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Fidelity Wise Origin Bitcoin Fund

607 hedge funds and large institutions have $4.67B invested in Fidelity Wise Origin Bitcoin Fund in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 268 increasing their positions, 123 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+84
Holders Change %
+16.06%
% of All Funds
8.14%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.6%
New
124
Increased
268
Reduced
123
Closed
31
Calls
$243M
Puts
$346M
Net Calls
-$103M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
451
HB Wealth Management
Georgia
$260K +$260K +2,764 New
ABLA
452
Alan B. Lancz & Associates
Ohio
$258K +$258K +2,750 New
VWA
453
Visionary Wealth Advisors
Illinois
$258K +$258K +2,744 New
SAF
454
Smith Anglin Financial
Texas
$255K +$255K +2,708 New
CAM
455
Cobblestone Asset Management
Virginia
$254K +$254K +2,704 New
Koshinski Asset Management
456
Koshinski Asset Management
Illinois
$253K +$253K +2,694 New
Financial Engines Advisors
457
Financial Engines Advisors
California
$251K +$251K +2,675 New
CAM
458
Covenant Asset Management
New Jersey
$247K +$247K +2,628 New
MSFS
459
Main Street Financial Solutions
Pennsylvania
$246K +$246K +2,612 New
BWM
460
Buckley Wealth Management
Nevada
$245K +$245K +2,610 New
EWM
461
EPG Wealth Management
Georgia
$242K +$242K +2,580 New
CA
462
Centerpoint Advisors
Massachusetts
$242K -$658 -7 -0.3%
RCM
463
Regency Capital Management
Hawaii
$241K +$241K +2,560 New
OFG
464
Omega Financial Group
California
$241K +$241K +2,559 New
MIM
465
MTM Investment Management
South Carolina
$241K -$49.3K -525 -17%
CCM
466
Cutler Capital Management
Massachusetts
$240K +$240K +2,555 New
LWM
467
LongView Wealth Management
Georgia
$240K +$240K +2,555 New
FPW
468
Fairvoy Private Wealth
Alabama
$239K +$239K +2,545 New
PMFA
469
Plante Moran Financial Advisors
Michigan
$237K +$44K +468 +23%
OWA
470
Opal Wealth Advisors
New York
$235K
NFP
471
Narus Financial Partners
Utah
$235K +$235K +2,500 New
HR
472
Howe & Rusling
New York
$234K -$36.7K -390 -14%
DWM
473
Dakota Wealth Management
Florida
$232K +$232K +2,470 New
NAS
474
Nicolet Advisory Services
Wisconsin
$232K +$232K +2,350 New
MWM
475
Maripau Wealth Management
Indiana
$231K +$231K +2,453 New