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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$92.80 +1.14 (+1.24%)
As of 01/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
245
Total
Institutional Inflows
(last 12 months)
$748.65M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$314.52M
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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
1/22/2025Drive Wealth Management LLC2,532$207K0.1%N/A0.002%
1/21/2025Regatta Capital Group LLC8,841$721K0.1%+22.6%0.006%
1/21/2025Avaii Wealth Management LLC35,819$2.92M1.4%N/A0.024%
1/21/2025KFG Wealth Management LLC3,475$284K0.1%N/A0.002%
1/21/2025Regency Capital Management Inc. DE3,316$271K0.1%N/A0.002%
1/21/2025Alan B Lancz & Associates Inc.2,500$204K0.2%N/A0.002%
1/21/2025Juncture Wealth Strategies LLC2,769$226K0.1%N/A0.002%
1/21/2025Grimes & Company Inc.2,624$214K0.0%N/A0.002%
1/21/2025Geneos Wealth Management Inc.2,287$187K0.0%N/A0.002%
1/21/2025AM Investment Strategies LLC43,115$3.52M0.9%+29.9%0.028%
1/21/2025Impact Partnership Wealth LLC4,580$374K0.1%N/A0.003%
1/21/2025Sound Income Strategies LLC638$52K0.0%+141.7%0.000%
1/21/2025RFG Advisory LLC36,343$2.97M0.1%-1.3%0.024%
1/21/2025 Oliver Luxxe Assets LLC4,289$350K0.1%N/A0.003%
1/21/2025Brighton Jones LLC3,954$323K0.0%N/A0.003%
1/21/2025Financial Designs Corp25,398$2.07M1.4%+23.8%0.017%
1/17/2025 Smallwood Wealth Investment Management LLC5,146$420K0.3%N/A0.003%
1/17/2025 Veracity Capital LLC2,859$233K0.1%N/A0.002%
1/17/2025 Secure Asset Management LLC23,551$1.92M0.3%-16.9%0.016%
1/17/2025 IVC Wealth Advisors LLC3,800$310K0.2%-16.9%0.003%
1/17/2025 Avior Wealth Management LLC33,171$2.71M0.1%+0.5%0.022%
1/17/2025 Beacon Investment Advisory Services Inc.3,500$286K0.0%N/A0.002%
1/17/2025 Raleigh Capital Management Inc.3,080$251K0.1%+111.4%0.002%
1/17/2025 Mutual Advisors LLC10,371$910K0.0%+24.8%0.007%
1/17/2025 Traynor Capital Management Inc.29,261$2.39M0.2%+61.6%0.019%
1/17/2025 SMI Advisory Services LLC68,689$5.62M1.3%-27.2%0.045%
1/17/2025 Daymark Wealth Partners LLC9,041$738K0.0%+38.2%0.006%
1/17/2025 Madison Park Capital Advisors LLC17,144$1.40M1.1%+2.2%0.011%
1/17/2025 Simon Quick Advisors LLC3,939$321K0.0%N/A0.003%
1/17/2025 Beaumont Financial Advisors LLC491,254$40.08M3.0%-1.3%0.325%
1/17/2025 Prosperity Planning Inc.2,900$237K0.1%N/A0.002%
1/16/2025 Mad River Investors76,298$6.22M2.9%-6.0%0.050%
1/16/2025 Sugar Maple Asset Management LLC1,905$155K0.1%N/A0.001%
1/16/2025 Pure Financial Advisors LLC11,375$928K0.0%+47.2%0.008%
1/16/2025 Lionsbridge Wealth Management LLC15,208$1.24M1.0%+37.3%0.010%
1/16/2025 Diversify Wealth Management LLC3,374$279K0.0%N/A0.002%
1/16/2025 Gilman Hill Asset Management LLC3,195$261K0.0%N/A0.002%
1/16/2025 Smart Money Group LLC51,683$4.22M1.5%+2.4%0.034%
1/16/2025 Cambridge Advisors Inc.49,134$4.01M0.9%+21.5%0.032%
1/16/2025 Perkins Coie Trust Co680$55K0.0%N/A0.000%
