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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$85.88 +3.34 (+4.05%)
(As of 11/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$725.10M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$308.26M
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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
11/21/2024SkyView Investment Advisors LLC11,500$639K0.1%N/A0.008%
11/20/2024 Virtu Financial LLC51,169$2.84M0.2%-67.9%0.034%
11/18/2024 Soltis Investment Advisors LLC12,963$720K0.1%+22.8%0.009%
11/18/2024 Hobbs Group Advisors LLC2,307$128K0.0%+65.5%0.002%
11/18/2024 Arete Wealth Advisors LLC16,002$886K0.1%N/A0.011%
11/18/2024 Sunbelt Securities Inc.8,668$481K0.0%-18.9%0.006%
11/15/2024 Executive Wealth Management LLC26,352$1.46M0.1%N/A0.017%
11/15/2024 PYA Waltman Capital LLC37,301$2.07M0.7%+13.5%0.025%
11/15/2024 Peloton Wealth Strategists5,650$314K0.1%N/A0.004%
11/15/2024 EP Wealth Advisors LLC22,269$1.24M0.0%+1.3%0.015%
11/15/2024 Jane Street Group LLC2,572,210$142.84M0.0%-42.3%1.699%
11/15/2024 Wellington Management Group LLP299,632$16.64M0.0%+2.6%0.198%
11/15/2024 Stansberry Asset Management LLC31,063$1.73M0.2%-5.6%0.021%
11/15/2024 Integrated Wealth Concepts LLC5,137$285K0.0%+34.0%0.003%
11/15/2024 HighTower Advisors LLC258,033$14.31M0.0%+16.0%0.170%
11/15/2024 Beck Capital Management LLC58,973$3.28M0.9%-2.0%0.039%
11/14/2024 Timber Creek Capital Management LLC5,185$288K0.1%+12.4%0.003%
11/14/2024 Flow Traders U.S. LLC986,641$54.79M2.8%+40.5%0.652%
11/14/2024 Captrust Financial Advisors3,738$208K0.0%N/A0.002%
11/14/2024 HBK Investments L P2,451,020$136.11M2.2%+13.1%1.619%
11/14/2024 Teachers Insurance & Annuity Association of America935$52K0.1%N/A0.001%
11/14/2024 Fiduciary Trust Co43,757$2.43M0.0%+5.4%0.029%
11/14/2024 CreativeOne Wealth LLC4,306$239K0.0%N/A0.003%
11/13/2024 Townsquare Capital LLC52,773$2.93M0.0%+4.6%0.035%
11/13/2024 Bank of Montreal Can109,822$6.31M0.0%+1,251.8%0.073%
11/13/2024 Associated Banc Corp5,835$324K0.0%+14.0%0.004%
11/13/2024 Horizon Kinetics Asset Management LLC5,916$329K0.0%+3.7%0.004%
11/13/2024 Canton Hathaway LLC475$26K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.26,299$1.46M0.0%+80.4%0.017%
11/12/2024 SevenBridge Financial Group LLC26,655$1.48M0.3%+12.4%0.018%
11/12/2024 Centaurus Financial Inc.3,854$214K0.0%-6.9%0.003%
11/12/2024Larson Financial Group LLC4,086$227K0.0%+220.7%0.003%
11/12/2024 KKM Financial LLC4,500$250K0.1%N/A0.003%
11/12/2024 Waddell & Associates LLC5,082$282K0.0%N/A0.003%
11/12/2024 Meridian Wealth Management LLC18,038$1.00M0.0%N/A0.012%
11/12/2024 Nwam LLC43,832$2.43M0.1%N/A0.029%
11/12/2024 Running Point Capital Advisors LLC5,134$285K0.1%N/A0.003%
11/9/2024 Landscape Capital Management L.L.C.440,056$24.44M2.5%-9.8%0.291%
11/8/2024 EverSource Wealth Advisors LLC315,694$17.53M1.1%-0.2%0.209%
11/8/2024 Moors & Cabot Inc.10,835$602K0.0%-2.1%0.007%
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11/8/2024 RPO LLC243,530$13.52M10.8%+2.4%0.161%
11/8/2024 Avior Wealth Management LLC32,996$1.83M0.1%+33.3%0.022%
11/7/2024 MAI Capital Management9,007$500K0.0%-22.1%0.006%
11/7/2024 Thrivent Financial for Lutherans4,367$243K0.0%-53.8%0.003%
11/6/2024 Archer Investment Corp3,135$174K0.0%+161.0%0.002%
11/6/2024 Cornerstone Planning Group LLC800$44K0.0%+429.8%0.001%
11/5/2024 Aptus Capital Advisors LLC7,191$399K0.0%+25.0%0.005%
11/5/2024 Total Investment Management Inc.5,041$280K0.0%N/A0.003%
11/5/2024 WealthPlan Investment Management LLC5,532$307K0.0%+16.8%0.004%
11/4/2024 United Capital Management of KS Inc.559,503$31.07M6.8%+55.1%0.370%
11/4/2024 TRU Independence Asset Management 2 LLC9,317$517K0.4%N/A0.006%
11/4/2024 Wolverine Asset Management LLC408,518$22.69M0.2%-46.6%0.270%
