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Fidelity Wise Origin Bitcoin Fund

313 hedge funds and large institutions have $2.66B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 126 increasing their positions, 41 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 41

197% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 35

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

27% more funds holding

Funds holding: 246313 (+67)

14% more capital invested

Capital invested by funds: $2.34B → $2.66B (+$317M)

2.76% more ownership

Funds ownership: 23.66%26.42% (+2.8%)

Holders
313
Holders Change
+67
Holders Change %
+27.24%
% of All Funds
4.52%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
104
Increased
126
Reduced
41
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
226
Exchange Capital Management
Michigan
$226K +$247K +4,300 New
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$220K +$240K +4,189 New
UCB
228
United Community Bank
South Carolina
$219K +$240K +4,183 New
FFA
229
Florida Financial Advisors
Florida
$217K -$97.7K -1,704 -29%
CF
230
Centaurus Financial
California
$217K -$4.19K -73 -2%
RSWM
231
Robertson Stephens Wealth Management
California
$211K +$230K +4,016 New
AFA
232
Atlas Financial Advisors
California
$211K +$12.8K +224 +6%
SSWM
233
Strait & Sound Wealth Management
California
$210K +$229K +4,000 New
TAM
234
Titleist Asset Management
Texas
$209K +$229K +3,989 New
CA
235
Clearstead Advisors
Ohio
$209K +$229K +3,988 New
FNC
236
First National Corp
Massachusetts
$206K +$225K +3,929 New
WANY
237
Wealthspire Advisors (New York)
New York
$206K +$225K +3,920 New
CMI
238
Clare Market Investments
Texas
$203K +$222K +3,875 New
BFG
239
Bleakley Financial Group
New Jersey
$202K +$29.8K +519 +16%
SW
240
Simplicity Wealth
New Jersey
$202K +$29.8K +519 +16%
IWC
241
Integrated Wealth Concepts
Massachusetts
$201K +$220K +3,834 New
VC
242
Vestor Capital
Illinois
$163K +$44.4K +775 +33%
SFM
243
Spartan Fund Management
Canada
$131K
FP
244
Financial Perspectives
Minnesota
$130K +$143K +2,487 New
CWC
245
Carolinas Wealth Consulting
North Carolina
$128K
MA
246
MCF Advisors
Kentucky
$124K
MHR
247
Matthew Hamilton Rosenberg
$123K
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$110K +$9.69K +169 +9%
AWM
249
Avondale Wealth Management
Texas
$105K +$114K +1,995 New
BLC
250
Brown, Lisle/Cummings
Rhode Island
$103K -$28.7K -500 -20%