CIA
FBTC icon

Concurrent Investment Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Concurrent Investment Advisors’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 		$5.09M Buy
99,662
+21,519
+28% +$1.34M 0.04% 430
2026
Q1 		$4.61M Buy
78,143
+50,553
+183% +$3.36M 0.05% 373
2025
Q4 		$2.1M Sell
27,590
-146
-0.5% -$12.7K 0.02% 557
2025
Q3 		$2.77M Buy
27,736
+14,781
+114% +$1.48M 0.05% 378
2025
Q2 		$1.22M Buy
12,955
+1,235
+11% +$106K 0.02% 547
2025
Q1 		$844K Buy
11,720
+5,617
+92% +$457K 0.02% 599
2024
Q4 		$498K Buy
6,103
+761
+14% +$55.2K 0.01% 668
2024
Q3 		$297K Buy
5,342
+1,010
+23% +$53.9K 0.01% 787
2024
Q2 		$227K Buy
4,332
+584
+16% +$33.5K 0.01% 829
2024
Q1 		$233K Buy
+3,748
New +$179K 0.01% 751

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

Concurrent Investment Advisors's FBTC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 28% in Q2 2026, buying an estimated $1.34M and bringing the position to 99,662 shares worth $5.09M. The position accounts for 0.04% of the portfolio, ranked #430.

Concurrent Investment Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Concurrent Investment Advisors held 99,662 shares of Fidelity Wise Origin Bitcoin Fund worth $5.09M as of Q2 2026.
  • Concurrent Investment Advisors bought 21,519 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.34M.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #430 holding.
  • Concurrent Investment Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.