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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
SW
351
SVB Wealth
Massachusetts
-$1.74M -33,202 Closed
SIG
352
Senator Investment Group
New York
-$1.49M -28,419 Closed
OIA
353
OneDigital Investment Advisors
Kansas
-$1.23M -23,392 Closed
PCP
354
Proficio Capital Partners
Massachusetts
-$1.05M -20,094 Closed
CCWM
355
Correct Capital Wealth Management
Missouri
-$510K -9,725 Closed
CFC
356
Coyle Financial Counsel
Illinois
-$568K -9,150 Closed
SWIM
357
Smallwood Wealth Investment Management
New Jersey
-$357K -6,803 Closed
SMAM
358
Sugar Maple Asset Management
Wisconsin
-$289K -5,505 Closed
ZIG
359
Zuckerman Investment Group
Illinois
-$262K -5,000 Closed
GC
360
Gibson Capital
Pennsylvania
-$248K -4,728 Closed
SWM
361
Silverlake Wealth Management
Vermont
-$236K -4,492 Closed
DWA
362
Delap Wealth Advisory
Oregon
-$234K -4,470 Closed
Walleye Capital
363
Walleye Capital
New York
-$229K -4,370 Closed
BCI
364
Brinker Capital Investments
Pennsylvania
-$228K -4,344 Closed
OPS
365
Orion Portfolio Solutions
Nebraska
-$228K -4,344 Closed
UCB
366
United Community Bank
South Carolina
-$219K -4,183 Closed
FFA
367
Florida Financial Advisors
Florida
-$217K -4,139 Closed
FNC
368
First National Corp
Massachusetts
-$206K -3,929 Closed
SW
369
Simplicity Wealth
New Jersey
-$202K -3,853 Closed
SFM
370
Spartan Fund Management
Canada
-$131K -2,500 Closed
TRCT
371
Tower Research Capital (TRC)
New York
-$32.8K -625 Closed
LIA
372
Lynx Investment Advisory
District of Columbia
-$18.4K -350 Closed
CTA
373
Colonial Trust Advisors
South Carolina
-$15.7K -300 Closed
NFSG
374
Newbridge Financial Services Group
Florida
-$14.8K -282 Closed
CB
375
Chris Bulman
California
-$13.1K -250 Closed

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.