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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
EWA
26
EverSource Wealth Advisors
Alabama
$26.9M +$1,000K +13,785 +4%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$25.6M +$1M +13,800 +5%
LWAM
28
Legacy Wealth Asset Management
Minnesota
$25.1M -$2.19M -30,149 -9%
HighTower Advisors
29
HighTower Advisors
Illinois
$24.9M +$3.46M +47,654 +18%
PCM
30
Patient Capital Management
Maryland
$24.9M +$15.1M +208,752 +216%
VHAM
31
Van Hulzen Asset Management
California
$21.2M -$536K -7,383 -3%
KCM
32
Kedalion Capital Management
United Kingdom
$17.6M +$15.7M +216,103 New
FTUS
33
Flow Traders U.S.
New York
$17.2M -$56.3M -775,598 -79%
TI
34
Tidal Investments
Wisconsin
$16.9M +$569K +7,849 +4%
AWP
35
Atlas Wealth Partners
Pennsylvania
$16.9M +$207K +2,854 +1%
KAS
36
Kestra Advisory Services
Texas
$16.8M +$608K +8,380 +4%
CIA
37
Compass Ion Advisors
Pennsylvania
$14.4M +$1.53M +21,137 +14%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$14M +$6.6M +90,926 +113%
MG
39
Marex Group
$13.8M +$2.54M +35,000 +26%
Simplex Trading
40
Simplex Trading
Illinois
$13.4M +$11.9M +163,744 New
RL
41
RPO LLC
Connecticut
$12.8M -$6.26M -86,250 -35%
PPW
42
Parcion Private Wealth
Washington
$12.4M +$5.08M +70,074 +86%
HCA
43
Heck Capital Advisors
Wisconsin
$12M +$10.7M +146,934 New
CPRC
44
Consolidated Portfolio Review Corp
New York
$10.4M +$9.29M +128,085 New
SG
45
StoneX Group
New York
$10.1M +$8.96M +123,536 New
NM
46
Newtyn Management
New York
$9.81M +$2.41M +33,200 +38%
Creative Planning
47
Creative Planning
Kansas
$9.38M +$1.19M +16,385 +17%
EWA
48
Exencial Wealth Advisors
Oklahoma
$8.39M +$3.94M +54,264 +112%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$7.77M +$1.53M +21,038 +28%
CA
50
Claar Advisors
New York
$7.76M +$3.09M +42,600 +81%