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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
CC
76
Copperleaf Capital
North Carolina
$2.03M -$641K -12,026 -25%
Citadel Advisors
77
Citadel Advisors
Florida
$1.97M -$2.3M -43,110 -55%
EW
78
Evexia Wealth
Wisconsin
$1.96M +$1.25M +23,452 +197%
KA
79
Kerrisdale Advisers
Florida
$1.95M +$750K +14,070 +67%
PAA
80
Peregrine Asset Advisers
Oregon
$1.95M -$1.79M -33,634 -49%
AIS
81
AM Investment Strategies
Tennessee
$1.84M +$1.26M +23,725 +251%
AWM
82
Avior Wealth Management
Nebraska
$1.83M +$439K +8,236 +33%
GIM
83
Guild Investment Management
California
$1.78M +$557K +10,455 +48%
IC
84
IEQ Capital
California
$1.75M +$117K +2,191 +7%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$1.75M +$1.68M +31,504 New
SAM
86
Stansberry Asset Management
Texas
$1.72M -$98.2K -1,841 -6%
ACMA
87
Arbor Capital Management (Alaska)
Alaska
$1.7M +$196K +3,669 +13%
Bank of America
88
Bank of America
North Carolina
$1.66M +$26.6K +499 +2%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$1.57M +$213K +3,989 +16%
SAM
90
Secure Asset Management
Michigan
$1.57M +$251K +4,703 +20%
Lido Advisors
91
Lido Advisors
California
$1.54M +$202K +3,787 +16%
SWA
92
Stratos Wealth Advisors
Ohio
$1.54M +$54.5K +1,023 +4%
LJAC
93
L.J. Altfest & Co
New York
$1.53M +$1.47M +27,526 New
SA
94
Sanctuary Advisors
Indiana
$1.5M +$654K +12,262 +244%
HFA
95
Highland Financial Advisors
New Jersey
$1.49M +$221K +4,150 +18%
ECG
96
Edge Capital Group
Georgia
$1.48M
EWM
97
Executive Wealth Management
Michigan
$1.46M +$1.41M +26,352 New
BBHC
98
Brown Brothers Harriman & Co
New York
$1.46M +$625K +11,720 +80%
MWA
99
Mills Wealth Advisors
Texas
$1.44M -$12.7K -239 -0.9%
AWM
100
Abound Wealth Management
Tennessee
$1.43M +$1.97K +37 +0.1%

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.