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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$97.67 -0.13 (-0.13%)
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)
539
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
8/27/2025 Orion Porfolio Solutions LLC24,439$2.30M0.0%+1.4%0.010%
8/26/2025 Thrivent Financial for Lutherans3,420$321K0.0%-56.1%0.001%
8/25/2025 Silverlake Wealth Management LLC8,109$762K0.2%+27.0%0.003%
8/19/2025 Cape Investment Advisory Inc.3,500$329K0.1%+204.3%0.001%
8/19/2025 Advisory Services Network LLC84,994$8.66M0.1%+18.0%0.036%
8/19/2025 Asset Dedication LLC2,130$200K0.0%+6.6%0.001%
8/16/2025 Headlands Technologies LLC1,875$176K0.0%-79.1%0.001%
8/15/2025 Sugar Maple Asset Management LLC3,049$287K0.2%N/A0.001%
8/15/2025 SkyView Investment Advisors LLC12,500$1.18M0.2%+25.0%0.005%
8/15/2025 North Ridge Wealth Advisors Inc.851$80K0.0%-12.3%0.000%
8/15/2025 Corient Private Wealth LLC83,855$7.88M0.0%+44.3%0.035%
8/15/2025 Northeast Financial Consultants Inc9,874$928K0.0%N/A0.004%
8/15/2025 Captrust Financial Advisors10,376$975K0.0%-2.6%0.004%
8/15/2025 Keel Point LLC24,193$2.27M0.2%+77.3%0.010%
8/15/2025 Pine Ridge Advisers LLC834,367$78.42M4.9%-6.2%0.351%
8/15/2025 Visionary Wealth Advisors2,744$258K0.0%N/A0.001%
8/15/2025 Two Sigma Securities LLC8,173$768K0.1%+65.3%0.003%
8/15/2025 Riggs Asset Managment Co. Inc.4,023$378K0.1%N/A0.002%
8/15/2025 Orion Porfolio Solutions LLC24,439$2.30M0.0%+1.4%0.010%
8/15/2025 MML Investors Services LLC43,531$4.09M0.0%+17.6%0.018%
8/15/2025 Militia Capital Partners LP72,700$6.83M3.2%N/A0.031%
8/15/2025 Helium Advisors LLC2,360$222K0.1%N/A0.001%
8/15/2025 Great Valley Advisor Group Inc.15,734$1.48M0.0%+2.4%0.007%
8/15/2025 Elevatus Welath Management2,217$208K0.1%N/A0.001%
8/15/2025 EP Wealth Advisors LLC33,243$3.13M0.0%+12.9%0.014%
8/15/2025 Curi Capital LLC13,548$1.27M0.0%N/A0.006%
8/14/2025 CLG LLC7,044$662K0.2%+75.2%0.003%
8/14/2025 Alamea Verwaltungs GmbH117,771$11.07M8.3%+24.8%0.050%
8/14/2025 Ausdal Financial Partners Inc.4,523$425K0.0%N/A0.002%
8/14/2025 Raymond James Financial Inc.4,629$435K0.0%+6.8%0.002%
8/14/2025 Quantinno Capital Management LP2,865$269K0.0%N/A0.001%
8/14/2025 Diversify Advisory Services LLC213,854$22.33M0.9%N/A0.090%
8/14/2025 Objective Capital Management LLC23,436$2.20M2.5%N/A0.010%
8/14/2025 Vivaldi Capital Management LP29,699$2.79M0.4%+42.3%0.012%
8/14/2025 Ieq Capital LLC106,635$10.02M0.1%+3.6%0.045%
8/14/2025 Main Street Financial Solutions LLC2,612$246K0.0%N/A0.001%
8/14/2025 NewEdge Advisors LLC69,855$6.57M0.0%+81.6%0.029%
8/14/2025 Hunting Hill Global Capital LLC129,326$12.16M3.3%N/A0.054%
8/14/2025 WINTON GROUP Ltd338,027$31.77M1.6%N/A0.142%
8/14/2025 Cerity Partners LLC19,553$1.84M0.0%+18.4%0.008%
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8/13/2025 Capula Management Ltd1,497,174$140.72M1.3%-65.2%0.630%
8/13/2025 StoneX Group Inc.120,323$11.31M0.5%-3.1%0.051%
8/13/2025 Cresset Asset Management LLC569,593$53.54M0.2%+7.6%0.240%
8/13/2025 Brown Advisory Inc.12,121$1.14M0.0%-20.6%0.005%
8/13/2025 SCS Capital Management LLC34,795$3.27M0.0%+11.1%0.015%
8/13/2025 First Trust Advisors LP77,901$7.32M0.0%+49.6%0.033%
8/13/2025 Crescent Grove Advisors LLC2,300$216K0.0%N/A0.001%
8/13/2025 Cutler Capital Management LLC2,555$240K0.1%N/A0.001%
8/13/2025 EverSource Wealth Advisors LLC383,065$36.00M1.6%+5.8%0.161%
8/13/2025 Invesco Ltd.3,851$362K0.0%-10.4%0.002%
8/13/2025 Trek Financial LLC5,480$515K0.0%-23.8%0.002%
8/13/2025 CW Advisors LLC7,147$672K0.0%+38.3%0.003%
8/13/2025 Peloton Wealth Strategists8,167$768K0.3%+11.6%0.003%
8/13/2025 Wellspring Financial Advisors LLC21,433$2.01M0.0%+59.2%0.009%
8/13/2025 Van Hulzen Asset Management LLC259,260$24.37M2.0%-0.9%0.109%
8/13/2025 Sepio Capital LP39,558$3.72M0.3%+42.5%0.017%
8/13/2025 HBK Investments L P780,164$73.33M1.6%+77.0%0.328%
8/13/2025 Lido Advisors LLC43,714$4.11M0.0%+1.9%0.018%
8/13/2025 Scotia Capital Inc.3,908$367K0.0%-13.4%0.002%
