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Fidelity Wise Origin Bitcoin Fund (FBTC) Institutional Ownership

Fidelity Wise Origin Bitcoin Fund logo
$73.66 +0.28 (+0.38%)
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)
439
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$703.79M
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FBTC Institutional Buying and Selling by Quarter

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Fidelity Wise Origin Bitcoin Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Wealth Enhancement Advisory Services LLC105,272$7.58M0.0%+18.0%0.047%
4/16/2025Matauro LLC7,368$530K0.1%N/A0.003%
4/15/2025Redhawk Wealth Advisors Inc.6,177$445K0.1%+8.2%0.003%
4/15/2025Integrated Advisors Network LLC84,130$6.06M0.3%+1.9%0.038%
4/15/2025Wealthcare Advisory Partners LLC25,424$1.83M0.0%+488.7%0.011%
4/14/2025 Regatta Capital Group LLC9,443$680K0.1%+6.8%0.004%
4/14/2025 Pallas Capital Advisors LLC16,307$1.17M0.0%+81.0%0.007%
4/14/2025 Farther Finance Advisors LLC7,492$556K0.0%+23.4%0.003%
4/14/2025 Daymark Wealth Partners LLC10,658$767K0.0%+17.9%0.005%
4/14/2025 Financial Designs Corp26,443$1.90M1.3%+4.1%0.012%
4/14/2025 Capital Investment Advisors LLC8,114$584K0.0%-62.1%0.004%
4/14/2025 Park Avenue Securities LLC61,401$4.42M0.1%+39.7%0.027%
4/14/2025 KMG Fiduciary Partners LLC9,431$679K0.1%+223.2%0.004%
4/14/2025 Upper Left Wealth Management LLC9,375$675K0.5%+46.9%0.004%
4/14/2025 Wedmont Private Capital6,049$443K0.0%+74.3%0.003%
4/11/2025 Vanguard Capital Wealth Advisors7,475$538K0.7%N/A0.003%
4/11/2025 KFG Wealth Management LLC5,378$387K0.1%+54.8%0.002%
4/11/2025 Evexia Wealth LLC38,526$2.77M1.0%+1.3%0.017%
4/11/2025 Sandbox Financial Partners LLC6,886$496K0.2%+136.3%0.003%
4/11/2025 Intellectus Partners LLC6,050$435K0.1%+9.4%0.003%
4/11/2025 Signal Advisors Wealth LLC6,725$484K0.0%N/A0.003%
4/10/2025 Diligent Investors LLC8,819$635K0.2%N/A0.004%
4/10/2025 Clare Market Investments LLC3,565$257K0.1%-61.8%0.002%
4/10/2025 Secure Asset Management LLC24,002$1.73M0.3%+1.9%0.011%
4/10/2025 Park Edge Advisors LLC3,385$244K0.1%N/A0.002%
4/10/2025 Veracity Capital LLC3,657$263K0.1%+27.9%0.002%
4/10/2025 Financial Management Professionals Inc.19,159$1.38M0.2%+2.1%0.009%
4/10/2025 SMI Advisory Services LLC3,878$264K0.1%-94.4%0.002%
4/9/2025 RFG Advisory LLC5,616$404K0.0%-84.5%0.003%
4/9/2025 Merit Financial Group LLC10,091$726K0.0%+43.6%0.005%
4/9/2025 Inspirion Wealth Advisors LLC13,974$1.01M0.1%+136.5%0.006%
4/9/2025 Sweeney & Michel LLC9,793$656K0.3%N/A0.004%
4/9/2025 Fiduciary Alliance LLC46,363$3.34M0.3%-1.2%0.021%
4/9/2025 Legacy Wealth Asset Management LLC307,686$22.14M6.1%+0.1%0.138%
4/8/2025 IVC Wealth Advisors LLC5,002$360K0.2%+31.6%0.002%
4/8/2025 Highland Financial Advisors LLC22,153$1.59M0.6%-2.9%0.010%
4/8/2025 IFG Advisors LLC2,886$208K0.0%+12.7%0.001%
4/8/2025 Parallel Advisors LLC9,260$666K0.0%+8.7%0.004%
4/7/2025 AdvisorNet Financial Inc7,976$574K0.0%+14.0%0.004%
4/4/2025 Baring Financial LLC2,792$201K0.2%N/A0.001%
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4/1/2025 Modus Advisors LLC89,030$6.41M2.1%-0.9%0.040%
4/1/2025 MassMutual Private Wealth & Trust FSB1,430$103K0.0%+115.7%0.001%
3/27/2025Milestone Asset Management Group LLC47,277$3.86M3.4%N/A0.021%
3/25/2025Life Line Wealth Management LLC18,478$1.51M0.5%-16.2%0.008%
3/24/2025Wellington Management Group LLP313,432$25.57M0.0%+4.6%0.141%
3/17/2025Wealth Enhancement Advisory Services LLC89,180$7.28M0.0%+37.7%0.038%
