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Congress Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Congress Wealth 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
2025
Q2 		$672K Buy
7,147
+1,978
+38% +$170K 0.01% 826
2025
Q1 		$379K Buy
5,169
+1,228
+31% +$99.9K ﹤0.01% 888
2024
Q4 		$322K Buy
+3,941
New +$286K ﹤0.01% 748

Other funds holding FBTC

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

Congress Wealth Management's FBTC Position: Q2 2025 in Review

Congress Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 38% in Q2 2025, buying an estimated $170K and bringing the position to 7,147 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #826.

Congress Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold FBTC as of Q2 2025.

  • Congress Wealth Management held 7,147 shares of Fidelity Wise Origin Bitcoin Fund worth $672K as of Q2 2025.
  • Congress Wealth Management bought 1,978 Fidelity Wise Origin Bitcoin Fund shares in Q2 2025, an estimated $170K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #826 holding.
  • Congress Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.