8/13/2025 Northwestern Mutual Wealth Management Co.448$42K0.0%-43.6%0.000%
8/13/2025 Choreo LLC13,607$1.28M0.0%+25.8%0.006%
8/12/2025 J.W. Cole Advisors Inc.6,012$565K0.0%+11.2%0.003%
8/12/2025 SlateStone Wealth LLC3,068$288K0.0%N/A0.001%
8/12/2025 Associated Banc Corp8,227$773K0.0%+3.6%0.003%
8/12/2025 Timber Creek Capital Management LLC9,901$982K0.2%+12.8%0.004%
8/12/2025 Insigneo Advisory Services LLC6,954$654K0.1%+9.8%0.003%
8/12/2025 CreativeOne Wealth LLC3,020$284K0.0%-66.1%0.001%
8/12/2025 Horizon Kinetics Asset Management LLC5,681$534K0.0%-1.9%0.002%
8/12/2025 Maripau Wealth Management LLC2,453$231K0.1%N/A0.001%
8/12/2025 Global Retirement Partners LLC30,978$2.91M0.1%N/A0.013%
8/12/2025 Vestor Capital LLC2,346$221K0.0%-70.4%0.001%
8/12/2025 Meridian Wealth Advisors LLC5,000$470K0.1%N/A0.002%
8/12/2025 Richard W. Paul & Associates LLC533$50K0.0%-35.3%0.000%
8/12/2025 Franklin Resources Inc.3,839$361K0.0%+13.2%0.002%
8/12/2025 MAI Capital Management9,458$889K0.0%+2.2%0.004%
8/12/2025 JPMorgan Chase & Co.926$87K0.0%-67.6%0.000%
8/12/2025 SKY Mountain Capital Management Inc.177,153$18.19M12.2%+6.1%0.075%
8/12/2025 Howe & Rusling Inc.2,485$234K0.0%-13.6%0.001%
8/11/2025 FineMark National Bank & Trust6,219$585K0.0%+6.3%0.003%
8/11/2025 RPO LLC49,757$4.68M9.7%+52.6%0.021%
8/11/2025 Copperleaf Capital LLC112,293$10.55M5.3%+39.4%0.047%
8/11/2025 Empowered Funds LLC40,980$3.85M0.0%N/A0.017%
8/11/2025 GR Financial Group LLC13,157$1.24M0.3%+51.0%0.006%
8/8/2025 MTM Investment Management LLC2,559$241K0.1%-17.0%0.001%
8/8/2025 Firestone Capital Management29,783$2.80M0.7%+2.5%0.013%
8/8/2025 Kingsview Wealth Management LLC32,392$3.05M0.1%+34.2%0.014%
8/8/2025 Avantax Advisory Services Inc.43,801$4.12M0.0%+33.9%0.018%
8/8/2025 Glaxis Capital Management LLC50,000$4.70M6.3%N/A0.021%
8/8/2025 Thoroughbred Financial Services LLC6,705$630K0.0%+5.9%0.003%
8/8/2025 Cetera Investment Advisers135,400$12.73M0.0%+2.4%0.057%
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8/8/2025 Cedar Wealth Management LLC616$58K0.0%N/A0.000%
8/8/2025 Creative Planning123,543$11.61M0.0%+3.5%0.052%
8/8/2025 Condor Capital Management14,533$1.37M0.1%-5.4%0.006%
8/8/2025 Meridian Wealth Management LLC21,155$1.99M0.1%+3.8%0.009%
8/8/2025 Empower Advisory Group LLC2,186$205K0.0%-50.2%0.001%
8/8/2025 Foundations Investment Advisors LLC49,801$4.68M0.1%+216.6%0.021%
8/8/2025 CFO4Life Group LLC3,099$291K0.0%N/A0.001%
8/8/2025 Omega Financial Group LLC2,559$241K0.1%N/A0.001%
8/8/2025 Austin Wealth Management LLC2,182$222K0.0%N/A0.001%
8/8/2025 Everett Harris & Co. CA6,783$638K0.0%-24.6%0.003%
(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, 600 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), D. E. Shaw & Co. Inc. ($357.07M), Bracebridge Capital LLC ($323.71M), Sculptor Capital LP ($157.52M), Jane Street Group LLC ($142.84M), and Capula Management Ltd ($140.72M).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 580 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), HBK Investments L P ($978.29K), and Schonfeld Strategic Advisors LLC ($785.22K).

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

Institutional investors have bought a total of 21,718,950 shares in the last 24 months. This purchase volume represents approximately $1.73B in transactions.

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

Of the 149 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 ($4.64M), Capula Management Ltd ($2.80M), HBK Investments L P ($2.36M), Jane Street Group LLC ($1.89M), Wolverine Asset Management LLC ($1.18M), Pine Ridge Advisers LLC ($670.37K), and ParaFi Capital LP ($590K).

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

Institutional investors have sold a total of 16,858,439 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.



This page (NYSEARCA:FBTC) was last updated on 8/28/2025 by MarketBeat.com Staff
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