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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$55.65 +0.69 (+1.26%)
As of 03:42 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Fidelity Wise Origin Bitcoin Fund (BATS:FBTC)

Number of
Institutional Buyers
(last 12 months)
599
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
208
Total
Institutional Outflows
(last 12 months)
$936.65M
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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
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%
7/9/2026 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%
6/24/2026Basecamp 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%
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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%
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%
5/7/2026Spartan Wealth Advisory Services LLC4,664$275K0.0%N/A0.002%
5/6/2026MTM Investment Management LLC18,734$1.11M0.4%+22.1%0.008%
5/6/2026Gryphon Financial Partners LLC5,380$318K0.0%+4.8%0.002%
5/6/2026Angeles Wealth Management LLC8,327$492K0.0%+28.6%0.004%
5/6/2026Bauman Advisory Group LLC12,287$725K0.5%-11.7%0.005%
5/6/2026SteelPeak Wealth LLC22,524$1.33M0.0%-62.7%0.010%
5/6/2026Independent Financial Group LLC6,170$364K0.0%N/A0.003%
5/6/2026Smart Money Group LLC59,860$3.53M1.0%+1.9%0.026%
5/5/2026Beaumont Financial Advisors LLC445,303$26.29M1.8%-0.6%0.193%
5/5/2026Bank of New York Mellon Corp31,217$1.84M0.0%N/A0.014%
5/5/2026SKY Mountain Capital Management Inc.84,338$4.98M3.6%-48.8%0.037%
5/5/2026Geneos Wealth Management Inc.915$54K0.0%+2,950.0%0.000%
5/5/2026Harel Insurance Investments & Financial Services Ltd.6,369$376K0.0%+44.5%0.003%
5/5/2026Ethos Financial Group LLC12,716$751K0.1%-5.6%0.006%
5/5/2026Sanctuary Advisors LLC118,559$7.00M0.0%+149.2%0.051%
5/5/2026Nwam LLC50,494$2.98M0.2%+7.9%0.022%
5/4/2026Bleakley Financial Group LLC19,112$1.13M0.0%+13.4%0.008%
5/4/2026Citizens National Bank Trust Department13,055$771K0.1%+26.1%0.006%
5/4/2026Bedel Financial Consulting Inc.16,177$955K0.1%+9.6%0.007%
5/4/2026Chicago Partners Investment Group LLC4,799$283K0.0%-9.9%0.002%
5/4/2026Procyon Advisors LLC9,619$568K0.0%+7.5%0.004%
5/2/2026Diversify 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%
5/1/2026Fifth Third Bancorp815$48K0.0%+676.2%0.000%
5/1/2026Sovran Advisors LLC13,208$780K0.1%N/A0.006%
5/1/2026Sequoia Financial Advisors LLC13,785$814K0.0%+39.8%0.006%
5/1/2026Relyea Zuckerberg Hanson LLC14,362$848K0.1%+174.1%0.006%
5/1/2026Arbor Capital Management Inc. ADV52,922$3.30M2.7%+1.2%0.023%
4/30/2026Equitable Trust Co.9,763$576K0.0%N/A0.004%
4/30/2026Kestra Advisory Services LLC193,072$11.40M0.0%+8.3%0.084%
4/30/2026Demars Financial Group LLC17,402$1.03M0.3%+90.6%0.008%
4/30/2026Beam Wealth Advisors Inc.43,250$2.55M0.6%+7.5%0.019%
4/30/2026Atlas Wealth Partners LLC212,416$12.54M12.9%+1.9%0.092%
4/30/2026KDK Private Wealth Management LLC53,019$3.13M2.9%+2.5%0.023%
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4/29/2026Childress Capital Advisors LLC33,857$2.00M0.4%+2.7%0.015%
4/29/2026Meitav Investment House Ltd.54,170$3.20M0.0%+45.1%0.023%
4/29/2026Clare Market Investments LLC3,400$201K0.0%N/A0.001%
4/29/2026Integrated Advisors Network LLC12,058$712K0.0%N/A0.005%
4/29/2026Investment Advisory Services Group LLC10,835$640K0.6%+9.1%0.005%
4/29/2026Canvas Wealth Advisors LLC12,514$739K0.1%+9.5%0.005%
4/29/2026Walser Wealth Management Company A Ltd Liability Co32,204$1.90M0.9%+7.5%0.014%
4/28/2026Libra Wealth LLC93,717$5.53M1.6%+20.9%0.041%
4/28/2026Appleton Partners Inc. MA4,869$287K0.0%+7.4%0.002%
4/28/2026Bogart Wealth LLC6,982$412K0.0%+2,534.7%0.003%


FBTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 790 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.

Of the 770 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), D. E. Shaw & Co. Inc. ($2.19M), Susquehanna International Group LLP ($1.22M), HBK Investments L P ($978.29K), Schonfeld Strategic Advisors LLC ($945.22K), and Capula Management Ltd ($879.16K).

Institutional investors have bought a total of 12,527,303 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Of the 207 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), Sculptor Capital LP ($1.97M), Marex Group plc ($399.96K), O Neil Global Advisors Inc. ($279.59K), Diversify Advisory Services LLC ($224.67K), and Gimbal Financial ($159.38K).

Institutional investors have sold a total of 10,583,942 shares in the last 24 months. This volume of shares sold represents approximately $936.65M in transactions.


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This page (BATS:FBTC) was last updated on 7/10/2026 by MarketBeat.com Staff.
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