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Fidelity Wise Origin Bitcoin Fund

312 hedge funds and large institutions have $2.65B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 41 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+66
Holders Change %
+26.83%
% of All Funds
4.54%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.31%
New
103
Increased
126
Reduced
41
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$220K +$220K +4,189 New
UCB
227
United Community Bank
South Carolina
$219K +$219K +4,183 New
FFA
228
Florida Financial Advisors
Florida
$217K -$89.4K -1,704 -29%
CF
229
Centaurus Financial
California
$217K -$3.83K -73 -2%
RSWM
230
Robertson Stephens Wealth Management
California
$211K +$211K +4,016 New
AFA
231
Atlas Financial Advisors
California
$211K +$11.8K +224 +6%
SSWM
232
Strait & Sound Wealth Management
California
$210K +$210K +4,000 New
TAM
233
Titleist Asset Management
Texas
$209K +$209K +3,989 New
CA
234
Clearstead Advisors
Ohio
$209K +$209K +3,988 New
FNC
235
First National Corp
Massachusetts
$206K +$206K +3,929 New
WANY
236
Wealthspire Advisors (New York)
New York
$206K +$206K +3,920 New
CMI
237
Clare Market Investments
Texas
$203K +$203K +3,875 New
SW
238
Simplicity Wealth
New Jersey
$202K +$27.2K +519 +16%
BFG
239
Bleakley Financial Group
New Jersey
$202K +$27.2K +519 +16%
IWC
240
Integrated Wealth Concepts
Massachusetts
$201K +$201K +3,834 New
VC
241
Vestor Capital
Illinois
$163K +$40.7K +775 +33%
SFM
242
Spartan Fund Management
Canada
$131K
FP
243
Financial Perspectives
Minnesota
$130K +$130K +2,487 New
CWC
244
Carolinas Wealth Consulting
North Carolina
$128K
MA
245
MCF Advisors
Kentucky
$124K
MHR
246
Matthew Hamilton Rosenberg
$123K
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$110K +$8.87K +169 +9%
AWM
248
Avondale Wealth Management
Texas
$105K +$105K +1,995 New
BLC
249
Brown, Lisle/Cummings
Rhode Island
$103K -$26.2K -500 -20%
TIM
250
Tortoise Investment Management
New York
$94.7K