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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$101.60 -1.05 (-1.02%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
524
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$1.17B
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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
8/8/2025Glaxis Capital Management LLC50,000$4.70M6.3%N/A0.021%
8/8/2025Thoroughbred Financial Services LLC6,705$630K0.0%+5.9%0.003%
8/8/2025Cetera Investment Advisers135,400$12.73M0.0%+2.4%0.057%
8/8/2025Cedar Wealth Management LLC616$58K0.0%N/A0.000%
8/8/2025Creative Planning123,543$11.61M0.0%+3.5%0.052%
8/8/2025Condor Capital Management14,533$1.37M0.1%-5.4%0.006%
8/8/2025Meridian Wealth Management LLC21,155$1.99M0.1%+3.8%0.009%
8/8/2025Empower Advisory Group LLC2,186$205K0.0%-50.2%0.001%
8/8/2025Foundations Investment Advisors LLC49,801$4.68M0.1%+216.6%0.021%
8/8/2025CFO4Life Group LLC3,099$291K0.0%N/A0.001%
8/8/2025Omega Financial Group LLC2,559$241K0.1%N/A0.001%
8/8/2025Austin Wealth Management LLC2,182$222K0.0%N/A0.001%
8/8/2025Everett Harris & Co. CA6,783$638K0.0%-24.6%0.003%
8/8/2025Wealth Quarterback LLC10,506$987K0.5%+18.8%0.004%
8/8/2025Advyzon Investment Management LLC5,604$527K0.1%-50.8%0.002%
8/7/2025Cascade Financial Partners LLC4,744$446K0.1%-11.9%0.002%
8/7/2025CENTRAL TRUST Co5,839$549K0.0%+2.0%0.002%
8/7/2025Samalin Investment Counsel LLC11,516$1.08M0.4%-0.9%0.005%
8/7/2025Allworth Financial LP9,750$916K0.0%-4.4%0.004%
8/7/2025Fidelis Capital Partners LLC2,905$292K0.0%N/A0.001%
8/7/2025Midwest Trust Co2,781$261K0.0%N/A0.001%
8/7/2025Parkside Financial Bank & Trust10,271$965K0.1%+3,850.4%0.004%
8/7/2025WESCAP Management Group Inc.21,984$2.07M0.5%N/A0.009%
8/6/2025 AE Wealth Management LLC13,956$1.31M0.0%-7.1%0.006%
8/6/2025 Stokes Family Office LLC3,194$300K0.0%N/A0.001%
8/6/2025 Smart Money Group LLC57,905$5.44M1.7%+4.2%0.024%
8/6/2025 Savant Capital LLC5,106$480K0.0%-7.8%0.002%
8/6/2025 Soltis Investment Advisors LLC16,749$1.57M0.1%+14.8%0.007%
8/6/2025 Ethos Financial Group LLC9,135$859K0.1%+63.3%0.004%
8/6/2025 Stone House Investment Management LLC2,108$198K0.0%+15.1%0.001%
8/6/2025 Atlantic Union Bankshares Corp1,956$184K0.0%N/A0.001%
8/6/2025 Ovata Capital Management Ltd295,558$27.73M6.0%N/A0.124%
8/6/2025 Moors & Cabot Inc.6,218$584K0.0%-5.8%0.003%
8/5/2025 Claro Advisors LLC4,186$393K0.1%+14.2%0.002%
8/5/2025 Atlas Wealth Partners LLC205,281$19.29M22.3%-2.4%0.086%
8/5/2025 Bridgewater Advisors Inc.3,002$308K0.0%N/A0.001%
8/5/2025 Peregrine Asset Advisers Inc.53,759$5.05M1.6%+47.6%0.023%
8/5/2025 Bank of Montreal Can73,892$6.95M0.0%+3.0%0.031%
8/5/2025 Intellectus Partners LLC7,100$667K0.1%+17.4%0.003%
8/5/2025 Benchmark Financial Wealth Advisors LLC13,317$1.25M0.4%+39.1%0.006%
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8/5/2025 EPG Wealth Management LLC2,580$242K0.1%N/A0.001%
8/5/2025 Mission Wealth Management LP24,770$2.33M0.0%+1.4%0.010%
8/5/2025 Beam Wealth Advisors Inc.14,888$1.40M0.4%N/A0.006%
8/5/2025 Hills Bank & Trust Co1,550$146K0.0%N/A0.001%
8/4/2025 Haven Private LLC39,683$3.73M1.7%+6.2%0.017%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,375$505K0.1%+52.8%0.002%
8/4/2025 Earned Wealth Advisors LLC3,470$326K0.1%-4.1%0.001%
8/4/2025 Arbor Capital Management Inc. ADV40,191$3.98M3.5%+19.8%0.017%
8/4/2025 Impact Partnership Wealth LLC4,255$400K0.1%+3.7%0.002%
8/4/2025 Atria Investments Inc4,481$421K0.0%+28.0%0.002%
8/4/2025 FRG Family Wealth Advisors LLC17,705$1.66M0.3%+134.8%0.007%
8/4/2025 Spire Wealth Management51,535$4.84M0.2%-2.8%0.022%
8/4/2025 Arkadios Wealth Advisors3,801$357K0.0%N/A0.002%
8/4/2025 McMill Wealth Management2,227$209K0.1%-23.9%0.001%
8/4/2025 Daymark Wealth Partners LLC15,275$1.44M0.1%+43.3%0.006%
8/4/2025 L.M. Kohn & Company11,470$1.08M0.3%+39.1%0.005%
8/1/2025 Anson Capital Inc.3,854$362K0.3%+11.6%0.002%
8/1/2025 GWN Securities Inc.8,956$842K0.2%+6.2%0.004%
8/1/2025 United Capital Management of KS Inc.567,460$53.34M8.4%+0.0%0.239%
8/1/2025 Pasadena Private Wealth LLC56,765$5.34M0.9%-28.0%0.024%
8/1/2025 Delta Investment Management LLC10,245$963K0.2%+14.5%0.004%
