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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
IFG
251
Independent Financial Group
California
$237K +$227K +4,264 New
WANY
252
Wealthspire Advisors (New York)
New York
$228K +$9.6K +180 +5%
LFG
253
Larson Financial Group
Missouri
$227K +$150K +2,812 +221%
VC
254
Vestor Capital
Illinois
$224K +$49.2K +923 +30%
SSWM
255
Strait & Sound Wealth Management
California
$222K
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$216K +$207K +3,885 New
KWM
257
Kingsview Wealth Management
Oregon
$215K -$447K -8,390 -68%
CF
258
Centaurus Financial
California
$214K -$15.2K -285 -7%
CMI
259
Clare Market Investments
Texas
$214K -$1.6K -30 -0.8%
FIA
260
Foundations Investment Advisors
Arizona
$212K +$203K +3,814 New
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$208K +$199K +3,738 New
Osaic Holdings
262
Osaic Holdings
Arizona
$205K -$65.7K -1,233 -25%
CPA
263
Capital Performance Advisors
California
$193K +$185K +3,470 New
AIC
264
Archer Investment Corporation
Indiana
$174K +$103K +1,934 +161%
IA
265
IFP Advisors
Florida
$167K +$152K +2,844 +1,778%
HT
266
Headlands Technologies
Illinois
$148K -$107K -2,008 -43%
FP
267
Financial Perspectives
Minnesota
$138K
BLC
268
Brown, Lisle/Cummings
Rhode Island
$137K +$26.7K +500 +26%
CWC
269
Carolinas Wealth Consulting
North Carolina
$135K
MA
270
MCF Advisors
Kentucky
$132K
HGA
271
Hobbs Group Advisors
South Carolina
$128K +$48.7K +913 +65%
MHR
272
Matthew Hamilton Rosenberg
$123K
C
273
Covestor
United Kingdom
$117K +$23K +431 +26%
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$117K +$160 +3 +0.1%
AJ
275
Ashburton (Jersey)
Jersey
$113K +$112K +2,099 New

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.