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Fidelity Wise Origin Bitcoin Fund

313 hedge funds and large institutions have $2.66B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 126 increasing their positions, 41 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 41

197% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 35

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

27% more funds holding

Funds holding: 246313 (+67)

14% more capital invested

Capital invested by funds: $2.34B → $2.66B (+$317M)

2.76% more ownership

Funds ownership: 23.66%26.42% (+2.8%)

Holders
313
Holders Change
+67
Holders Change %
+27.24%
% of All Funds
4.52%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
104
Increased
126
Reduced
41
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
101
Highland Financial Advisors
New Jersey
$1.19M +$366K +6,389 +39%
SFG
102
SevenBridge Financial Group
Pennsylvania
$1.18M +$906K +15,796 +200%
LLWM
103
Life Line Wealth Management
California
$1.16M
EWA
104
EP Wealth Advisors
California
$1.15M +$53K +924 +4%
CIA
105
Capital Investment Advisors
Georgia
$1.14M +$1.25M +21,758 New
GIM
106
Guild Investment Management
California
$1.14M +$435K +7,592 +54%
KA
107
Kerrisdale Advisers
Florida
$1.11M +$1.21M +21,102 New
ONGA
108
O'Neil Global Advisors
California
$1.07M +$773K +13,475 +193%
PCP
109
Proficio Capital Partners
Massachusetts
$1.05M +$683K +11,907 +145%
ASN
110
Advisory Services Network
Georgia
$1.03M +$303K +5,287 +37%
VCM
111
Vivaldi Capital Management
Illinois
$1.03M +$57K +994 +5%
GRP
112
Global Retirement Partners
California
$1.03M +$376K +6,553 +50%
3AM
113
3EDGE Asset Management
Florida
$1.01M +$415K +7,237 +60%
CL
114
Choreo LLC
Illinois
$958K +$748K +13,046 +302%
EWA
115
Exencial Wealth Advisors
Oklahoma
$933K
FMP
116
Financial Management Professionals
Texas
$932K -$91.9K -1,603 -8%
CCM
117
Cinctive Capital Management
New York
$918K
GI
118
GAMCO Investors
Connecticut
$918K +$344K +6,000 +52%
CCM
119
Condor Capital Management
New Jersey
$905K -$28.4K -496 -3%
AP
120
Adero Partners
California
$904K
FCM
121
Firestone Capital Management
Florida
$886K +$6.88K +120 +0.7%
AIP
122
Almanack Investment Partners
Pennsylvania
$852K +$231K +4,036 +33%
WPW
123
Waldron Private Wealth
Pennsylvania
$849K
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$843K +$611K +10,659 +197%
PAG
125
Private Advisor Group
New Jersey
$815K +$891K +15,539 New