SMA
FBTC icon

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

Sage Mountain 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 		$324K Hold
5,481
– – 0.02% 159
2025
Q4 		$418K Sell
5,481
-22
-0.4% -$1.92K 0.02% 310
2025
Q3 		$549K Hold
5,503
– – 0.03% 253
2025
Q2 		$517K Hold
5,503
– – 0.03% 234
2025
Q1 		$396K Hold
5,503
– – 0.03% 256
2024
Q4 		$449K Hold
5,503
– – 0.03% 229
2024
Q3 		$306K Hold
5,503
– – 0.03% 283
2024
Q2 		$289K Hold
5,503
– – 0.03% 258
2024
Q1 		$342K Buy
+5,503
New +$263K 0.04% 216

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

Sage Mountain Advisors's FBTC Position: Q1 2026 in Review

Sage Mountain Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 5,481 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #159.

Sage Mountain Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $549K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Sage Mountain Advisors held 5,481 shares of Fidelity Wise Origin Bitcoin Fund worth $324K as of Q1 2026.
  • Sage Mountain Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #159 holding.
  • Sage Mountain Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • Sage Mountain Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $549K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.