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Fidelity Wise Origin Bitcoin Fund

340 hedge funds and large institutions have $2.86B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
4.92%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
69
Increased
143
Reduced
54
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
251
Larson Financial Group
Missouri
$227K +$156K +2,812 +221%
VC
252
Vestor Capital
Illinois
$224K +$51.4K +923 +30%
SSWM
253
Strait & Sound Wealth Management
California
$222K
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$216K +$216K +3,885 New
KWM
255
Kingsview Wealth Management
Oregon
$215K -$466K -8,390 -68%
CF
256
Centaurus Financial
California
$214K -$15.8K -285 -7%
CMI
257
Clare Market Investments
Texas
$214K -$1.67K -30 -0.8%
FIA
258
Foundations Investment Advisors
Arizona
$212K +$212K +3,814 New
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$208K +$208K +3,738 New
Osaic Holdings
260
Osaic Holdings
Arizona
$205K -$68.5K -1,233 -25%
CPA
261
Capital Performance Advisors
California
$193K +$193K +3,470 New
AIC
262
Archer Investment Corporation
Indiana
$174K +$107K +1,934 +161%
IA
263
IFP Advisors
Florida
$167K +$158K +2,844 +1,778%
HT
264
Headlands Technologies
Illinois
$148K -$112K -2,008 -43%
FP
265
Financial Perspectives
Minnesota
$138K
BLC
266
Brown, Lisle/Cummings
Rhode Island
$137K +$27.8K +500 +26%
CWC
267
Carolinas Wealth Consulting
North Carolina
$135K
MA
268
MCF Advisors
Kentucky
$132K
HGA
269
Hobbs Group Advisors
South Carolina
$128K +$50.7K +913 +65%
MHR
270
Matthew Hamilton Rosenberg
$123K
C
271
Covestor
United Kingdom
$117K +$24K +431 +26%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$117K +$167 +3 +0.1%
AJ
273
Ashburton (Jersey)
Jersey
$113K +$113K +2,099 New
AWM
274
Avondale Wealth Management
Texas
$110K -$833 -15 -0.8%
WTC
275
WhitTier Trust Company
Nevada
$98.8K +$55.9K +1,006 +130%