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

Moneta Group 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
Q1 		$1.32M Buy
22,436
+4,663
+26% +$310K 0.01% 324
2025
Q4 		$1.35M Sell
17,773
-12,192
-41% -$1.06M 0.01% 313
2025
Q3 		$2.99M Buy
29,965
+8,028
+37% +$802K 0.02% 223
2025
Q2 		$2.06M Buy
21,937
+7,116
+48% +$612K 0.02% 222
2025
Q1 		$1.07M Buy
14,821
+8,721
+143% +$709K 0.01% 282
2024
Q4 		$498K Buy
+6,100
New +$442K 0.01% 412

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 $1.2B AUM 13.59% 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

Moneta Group Investment Advisors's FBTC Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 26% in Q1 2026, buying an estimated $310K and bringing the position to 22,436 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #324.

Moneta Group Investment Advisors first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.99M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Moneta Group Investment Advisors held 22,436 shares of Fidelity Wise Origin Bitcoin Fund worth $1.32M as of Q1 2026.
  • Moneta Group Investment Advisors bought 4,663 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $310K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #324 holding.
  • Moneta Group Investment Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • Moneta Group Investment Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $2.99M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.