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 Q2	$4.1M	Buy	80,383 +2,450	+3%	+$153K	0.08%	254
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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 $1.66B AUM 18.03% 1-Year Est. Return

Mutual Advisors's FBTC Position: Q2 2026 in Review

Mutual Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.1% in Q2 2026, buying an estimated $153K and bringing the position to 80,383 shares worth $4.1M. The position accounts for 0.08% of the portfolio, ranked #254.

Mutual Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.25M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Mutual Advisors held 80,383 shares of Fidelity Wise Origin Bitcoin Fund worth $4.1M as of Q2 2026.
Mutual Advisors bought 2,450 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $153K.
Fidelity Wise Origin Bitcoin Fund made up 0.08% of Mutual Advisors's portfolio in Q2 2026, its #254 holding.
Mutual Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Mutual Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $9.25M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.