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Fidelity Wise Origin Bitcoin Fund

342 hedge funds and large institutions have $2.87B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

84% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 38

9% more funds holding

Funds holding: 313342 (+29)

8% more capital invested

Capital invested by funds: $2.66B → $2.87B (+$209M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

0.93% less ownership

Funds ownership: 26.42%25.49% (-0.93%)

Holders
342
Holders Change
+29
Holders Change %
+9.27%
% of All Funds
4.91%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
70
Increased
143
Reduced
54
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$4.12M +$1.11M +20,829 +39%
EAM
52
Eschler Asset Management
United Kingdom
$3.61M
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$3.6M +$74.8K +1,403 +2%
NA
54
NewEdge Advisors
Louisiana
$3.45M -$41.5K -778 -1%
BCM
55
Beck Capital Management
Texas
$3.27M -$62.5K -1,173 -2%
SFS
56
Sowell Financial Services
Arkansas
$3.23M +$108K +2,021 +4%
SMG
57
Smart Money Group
Texas
$3.08M -$22.2K -417 -0.8%
Corient Private Wealth
58
Corient Private Wealth
Florida
$3.03M -$124K -2,331 -4%
BHWM
59
Beaird Harris Wealth Management
Texas
$2.97M +$304K +5,706 +12%
TC
60
TownSquare Capital
Utah
$2.93M +$123K +2,300 +5%
CA
61
Claar Advisors
New York
$2.92M
CCM
62
Courage Capital Management
Tennessee
$2.87M
VF
63
Virtu Financial
New York
$2.84M -$5.76M -108,117 -68%
EWA
64
Exencial Wealth Advisors
Oklahoma
$2.7M +$1.64M +30,828 +173%
FA
65
Fiduciary Alliance
South Carolina
$2.56M +$2.45M +46,018 New
NL
66
NWAM LLC
Washington
$2.43M +$2.34M +43,832 New
FT
67
Fiduciary Trust
Massachusetts
$2.43M +$119K +2,225 +5%
ONGA
68
O'Neil Global Advisors
California
$2.41M +$1.22M +22,895 +112%
CA
69
Cambridge Advisors
Nebraska
$2.25M +$60K +1,126 +3%
SC
70
Sepio Capital
Utah
$2.19M +$218K +4,098 +12%
PIA
71
Panoramic Investment Advisors
Colorado
$2.12M +$2.04M +38,250 New
SWA
72
SFMG Wealth Advisors
Texas
$2.09M +$1.67M +31,400 +508%
PWC
73
PYA Waltman Capital
Tennessee
$2.07M +$236K +4,435 +13%
RA
74
RFG Advisory
Alabama
$2.04M +$345K +6,469 +21%
SFG
75
SevenBridge Financial Group
Pennsylvania
$2.03M +$157K +2,947 +12%

FBTC Hedge Fund Activity: Q3 2024 in Review

342 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Wise Origin Bitcoin Fund (FBTC) for Q3 2024, worth a combined $2.87B — up 7.9% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new FBTC positions and 38 closed out — a net gain of 32 holders — while 143 added to existing stakes and 54 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $114M. The largest seller was Avenir Tech, cutting an estimated $205M.

  • 342 institutional investors held Fidelity Wise Origin Bitcoin Fund (FBTC) as of Q3 2024, up from 313 in Q2 2024.
  • Funds reported $2.87B of Fidelity Wise Origin Bitcoin Fund stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 70 funds opened new Fidelity Wise Origin Bitcoin Fund positions in Q3 2024 and 38 closed out, a net change of +32 holders.
  • The largest Fidelity Wise Origin Bitcoin Fund buyer in Q3 2024 was D.E. Shaw & Co, an estimated $114M added.
  • The largest Fidelity Wise Origin Bitcoin Fund seller in Q3 2024 was Avenir Tech, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.