2/28/2025Park Square Financial Group LLC1,453$119K0.1%N/A0.001%
2/27/2025Carolinas Wealth Consulting LLC3,134$256K0.0%+28.8%0.001%
2/25/2025Heck Capital Advisors LLC158,502$12.93M0.8%N/A0.067%
2/25/2025B. Riley Wealth Advisors Inc.9,363$764K0.0%-10.3%0.004%
2/25/2025Integrated Advisors Network LLC82,573$6.74M0.3%-8.1%0.035%
2/20/2025Drucker Wealth 3.0 LLC4,952$404K0.1%N/A0.002%
2/18/2025Sunbelt Securities Inc.11,651$959K0.1%+34.4%0.005%
2/18/2025First Heartland Consultants Inc.23,240$1.90M0.2%+341.3%0.010%
2/18/2025Delta Investment Management LLC7,974$651K0.1%+66.1%0.003%
2/17/2025Waverly Advisors LLC5,185$423K0.0%N/A0.002%
2/17/2025Willis Johnson & Associates Inc.6,895$562K0.0%N/A0.003%
2/17/2025Visionary Wealth Advisors2,744$224K0.0%N/A0.001%
2/17/2025Vivaldi Capital Management LP20,581$1.82M0.3%+4.5%0.009%
2/17/2025Tidal Investments LLC207,348$16.92M0.1%+3.9%0.087%
2/17/2025Strategic Wealth Partners Ltd.3,377$284K0.0%N/A0.001%
2/17/2025Sculptor Capital LP801,950$65.42M0.9%N/A0.338%
2/17/2025Panoramic Capital LLC48,354$3.95M2.1%N/A0.020%
2/17/2025Patient Capital Management LLC305,603$24.93M1.2%+215.5%0.129%
2/17/2025Newtyn Management LLC120,200$9.81M1.7%+38.2%0.051%
2/17/2025Millennium Management LLC8,503,474$693.71M0.3%-26.7%3.583%
2/17/2025Guardian Wealth Advisors LLC NC3,874$316K0.0%N/A0.002%
2/17/2025Graham Capital Management L.P.35,000$2.86M0.0%N/A0.015%
2/17/2025Focus Partners Wealth35,698$2.93M0.0%+164.5%0.015%
2/17/2025Eschler Asset Management LLP10,000$816K1.9%-84.6%0.007%
2/17/2025Fairview Capital Investment Management LLC6,950$567K0.0%N/A0.005%
2/17/2025Fiduciary Trust Co84,947$6.93M0.1%+94.1%0.056%
2/17/2025Clarity Asset Management Inc.624$51K0.0%N/A0.000%
2/17/2025D. E. Shaw & Co. Inc.4,378,000$357.07M0.3%+13.4%2.892%
2/17/2025Eagle Global Advisors LLC6,050$494K0.0%N/A0.004%
2/17/2025EP Wealth Advisors LLC23,643$1.93M0.0%+6.2%0.016%
2/17/2025Cresset Asset Management LLC370,045$30.19M0.1%-16.6%0.244%
2/17/2025Cetera Investment Advisers90,309$7.37M0.0%+186.7%0.060%
2/17/2025BOKF NA2,938$243K0.0%N/A0.002%
2/17/2025Cantor Fitzgerald L. P.4,987$407K0.0%N/A0.003%
2/17/2025Captrust Financial Advisors6,743$550K0.0%+80.4%0.004%
2/17/2025Bank of America Corp DE31,246$2.55M0.0%+4.4%0.021%
2/17/2025Aptus Capital Advisors LLC30,566$2.49M0.0%+325.1%0.020%
2/17/2025AlTi Global Inc.3,336$272K0.0%N/A0.002%
2/17/2025Allegheny Financial Group68,746$5.61M1.4%+201.1%0.045%
2/17/2025Almitas Capital LLC1,731,994$141.30M31.0%+55.3%1.144%
2/14/2025Mercer Global Advisors Inc. ADV22,421$1.83M0.0%-2.5%0.015%
2/14/2025Keel Point LLC13,579$1.11M0.1%N/A0.009%
2/14/2025Claar Advisors LLC95,100$7.76M2.5%+81.1%0.063%
2/14/2025Rehmann Capital Advisory Group2,984$243K0.0%N/A0.002%
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2/14/2025Bison Wealth LLC34,154$2.79M0.6%+118.7%0.023%
2/14/2025Schonfeld Strategic Advisors LLC5,530,865$451.21M2.6%+16.5%3.654%
2/14/2025Firestone Capital Management26,338$2.15M0.5%+40.7%0.017%
2/14/2025Lido Advisors LLC44,397$3.62M0.0%+59.6%0.029%
2/14/2025Boothbay Fund Management LLC686,972$56.04M1.4%+60.5%0.454%
2/14/2025Arkos Global Advisors26,068$2.13M0.3%+10.8%0.017%
2/14/2025HBK Investments L P2,805,036$228.84M4.0%+14.4%1.853%
2/14/2025Kovitz Investment Group Partners LLC38,162$3.11M0.0%+1.4%0.025%
2/14/2025Pine Ridge Advisers LLC889,647$72.58M6.5%-40.9%0.588%
2/14/2025Integrated Wealth Concepts LLC24,329$1.99M0.0%+373.6%0.016%
(Data available from 1/1/2016 forward)

