC ($214.70K), Millennium Management LLC ($153.88K), and Kestra Advisory Services LLC ($107.48K).

Institutional investors have sold a total of 7,283,743 shares in the last 24 months. This volume of shares sold represents approximately $604.17M 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 11/13/2026. New 13F filings are added each quarter as they're published.
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