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Fidelity Wise Origin Bitcoin Fund

527 hedge funds and large institutions have $4.92B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 197 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

731% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 26

181% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 70

72% more capital invested

Capital invested by funds: $2.87B → $4.92B (+$2.05B)

54% more funds holding

Funds holding: 342527 (+185)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

0.37% more ownership

Funds ownership: 25.49%25.86% (+0.37%)

12% less call options, than puts

Call options by funds: $97.3M | Put options by funds: $110M

Holders
527
Holders Change
+185
Holders Change %
+54.09%
% of All Funds
6.94%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.41%
New
216
Increased
197
Reduced
70
Closed
26
Calls
$97.3M
Puts
$110M
Net Calls
-$12.6M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Advisornet Financial
Minnesota
$571K +$105K +1,449 +26%
VFPW
252
Vantage Financial Partners (Wisconsin)
Wisconsin
$567K
FCIM
253
Fairview Capital Investment Management
California
$567K +$504K +6,950 New
WQ
254
Wealth Quarterback
New Jersey
$563K +$131K +1,805 +35%
WJA
255
Willis Johnson & Associates
Texas
$562K +$500K +6,895 New
SWM
256
Silverlake Wealth Management
Vermont
$561K +$499K +6,874 New
LFG
257
Larson Financial Group
Missouri
$557K +$199K +2,745 +67%
WANY
258
Wealthspire Advisors (New York)
New York
$557K +$197K +2,722 +66%
SC
259
Savant Capital
Illinois
$550K +$489K +6,743 New
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$550K +$218K +3,005 +80%
CPIG
261
Chicago Partners Investment Group
Illinois
$534K +$6.89K +95 +1%
ULWM
262
Upper Left Wealth Management
Florida
$521K -$88.5K -1,220 -16%
SFA
263
Sequoia Financial Advisors
Ohio
$514K +$457K +6,303 New
PWA
264
Primoris Wealth Advisors
Florida
$514K +$457K +6,295 New
WB
265
WesBanco Bank
West Virginia
$509K +$453K +6,243 New
VF
266
Virtu Financial
New York
$507K -$3.26M -44,952 -88%
WPW
267
Waldron Private Wealth
Pennsylvania
$504K -$802K -11,060 -64%
TFS
268
Thoroughbred Financial Services
Tennessee
$502K +$11.3K +156 +3%
JIC
269
Joel Isaacson & Co
New York
$501K +$446K +6,142 New
Betterment LLC
270
Betterment LLC
New York
$499K +$443K +6,113 New
CIA
271
Concurrent Investment Advisors
Florida
$498K +$55.2K +761 +14%
MGIA
272
Moneta Group Investment Advisors
Missouri
$498K +$442K +6,100 New
IWA
273
Inspirion Wealth Advisors
Illinois
$497K +$429K +5,908 New
FFA
274
Farther Finance Advisors
California
$495K +$388K +5,344 +737%
EGA
275
Eagle Global Advisors
Texas
$494K +$439K +6,050 New