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Fidelity Wise Origin Bitcoin Fund

524 hedge funds and large institutions have $4.91B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 195 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+184
Holders Change %
+54.12%
% of All Funds
6.98%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.41%
New
215
Increased
195
Reduced
70
Closed
26
Calls
$97.3M
Puts
$110M
Net Calls
-$12.6M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WE
401
Wealth Effects
Massachusetts
$230K +$230K +2,815 New
SSF
402
Southern Style Financial
California
$228K +$228K +2,792 New
NRC
403
New Republic Capital
North Carolina
$226K +$226K +2,770 New
JWS
404
Juncture Wealth Strategies
Arizona
$226K +$226K +2,769 New
VWA
405
Visionary Wealth Advisors
Illinois
$224K +$224K +2,744 New
SAF
406
Smith Anglin Financial
Texas
$221K +$221K +2,708 New
CAM
407
Cobblestone Asset Management
Virginia
$221K +$221K +2,704 New
FP
408
Financial Perspectives
Minnesota
$216K +$13.5K +165 +7%
LWL
409
Leo Wealth LLC
Texas
$215K +$215K +2,636 New
GC
410
Grimes & Company
Massachusetts
$214K +$214K +2,624 New
BWM
411
Buckley Wealth Management
Nevada
$213K +$213K +2,610 New
IA
412
IFG Advisors
Missouri
$209K +$209K +2,561 New
PCIA
413
Prime Capital Investment Advisors
Kansas
$208K +$208K +2,548 New
DWM
414
Drive Wealth Management
Utah
$207K +$207K +2,532 New
AWM
415
Able Wealth Management
New Jersey
$204K -$623K -7,634 -75%
CWM
416
Calamos Wealth Management
Illinois
$204K +$204K +2,500 New
ABLA
417
Alan B. Lancz & Associates
Ohio
$204K +$204K +2,500 New
VF
418
Vista Finance
Missouri
$203K +$203K +2,485 New
BWS
419
Broadway Wealth Solutions
Texas
$201K +$201K +2,458 New
MA
420
MCF Advisors
Kentucky
$200K +$6.28K +77 +3%
BLC
421
Brown, Lisle/Cummings
Rhode Island
$199K -$2.04K -25 -1%
Osaic Holdings
422
Osaic Holdings
Arizona
$198K -$104K -1,275 -34%
GWM
423
Geneos Wealth Management
Colorado
$187K +$187K +2,287 New
MHR
424
Matthew Hamilton Rosenberg
$181K
PNC Financial Services Group
425
PNC Financial Services Group
Pennsylvania
$180K +$8.89K +109 +5%