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FBTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBTC shares?

During the previous two years, 463 institutional investors and hedge funds held shares of Fidelity Wise Origin Bitcoin Fund. The most heavily invested institutionals were Millennium Management LLC ($693.71M), Schonfeld Strategic Advisors LLC ($451.21M), Capula Management Ltd ($444.62M), D. E. Shaw & Co. Inc. ($357.07M), Bracebridge Capital LLC ($323.71M), HBK Investments L P ($228.84M), and Jane Street Group LLC ($142.84M).Learn more on FBTC's institutional investors.

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

Of the 441 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: Bracebridge Capital LLC ($3.97M), Jane Street Group LLC ($2.98M), D. E. Shaw & Co. Inc. ($2.19M), Susquehanna International Group LLP ($1.22M), Sculptor Capital LP ($801.95K), 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 26,594,801 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

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

Of the 72 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: Millennium Management LLC ($4.87M), Jane Street Group LLC ($1.89M), Point72 Asset Management L.P. ($1.19M), Pine Ridge Advisers LLC ($615.09K), Ovata Capital Management Ltd ($526.28K), Wolverine Asset Management LLC ($465.67K), and Traynor Capital Management Inc. ($172.71K).

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

Institutional investors have sold a total of 10,584,208 shares in the last 24 months. This volume of shares sold represents approximately $703.79M in transactions.



This page (NYSEARCA:FBTC) was last updated on 4/16/2025 by MarketBeat.com Staff
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