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

Mutual 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	$4.6M	Buy	77,933 +6,292	+9%	+$419K	0.1%	204
2025 Q4	$5.46M	Sell	71,641 -24,613	-26%	-$2.15M	0.12%	180
2025 Q3	$9.25M	Buy	96,254 +49,543	+106%	+$4.95M	0.2%	97
2025 Q2	$4.76M	Buy	46,711 +7,053	+18%	+$607K	0.12%	174
2025 Q1	$3.3M	Buy	39,658 +29,287	+282%	+$2.38M	0.09%	205
2024 Q4	$910K	Buy	10,371 +2,062	+25%	+$150K	0.03%	509
2024 Q3	$496K	Buy	8,309 +454	+6%	+$24.2K	0.01%	707
2024 Q2	$462K	Buy	7,855 +1,642	+26%	+$94.1K	0.01%	733
2024 Q1	$386K	Buy	+6,213	New	+$297K	0.01%	781

Other funds holding FBTC

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 New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mutual Advisors's FBTC Position: Q1 2026 in Review

Mutual Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 8.8% in Q1 2026, buying an estimated $419K and bringing the position to 77,933 shares worth $4.6M. The position accounts for 0.1% of the portfolio, ranked #204.

Mutual Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.25M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Mutual Advisors held 77,933 shares of Fidelity Wise Origin Bitcoin Fund worth $4.6M as of Q1 2026.
Mutual Advisors bought 6,292 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $419K.
Fidelity Wise Origin Bitcoin Fund made up 0.1% of Mutual Advisors's portfolio in Q1 2026, its #204 holding.
Mutual Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
Mutual Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $9.25M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.