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1/15/2025 Sandy Cove Advisors LLC3,742$305K0.1%N/A0.002%
1/15/2025 Sandbox Financial Partners LLC2,914$238K0.1%N/A0.002%
1/15/2025 Financial Management Professionals Inc.18,759$1.53M0.2%+1.8%0.012%
1/15/2025 Hubbell Strickland Wealth Management LLC11,587$945K0.4%+4.2%0.008%
1/15/2025 Trust Co. of Vermont600$49K0.0%+46.7%0.000%
1/15/2025 Merit Financial Group LLC7,029$573K0.0%+39.0%0.005%
1/15/2025 Wealthcare Advisory Partners LLC4,319$352K0.0%+11.2%0.003%
1/15/2025 KMG Fiduciary Partners LLC2,918$238K0.0%N/A0.002%
1/15/2025 Ritholtz Wealth Management3,634$296K0.0%N/A0.002%
1/15/2025 Legacy Wealth Asset Management LLC307,258$25.07M6.8%-8.9%0.203%
1/15/2025 Inspirion Wealth Advisors LLC5,908$497K0.1%N/A0.004%
1/14/2025 Redhawk Wealth Advisors Inc.5,707$466K0.1%N/A0.004%
1/14/2025 Smith Anglin Financial LLC2,708$221K0.0%N/A0.002%
1/14/2025 Park Avenue Securities LLC43,965$3.59M0.0%+79.1%0.029%
1/14/2025 180 Wealth Advisors LLC3,430$280K0.0%N/A0.002%
1/13/2025 AdvisorNet Financial Inc6,999$571K0.0%+26.1%0.005%
1/13/2025 Pallas Capital Advisors LLC9,011$735K0.0%+91.8%0.006%
1/13/2025 Wedmont Private Capital3,471$287K0.0%N/A0.002%
1/13/2025 Capital Investment Advisors LLC21,386$1.75M0.0%+0.9%0.014%
1/13/2025 Brookstone Capital Management86,284$7.04M0.1%-3.1%0.057%
1/13/2025 Fiduciary Alliance LLC46,920$3.83M0.4%+2.0%0.031%
1/10/2025 Graypoint LLC15,614$1.27M0.1%N/A0.010%
1/10/2025 ORG Partners LLC3,433$280K0.0%+115.1%0.002%
1/6/2025 Oliver Luxxe Assets LLC4,289$350K0.1%N/A0.003%
1/3/2025 Modus Advisors LLC89,870$7.33M2.3%-0.9%0.059%
12/16/2024SMART Wealth LLC23,490$1.30M0.5%+79.7%0.016%
12/13/2024B. Riley Wealth Advisors Inc.10,440$575K0.0%+6.4%0.007%
12/2/2024Beaird Harris Wealth Management LLC53,569$2.98M0.3%+11.9%0.035%
11/25/2024Tidal Investments LLC199,499$11.08M0.1%+11.2%0.132%
11/25/2024Sfmg LLC37,577$2.09M0.2%+508.3%0.025%
11/25/2024Sanctuary Advisors LLC17,279$960K0.0%+244.4%0.011%
11/21/2024SkyView Investment Advisors LLC11,500$639K0.1%N/A0.008%
11/20/2024Virtu Financial LLC51,169$2.84M0.2%-67.9%0.034%
11/18/2024Soltis Investment Advisors LLC12,963$720K0.1%+22.8%0.009%
11/18/2024Hobbs Group Advisors LLC2,307$128K0.0%+65.5%0.002%
11/18/2024Arete Wealth Advisors LLC16,002$886K0.1%N/A0.011%
11/18/2024Sunbelt Securities Inc.8,668$481K0.0%-18.9%0.006%
11/15/2024Executive Wealth Management LLC26,352$1.46M0.1%N/A0.017%
11/15/2024PYA Waltman Capital LLC37,301$2.07M0.7%+13.5%0.025%
11/15/2024Peloton Wealth Strategists5,650$314K0.1%N/A0.004%
11/15/2024EP Wealth Advisors LLC22,269$1.24M0.0%+1.3%0.015%
11/15/2024Jane Street Group LLC2,572,210$142.84M0.0%-42.3%1.699%
11/15/2024Wellington Management Group LLP299,632$16.64M0.0%+2.6%0.198%
11/15/2024Stansberry Asset Management LLC31,063$1.73M0.2%-5.6%0.021%
11/15/2024Integrated Wealth Concepts LLC5,137$285K0.0%+34.0%0.003%
