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Advyzon Investment Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Advyzon Investment Management’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Sell
4,860
-77
-2% -$4.81K 0.02% 681
2026
Q1 		$291K Sell
4,937
-192
-4% -$12.8K 0.03% 542
2025
Q4 		$391K Sell
5,129
-342
-6% -$29.8K 0.05% 380
2025
Q3 		$546K Sell
5,471
-133
-2% -$13.3K 0.09% 211
2025
Q2 		$527K Sell
5,604
-5,795
-51% -$499K 0.12% 169
2025
Q1 		$820K Sell
11,399
-972
-8% -$79K 0.29% 67
2024
Q4 		$1.01M Buy
+12,371
New +$897K 0.39% 47

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Advyzon Investment Management's FBTC Position: Q2 2026 in Review

Advyzon Investment Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.6% in Q2 2026, selling an estimated $4.81K and leaving 4,860 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #681.

Advyzon Investment Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Advyzon Investment Management held 4,860 shares of Fidelity Wise Origin Bitcoin Fund worth $248K as of Q2 2026.
  • Advyzon Investment Management sold 77 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $4.81K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #681 holding.
  • Advyzon Investment Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.01M in Q4 2024.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.