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SMI Advisory Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

SMI Advisory Services’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
2025
Q4 		– Sell
-2,390
Closed -$256K – 66
2025
Q3 		$256K Sell
2,390
-180
-7% -$18K 0.05% 47
2025
Q2 		$268K Sell
2,570
-1,308
-34% -$113K 0.05% 41
2025
Q1 		$264K Sell
3,878
-64,811
-94% -$5.27M 0.06% 32
2024
Q4 		$5.62M Sell
68,689
-25,626
-27% -$1.86M 1.3% 18
2024
Q3 		$5.15M Sell
94,315
-669
-0.7% -$35.7K 1.14% 25
2024
Q2 		$4.81M Buy
94,984
+27,138
+40% +$1.56M 1.19% 22
2024
Q1 		$4.09M Buy
+67,846
New +$3.25M 1.15% 23

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 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
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

SMI Advisory Services's FBTC Position: Q4 2025 in Review

SMI Advisory Services sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2025, closing a stake of 2,390 shares — an estimated $256K sold.

SMI Advisory Services first reported a position in FBTC in Q1 2024 and held it in 7 quarters. The position peaked at $5.62M in Q4 2024. 676 funds tracked by Wall St. Rank hold FBTC as of Q4 2025.

  • SMI Advisory Services reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2025 after selling out during the quarter.
  • SMI Advisory Services sold 2,390 Fidelity Wise Origin Bitcoin Fund shares in Q4 2025, an estimated $256K.
  • SMI Advisory Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and held it in 7 quarters.
  • SMI Advisory Services's Fidelity Wise Origin Bitcoin Fund position peaked at $5.62M in Q4 2024.
  • 676 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2025.

Based on SMI Advisory Services's 13F filing for Q4 2025, filed 13 Jan 2026.