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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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$7.37M +$4.27M +58,805 +187%
MA
52
Modus Advisors
Minnesota
$7.33M -$62.5K -861 -0.9%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$7.28M +$1.77M +24,424 +38%
BCM
54
Brookstone Capital Management
Illinois
$7.04M -$200K -2,754 -3%
FT
55
Fiduciary Trust
Massachusetts
$6.93M +$2.99M +41,190 +94%
IAN
56
Integrated Advisors Network
Texas
$6.74M -$530K -7,308 -8%
KWA
57
Kingswood Wealth Advisors
California
$6.66M -$1.77M -24,359 -23%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$6.44M -$2.24M -30,859 -28%
LJAC
59
L.J. Altfest & Co
New York
$6.44M +$3.73M +51,420 +187%
MRI
60
Mad River Investors
Massachusetts
$6.22M -$352K -4,851 -6%
PPW
61
Pasadena Private Wealth
California
$6.21M -$82.6K -1,139 -1%
KPWS
62
Kestra Private Wealth Services
Texas
$6.2M +$3.78M +52,143 +218%
US Bancorp
63
US Bancorp
Minnesota
$6.18M -$78.8K -1,086 -1%
NA
64
NewEdge Advisors
Louisiana
$6.16M +$978K +13,487 +22%
SFS
65
Sowell Financial Services
Arkansas
$5.94M +$1.06M +14,643 +25%
CC
66
Citrine Capital
California
$5.81M +$5.16M +71,197 New
CCM
67
Courage Capital Management
Tennessee
$5.7M +$1.32M +18,200 +35%
SAS
68
SMI Advisory Services
Indiana
$5.62M -$1.86M -25,626 -27%
AFG
69
Allegheny Financial Group
Pennsylvania
$5.61M +$3.33M +45,912 +201%
KC
70
Kaleidoscope Capital
Massachusetts
$5.23M +$4.65M +64,059 New
Corient Private Wealth
71
Corient Private Wealth
Florida
$5.08M +$1.82M +25,082 +46%
BHWM
72
Beaird Harris Wealth Management
Texas
$4.92M +$493K +6,799 +13%
IC
73
IEQ Capital
California
$4.91M +$2.08M +28,637 +91%
Citadel Advisors
74
Citadel Advisors
Florida
$4.89M +$1.78M +24,489 +69%
Renaissance Technologies
75
Renaissance Technologies
New York
$4.83M +$4.29M +59,200 New