11/4/2024 Peregrine Asset Advisers Inc.35,091$1.95M0.7%-48.9%0.023%
11/2/2024 Covestor Ltd2,101$117K0.1%+25.8%0.001%
11/1/2024 Verus Financial Partners Inc.10,156$548K0.1%N/A0.007%
11/1/2024 Lionsbridge Wealth Management LLC11,079$615K0.5%+107.7%0.007%
11/1/2024 Able Wealth Management LLC10,134$563K0.4%N/A0.007%
11/1/2024 Capital Performance Advisors LLP3,470$193K0.1%N/A0.002%
10/31/2024 JB Capital LLC5,160$287K0.0%N/A0.003%
10/31/2024 Concurrent Investment Advisors LLC5,342$297K0.0%+23.3%0.004%
10/30/2024 Benchmark Financial Wealth Advisors LLC6,372$354K0.1%N/A0.004%
10/30/2024 Guidance Point Advisors LLC5,765$320K0.1%N/A0.004%
10/30/2024 Falcon Wealth Planning5,765$320K0.0%+30.0%0.004%
10/30/2024 Highland Financial Advisors LLC26,894$1.49M0.5%+18.2%0.018%
10/30/2024 Vestor Capital LLC4,025$224K0.0%+29.8%0.003%
10/29/2024 Roman Butler Fullerton & Co.10,830$635K0.2%+78.4%0.007%
10/29/2024 AM Investment Strategies LLC33,180$1.84M0.4%+250.9%0.022%
10/29/2024 Chicago Partners Investment Group LLC6,421$373K0.0%+35.9%0.004%
10/28/2024 Atlas Financial Advisors Inc.4,361$242K0.4%+8.7%0.003%
10/28/2024 US Bancorp DE76,897$4.27M0.0%+1.3%0.051%
10/25/2024 Childress Capital Advisors LLC22,086$1.23M0.3%-16.9%0.015%
10/25/2024 Integrated Advisors Network LLC89,881$4.99M0.2%+0.9%0.059%
10/25/2024 Traynor Capital Management Inc.18,105$1.01M0.1%-90.5%0.012%
10/25/2024 Pallas Capital Advisors LLC4,697$281K0.0%+4.1%0.003%
10/24/2024 IVC Wealth Advisors LLC4,575$254K0.1%N/A0.003%
10/24/2024 Financial Management Professionals Inc.18,427$1.02M0.1%+3.7%0.012%
10/24/2024 Wealth Enhancement Advisory Services LLC64,756$3.60M0.0%+2.2%0.043%
10/23/2024 Parcion Private Wealth LLC81,947$4.55M0.4%+1.5%0.054%
10/23/2024 Allworth Financial LP9,580$532K0.0%+117.1%0.006%
10/23/2024 Legacy Wealth Asset Management LLC337,407$18.74M5.0%+0.1%0.223%
10/23/2024 Strategic Investment Solutions Inc. IL1,331$74K0.0%N/A0.001%
10/23/2024 Cambridge Advisors Inc.40,431$2.25M0.5%+2.9%0.027%
10/23/2024 CENTRAL TRUST Co5,426$301K0.0%-35.2%0.004%
10/22/2024 Mad River Investors81,149$4.51M2.5%-2.2%0.054%
10/22/2024 Coston McIsaac & Partners13,987$776K0.2%+199.1%0.009%
10/22/2024 Private Advisor Group LLC17,355$964K0.0%+11.7%0.011%
10/22/2024 Waldron Private Wealth LLC17,235$957K0.0%+6.6%0.011%
10/21/2024 Sweeney & Michel LLC8,503$510K0.2%+3.3%0.006%
10/21/2024 Foundations Investment Advisors LLC3,814$212K0.0%N/A0.003%
10/21/2024 Raleigh Capital Management Inc.1,457$81K0.0%N/A0.001%
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10/21/2024 Whittier Trust Co. of Nevada Inc.1,780$99K0.0%+130.0%0.001%
10/21/2024 Mills Wealth Advisors LLC25,869$1.44M1.0%-0.9%0.017%
10/19/2024Brown Lisle Cummings Inc.2,460$137K0.0%+25.5%0.002%
10/19/2024Financial Designs Corp20,523$1.14M0.7%+67.9%0.014%
10/19/2024Compass Ion Advisors LLC155,419$8.63M1.1%+23.3%0.103%
10/19/2024Atlas Wealth Partners LLC204,214$11.34M17.3%N/A0.135%
10/19/2024Madison Park Capital Advisors LLC16,783$932K0.7%+52.8%0.011%
10/18/2024Everett Harris & Co. CA8,979$499K0.0%N/A0.006%
10/18/2024Capital Investment Advisors LLC21,201$1.18M0.0%-2.6%0.014%
10/18/2024Stratos Wealth Advisors LLC27,744$1.54M0.1%+3.8%0.018%
(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, 224 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 211 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 12,561,960 shares in the last 24 months. This purchase volume represents approximately $725.10M in transactions.

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

Of the 30 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 5,722,097 shares in the last 24 months. This volume of shares sold represents approximately $308.26M in transactions.



This page (NYSEARCA:FBTC) was last updated on 11/21/2024 by MarketBeat.com Staff
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