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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
2025
Q1 		– Sell
-1,200
Closed -$97.9K – 1265
2024
Q4 		$97.9K Buy
+1,200
New +$87K ﹤0.01% 1051

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Concurrent Investment Advisors's FBTC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 183% in Q1 2026, buying an estimated $3.36M and bringing the position to 78,143 shares worth $4.61M. The position accounts for 0.05% of the portfolio, ranked #373.

Concurrent Investment Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Concurrent Investment Advisors held 78,143 shares of Fidelity Wise Origin Bitcoin Fund worth $4.61M as of Q1 2026.
  • Concurrent Investment Advisors bought 50,553 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $3.36M.
  • Fidelity Wise Origin Bitcoin Fund made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #373 holding.
  • Concurrent Investment Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.