We are live on ! Find out more
FBTC icon

Fidelity Wise Origin Bitcoin Fund

342 hedge funds and large institutions have $2.87B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

84% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 38

9% more funds holding

Funds holding: 313342 (+29)

8% more capital invested

Capital invested by funds: $2.66B → $2.87B (+$209M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

0.93% less ownership

Funds ownership: 26.42%25.49% (-0.93%)

Holders
342
Holders Change
+29
Holders Change %
+9.27%
% of All Funds
4.91%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
70
Increased
143
Reduced
54
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
226
First Heartland Consultants
Missouri
$292K
TCCM
227
Timber Creek Capital Management
Massachusetts
$288K +$30.6K +573 +12%
JC
228
JB Capital
Connecticut
$287K +$275K +5,160 New
IWC
229
Integrated Wealth Concepts
Massachusetts
$285K +$69.5K +1,303 +34%
RPCA
230
Running Point Capital Advisors
California
$285K +$274K +5,134 New
LPL Financial
231
LPL Financial
California
$285K +$273K +5,129 New
WQ
232
Wealth Quarterback
New Jersey
$283K +$746 +14 +0.3%
WA
233
Waddell & Associates
Tennessee
$282K +$271K +5,082 New
CWA
234
Canvas Wealth Advisors
Kansas
$282K +$8.26K +155 +3%
MFG
235
Merit Financial Group
Georgia
$281K -$87.4K -1,640 -24%
PCA
236
Pallas Capital Advisors
Massachusetts
$281K +$9.92K +186 +4%
TIM
237
Total Investment Management
Arizona
$280K +$269K +5,041 New
CPA
238
Cardiff Park Advisors
California
$278K +$267K +5,000 New
PCS
239
Personal CFO Solutions
New Jersey
$271K -$53 -1 -0%
DIM
240
Delta Investment Management
California
$267K +$693 +13 +0.3%
LSAG
241
Lake Street Advisors Group
New Hampshire
$266K
RSWM
242
Robertson Stephens Wealth Management
California
$255K +$31K +581 +14%
IWA
243
IVC Wealth Advisors
Pennsylvania
$254K +$244K +4,575 New
CFP
244
Cascade Financial Partners
California
$254K +$229K +4,300 New
KF
245
KKM Financial
Illinois
$250K +$240K +4,500 New
PCA
246
Prosperity Capital Advisors
Ohio
$246K +$236K +4,426 New
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$243K -$271K -5,077 -54%
AFA
248
Atlas Financial Advisors
California
$242K +$18.6K +348 +9%
CW
249
CreativeOne Wealth
Kansas
$239K +$230K +4,306 New
ECM
250
Exchange Capital Management
Michigan
$239K

FBTC Hedge Fund Activity: Q3 2024 in Review

342 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Wise Origin Bitcoin Fund (FBTC) for Q3 2024, worth a combined $2.87B — up 7.9% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new FBTC positions and 38 closed out — a net gain of 32 holders — while 143 added to existing stakes and 54 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $114M. The largest seller was Avenir Tech, cutting an estimated $205M.

  • 342 institutional investors held Fidelity Wise Origin Bitcoin Fund (FBTC) as of Q3 2024, up from 313 in Q2 2024.
  • Funds reported $2.87B of Fidelity Wise Origin Bitcoin Fund stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 70 funds opened new Fidelity Wise Origin Bitcoin Fund positions in Q3 2024 and 38 closed out, a net change of +32 holders.
  • The largest Fidelity Wise Origin Bitcoin Fund buyer in Q3 2024 was D.E. Shaw & Co, an estimated $114M added.
  • The largest Fidelity Wise Origin Bitcoin Fund seller in Q3 2024 was Avenir Tech, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.