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

HB 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
2026
Q1 		$242K Buy
4,100
+634
+18% +$42.2K ﹤0.01% 1336
2025
Q4 		$264K Buy
3,466
+21
+0.6% +$1.83K ﹤0.01% 1202
2025
Q3 		$344K Buy
3,445
+681
+25% +$68K ﹤0.01% 1010
2025
Q2 		$260K Buy
+2,764
New +$238K ﹤0.01% 998

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

HB Wealth Management's FBTC Position: Q1 2026 in Review

HB Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 18% in Q1 2026, buying an estimated $42.2K and bringing the position to 4,100 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

HB Wealth Management first reported a position in FBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $344K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • HB Wealth Management held 4,100 shares of Fidelity Wise Origin Bitcoin Fund worth $242K as of Q1 2026.
  • HB Wealth Management bought 634 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $42.2K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1336 holding.
  • HB Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 4 quarters since.
  • HB Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $344K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.