Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

$51.54
-3.54 (-6.43%)
(As of 04/30/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$125.79M
Number of
Institutional Sellers
(last 12 months)
0
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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
5/1/2024Mission Wealth Management LP7,936$492K0.0%N/A0.005%
4/29/2024Commonwealth Equity Services LLC69,756$4.33M0.0%N/A0.046%
4/27/2024 Capital Performance Advisors LLP3,470$215K0.1%N/A0.002%
4/26/2024 YHB Investment Advisors Inc.910$56K0.0%N/A0.001%
4/26/2024 Guild Investment Management Inc.14,070$873K1.1%N/A0.009%
4/26/2024 Meridian Wealth Management LLC15,276$948K0.2%N/A0.010%
4/25/2024 Lindbrook Capital LLC1,400$87K0.0%N/A0.001%
4/25/2024 Valeo Financial Advisors LLC13,349$828K0.0%N/A0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.33,891$2.10M0.0%N/A0.022%
4/24/2024 CENTRAL TRUST Co8,319$516K0.0%N/A0.005%
4/24/2024 Dakota Wealth Management37,708$2.34M0.1%N/A0.025%
4/24/2024 Simplicity Wealth LLC3,334$207K0.0%N/A0.002%
4/24/2024 Childress Capital Advisors LLC26,586$1.65M0.5%N/A0.018%
4/23/2024 Spartan Fund Management Inc.2,500$155K0.3%N/A0.000%
4/23/2024 Global Retirement Partners LLC13,077$812K0.0%N/A0.000%
4/23/2024 Sage Mountain Advisors LLC5,503$342K0.0%N/A0.000%
4/23/2024 Canvas Wealth Advisors LLC4,512$280K0.1%N/A0.000%
4/19/2024 Mad River Investors85,129$5.28M3.7%N/A0.000%
4/19/2024 Legacy Wealth Asset Management LLC352,594$21.88M6.1%N/A0.000%
4/19/2024 United Capital Management of KS Inc.349,399$21.68M5.0%N/A0.000%
4/18/2024 Panoramic Investment Advisors LLC84,562$5.25M3.9%N/A0.000%
4/18/2024 Hubbell Strickland Wealth Management LLC8,788$549K0.3%N/A0.000%
4/18/2024 Compass Ion Advisors LLC125,142$7.77M1.1%N/A0.000%
4/17/2024 Sandy Cove Advisors LLC3,366$209K0.1%N/A0.000%
4/17/2024 CRA Financial Services LLC5,875$365K0.1%N/A0.000%
4/17/2024 Gibson Capital LLC4,728$293K0.1%N/A0.000%
4/17/2024 Coston McIsaac & Partners3,595$223K0.1%N/A0.000%
4/16/2024 MCF Advisors LLC2,373$147K0.0%N/A0.000%
4/16/2024 Financial Management Professionals Inc.19,370$1.20M0.2%N/A0.000%
4/16/2024 Cambridge Advisors Inc.36,988$2.30M0.5%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC30,527$1.89M0.0%N/A0.000%
4/15/2024 SMI Advisory Services LLC67,846$4.09M1.1%N/A0.000%
4/15/2024 Brookstone Capital Management85,262$5.29M0.1%N/A0.000%
4/15/2024 Kingswood Wealth Advisors LLC73,151$4.54M0.5%N/A0.000%
4/13/2024 IMC Chicago LLC368,882$22.89M0.0%N/A0.000%
4/12/2024 Financial Synergies Wealth Advisors Inc.1,668$104K0.0%N/A0.000%
4/12/2024 Traynor Capital Management Inc.56,135$3.48M0.3%N/A0.000%
(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, 37 institutional investors and hedge funds held shares of Fidelity Wise Origin Bitcoin Fund. The most heavily invested institutionals were IMC Chicago LLC ($22.89M), Legacy Wealth Asset Management LLC ($21.88M), United Capital Management of KS Inc. ($21.68M), Compass Ion Advisors LLC ($7.77M), Brookstone Capital Management ($5.29M), Mad River Investors ($5.28M), and Panoramic Investment Advisors LLC ($5.25M).Learn more on FBTC's institutional investors.

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

Of the 37 institutional investors that purchased Fidelity Wise Origin Bitcoin Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IMC Chicago LLC ($368.88K), Legacy Wealth Asset Management LLC ($352.59K), United Capital Management of KS Inc. ($349.40K), Compass Ion Advisors LLC ($125.14K), Brookstone Capital Management ($85.26K), Mad River Investors ($85.13K), and Panoramic Investment Advisors LLC ($84.56K).

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

Institutional investors have bought a total of 2,026,977 shares in the last 24 months. This purchase volume represents approximately $125.79M in transactions.


This page (NYSEARCA:FBTC) was last updated on 5/1/2024 by MarketBeat.com Staff

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