We are live on ! Find out more
FBTC icon

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
CCFM
351
Clear Creek Financial Management
Washington
$305K +$271K +3,736 New
IA
352
IFP Advisors
Florida
$304K +$52.4K +723 +24%
NAMNJ
353
NorthStar Asset Management (New Jersey)
New Jersey
$303K +$270K +3,720 New
MA
354
MONECO Advisors
Connecticut
$300K +$267K +3,681 New
RWM
355
Ritholtz Wealth Management
New York
$296K +$264K +3,634 New
MIM
356
MTM Investment Management
South Carolina
$294K +$262K +3,609 New
NWMG
357
National Wealth Management Group
Ohio
$292K +$259K +3,575 New
WPC
358
Wedmont Private Capital
Pennsylvania
$287K +$252K +3,471 New
BIAS
359
Beacon Investment Advisory Services
New Jersey
$286K +$254K +3,500 New
BCA
360
Bay Colony Advisors
Massachusetts
$285K +$253K +3,493 New
SWP
361
Strategic Wealth Partners
Ohio
$284K +$245K +3,377 New
KWM
362
KFG Wealth Management
Indiana
$284K +$252K +3,475 New
CPA
363
Capital Performance Advisors
California
$283K
OP
364
ORG Partners
Indiana
$280K +$133K +1,837 +115%
1WA
365
180 Wealth Advisors
Washington
$280K +$249K +3,430 New
DWM
366
Diversify Wealth Management
Utah
$279K +$245K +3,374 New
IAS
367
Insigneo Advisory Services
Florida
$277K +$246K +3,392 New
Franklin Resources
368
Franklin Resources
California
$277K +$246K +3,390 New
WIA
369
World Investment Advisors
California
$274K +$244K +3,364 New
RCM
370
RMR Capital Management
California
$274K +$243K +3,356 New
JF
371
Jump Financial
Illinois
$272K +$242K +3,339 New
AG
372
AlTi Global
New York
$272K +$242K +3,336 New
RCM
373
Regency Capital Management
Hawaii
$271K +$241K +3,316 New
WMN
374
Wealth Management Nebraska
Nebraska
$269K +$239K +3,300 New
FPWM
375
Five Pine Wealth Management
Idaho
$268K +$238K +3,288 New