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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
EWM
401
Endowment Wealth Management
Wisconsin
$230K +$204K +2,818 New
CL
402
CLG LLC
California
$230K +$204K +2,817 New
WE
403
Wealth Effects
Massachusetts
$230K +$204K +2,815 New
SSF
404
Southern Style Financial
California
$228K +$203K +2,792 New
NRC
405
New Republic Capital
North Carolina
$226K +$201K +2,770 New
JWS
406
Juncture Wealth Strategies
Arizona
$226K +$201K +2,769 New
VWA
407
Visionary Wealth Advisors
Illinois
$224K +$199K +2,744 New
SAF
408
Smith Anglin Financial
Texas
$221K +$196K +2,708 New
CAM
409
Cobblestone Asset Management
Virginia
$221K +$196K +2,704 New
FP
410
Financial Perspectives
Minnesota
$216K +$12K +165 +7%
LWL
411
Leo Wealth LLC
Texas
$215K +$191K +2,636 New
GC
412
Grimes & Company
Massachusetts
$214K +$190K +2,624 New
BWM
413
Buckley Wealth Management
Nevada
$213K +$189K +2,610 New
IA
414
IFG Advisors
Missouri
$209K +$186K +2,561 New
PCIA
415
Prime Capital Investment Advisors
Kansas
$208K +$185K +2,548 New
DWM
416
Drive Wealth Management
Utah
$207K +$184K +2,532 New
AWM
417
Able Wealth Management
New Jersey
$204K -$554K -7,634 -75%
ABLA
418
Alan B. Lancz & Associates
Ohio
$204K +$181K +2,500 New
CWM
419
Calamos Wealth Management
Illinois
$204K +$181K +2,500 New
VF
420
Vista Finance
Missouri
$203K +$180K +2,485 New
BWS
421
Broadway Wealth Solutions
Texas
$201K +$178K +2,458 New
MA
422
MCF Advisors
Kentucky
$200K +$5.58K +77 +3%
BLC
423
Brown, Lisle/Cummings
Rhode Island
$199K -$1.81K -25 -1%
Osaic Holdings
424
Osaic Holdings
Arizona
$198K -$92.5K -1,275 -34%
GWM
425
Geneos Wealth Management
Colorado
$187K +$166K +2,287 New