11/15/2024HighTower Advisors LLC258,033$14.31M0.0%+16.0%0.170%
11/15/2024Beck Capital Management LLC58,973$3.28M0.9%-2.0%0.039%
11/14/2024Timber Creek Capital Management LLC5,185$288K0.1%+12.4%0.003%
11/14/2024Flow Traders U.S. LLC986,641$54.79M2.8%+40.5%0.652%
11/14/2024Captrust Financial Advisors3,738$208K0.0%N/A0.002%
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11/14/2024HBK Investments L P2,451,020$136.11M2.2%+13.1%1.619%
11/14/2024Teachers Insurance & Annuity Association of America935$52K0.1%N/A0.001%
11/14/2024Fiduciary Trust Co43,757$2.43M0.0%+5.4%0.029%
11/14/2024CreativeOne Wealth LLC4,306$239K0.0%N/A0.003%
11/13/2024Townsquare Capital LLC52,773$2.93M0.0%+4.6%0.035%
11/13/2024Bank of Montreal Can109,822$6.31M0.0%+1,251.8%0.073%
11/13/2024Associated Banc Corp5,835$324K0.0%+14.0%0.004%
11/13/2024Horizon Kinetics Asset Management LLC5,916$329K0.0%+3.7%0.004%
11/13/2024Canton Hathaway LLC475$26K0.0%N/A0.000%
11/13/2024Brown Brothers Harriman & Co.26,299$1.46M0.0%+80.4%0.017%
(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, 258 institutional investors and hedge funds held shares of Fidelity Wise Origin Bitcoin Fund. The most heavily invested institutionals were Millennium Management LLC ($588.98M), Jane Street Group LLC ($142.84M), HBK Investments L P ($136.11M), Susquehanna International Group LLP ($134.59M), D. E. Shaw & Co. Inc. ($89.88M), Flow Traders U.S. LLC ($54.79M), and Envestnet Asset Management Inc. ($44.57M).Learn more on FBTC's institutional investors.

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

Of the 245 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: Jane Street Group LLC ($2.98M), D. E. Shaw & Co. Inc. ($1.67M), Susquehanna International Group LLP ($1.22M), United Capital Management of KS Inc. ($559.50K), IMC Chicago LLC ($368.88K), Legacy Wealth Asset Management LLC ($352.90K), and Flow Traders U.S. LLC ($346.78K).

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

Institutional investors have bought a total of 12,876,317 shares in the last 24 months. This purchase volume represents approximately $748.65M in transactions.

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

Of the 36 institutional investors that sold Fidelity Wise Origin Bitcoin Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($1.89M), Millennium Management LLC ($1.77M), Point72 Asset Management L.P. ($1.19M), Wolverine Asset Management LLC ($465.67K), Traynor Capital Management Inc. ($172.71K), Virtu Financial LLC ($108.12K), and Landscape Capital Management L.L.C. ($47.65K).

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

Institutional investors have sold a total of 5,798,841 shares in the last 24 months. This volume of shares sold represents approximately $314.52M in transactions.



This page (NYSEARCA:FBTC) was last updated on 1/22/2025 by MarketBeat.com Staff
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