8/1/2025 Envestnet Asset Management Inc.674,591$63.41M0.0%-14.1%0.284%
7/31/2025 Schneider Downs Wealth Management Advisors LP4,712$443K0.1%N/A0.002%
7/31/2025 Brighton Jones LLC8,813$828K0.0%+37.8%0.004%
7/31/2025 Waldron Private Wealth LLC6,820$641K0.0%+21.1%0.003%
7/31/2025 Curio Wealth LLC579$54K0.0%+57,800.0%0.000%
7/31/2025 3EDGE Asset Management LP14,306$1.35M0.1%+74.9%0.006%
7/31/2025 Briaud Financial Planning Inc294$27K0.0%N/A0.000%
7/30/2025 Roman Butler Fullerton & Co.10,254$1.05M0.3%+7.5%0.004%
7/30/2025 Strategic Blueprint LLC2,403$226K0.0%N/A0.001%
7/30/2025 Principle Wealth Partners LLC11,823$1.11M0.1%+22.5%0.005%
7/30/2025 Rehmann Capital Advisory Group6,669$627K0.0%+24.9%0.003%
7/30/2025 Dudley Capital Management LLC8,478$797K0.4%+65.2%0.004%
7/30/2025 Parcion Private Wealth LLC143,260$13.47M0.7%+4.1%0.060%
7/30/2025 TFB Advisors LLC2,418$227K0.1%-14.2%0.001%
7/30/2025 Exencial Wealth Advisors LLC82,681$7.77M0.3%+7.1%0.035%
7/30/2025 Brookstone Capital Management83,497$7.85M0.1%-3.5%0.035%
7/30/2025 Gimbal Financial166,525$15.65M9.6%N/A0.070%
7/30/2025 Legacy Wealth Asset Management LLC305,249$28.69M7.3%-0.8%0.128%
7/30/2025 DecisionMap Wealth Management LLC36,298$3.41M2.3%+20.1%0.015%
7/30/2025 Mills Wealth Advisors LLC15,555$1.46M0.7%+9.8%0.007%
7/30/2025 Demars Financial Group LLC7,478$703K0.3%N/A0.003%
7/30/2025 Canvas Wealth Advisors LLC10,281$1.06M0.2%+20.8%0.004%
7/30/2025 Alan B Lancz & Associates Inc.2,750$258K0.3%N/A0.001%
7/30/2025 WBH Advisory Inc.2,340$220K0.0%N/A0.001%
7/30/2025 CMG Global Holdings LLC38,973$4.02M2.1%+8.0%0.016%
7/29/2025 Forvis Mazars Wealth Advisors LLC3,849$362K0.0%-8.1%0.002%
7/29/2025 Vista Finance LLC6,131$576K0.5%+77.7%0.003%
7/29/2025 Morgan Dempsey Capital Management LLC751$71K0.0%+24.8%0.000%
7/29/2025 Koshinski Asset Management Inc.2,694$253K0.0%N/A0.001%
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7/29/2025 Stratos Wealth Advisors LLC7,720$726K0.0%-72.8%0.003%
7/29/2025 Werba Rubin Papier Wealth Management6,315$594K0.1%-24.2%0.003%
7/28/2025 WealthPlan Investment Management LLC14,592$1.37M0.1%+16.3%0.006%
7/28/2025 IFG Advisors LLC3,326$313K0.1%+15.2%0.001%
7/28/2025 Mutual Advisors LLC46,711$4.76M0.1%+17.8%0.020%
7/28/2025 Ritholtz Wealth Management4,708$443K0.0%+10.1%0.002%
7/28/2025 Harbour Investments Inc.359$34K0.0%+79.5%0.000%
7/28/2025 Aries Wealth Management13,262$1.25M0.3%+5.4%0.006%
7/28/2025 Kiker Wealth Management LLC4,839$455K0.3%+3.6%0.002%
7/28/2025 RFG Advisory LLC9,045$850K0.0%+61.1%0.004%
(Data available from 1/1/2016 forward)

FBTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBTC shares?

During the previous two years, 575 institutional investors and hedge funds held shares of Fidelity Wise Origin Bitcoin Fund. The most heavily invested institutionals were Millennium Management LLC ($500.60M), Schonfeld Strategic Advisors LLC ($451.21M), Capula Management Ltd ($444.62M), D. E. Shaw & Co. Inc. ($357.07M), Bracebridge Capital LLC ($323.71M), Sculptor Capital LP ($157.52M), and Jane Street Group LLC ($142.84M).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 556 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), Schonfeld Strategic Advisors LLC ($785.22K), and HBK Investments L P ($638.79K).

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

Institutional investors have bought a total of 23,605,520 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

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

Of the 136 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: Millennium Management LLC ($6.41M), HBK Investments L P ($2.36M), Jane Street Group LLC ($1.89M), Point72 Asset Management L.P. ($1.19M), Wolverine Asset Management LLC ($1.18M), Pine Ridge Advisers LLC ($615.09K), and ParaFi Capital LP ($590K).

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

Institutional investors have sold a total of 16,935,264 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions.



This page (NYSEARCA:FBTC) was last updated on 8/8/2025 by MarketBeat.com Staff
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