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Fidelity Wise Origin Bitcoin Fund

523 hedge funds and large institutions have $3.52B invested in Fidelity Wise Origin Bitcoin Fund in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 101 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.1%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.43%
New
70
Increased
262
Reduced
101
Closed
60
Calls
$150M
Puts
$90.5M
Net Calls
+$59.2M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RIS
326
Retirement Income Solutions
Michigan
$354K +$354K +4,919 New
WE
327
Wealth Effects
Massachusetts
$352K +$149K +2,070 +74%
EFS
328
Essex Financial Services
Connecticut
$348K -$30.8K -428 -8%
CWM
329
ClientFirst Wealth Management
Arkansas
$346K
Osaic Holdings
330
Osaic Holdings
Arizona
$342K +$167K +2,326 +96%
RSWM
331
Robertson Stephens Wealth Management
California
$341K +$66.8K +928 +24%
KWM
332
Kiker Wealth Management
Georgia
$336K +$28.8K +400 +9%
PCA
333
Prosperity Capital Advisors
Ohio
$329K
SC
334
Scotia Capital
Ontario, Canada
$325K -$604K -8,388 -65%
KF
335
KKM Financial
Illinois
$324K
DW30
336
Drucker Wealth 3.0
New Jersey
$318K -$38.9K -540 -11%
EIP
337
Ellis Investment Partners
Pennsylvania
$317K +$16K +223 +5%
Empower Advisory Group
338
Empower Advisory Group
Colorado
$316K +$45.8K +637 +17%
GP
339
Geneva Partners
Wisconsin
$315K +$88.5K +1,230 +39%
Raymond James Financial
340
Raymond James Financial
Florida
$312K -$197K -2,735 -39%
ML
341
McAdam LLC
Pennsylvania
$311K +$33.5K +465 +12%
NWMG
342
National Wealth Management Group
Ohio
$311K +$54K +750 +21%
SSWM
343
Strait & Sound Wealth Management
California
$310K +$22.3K +310 +8%
GWM
344
Gitterman Wealth Management
New Jersey
$310K +$86K +1,195 +38%
ECM
345
Exchange Capital Management
Michigan
$309K
Invesco
346
Invesco
Georgia
$309K -$61.8K -858 -17%
RWM
347
Ritholtz Wealth Management
New York
$308K +$46.4K +644 +18%
FPWM
348
Five Pine Wealth Management
Idaho
$306K +$69.2K +962 +29%
TAM
349
Tocqueville Asset Management
New York
$304K +$26.6K +370 +10%
TS
350
Tamar Securities
California
$304K +$14.4K +200 +5%