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Caldwell Trust’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Caldwell Trust’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
2025
Q3 		– Sell
-200
Closed -$18.8K – 756
2025
Q2 		$18.8K Buy
+200
New +$17.2K ﹤0.01% 572

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Caldwell Trust's FBTC Position: Q3 2025 in Review

Caldwell Trust sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2025, closing a stake of 200 shares — an estimated $18.8K sold.

Caldwell Trust first reported a position in FBTC in Q2 2025 and held it in 1 quarter. The position peaked at $18.8K in Q2 2025. 684 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • Caldwell Trust reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2025 after selling out during the quarter.
  • Caldwell Trust sold 200 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $18.8K.
  • Caldwell Trust first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 1 quarter.
  • Caldwell Trust's Fidelity Wise Origin Bitcoin Fund position peaked at $18.8K in Q2 2025.
  • 684 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on Caldwell Trust's 13F filing for Q3 2025, filed 23 Oct 2025.