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Fidelity Wise Origin Bitcoin Fund

530 hedge funds and large institutions have $3.54B invested in Fidelity Wise Origin Bitcoin Fund in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 263 increasing their positions, 104 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 104

65% more call options, than puts

Call options by funds: $150M | Put options by funds: $90.5M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1% more funds holding

Funds holding: 527530 (+3)

3.95% less ownership

Funds ownership: 25.86%21.91% (-4%)

28% less capital invested

Capital invested by funds: $4.92B → $3.54B (-$1.38B)

Holders
530
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
7.11%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.43%
New
73
Increased
263
Reduced
104
Closed
60
Calls
$150M
Puts
$90.5M
Net Calls
+$59.2M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
SFMG Wealth Advisors
Texas
$2.77M +$95.8K +1,178 +3%
EW
102
Evexia Wealth
Wisconsin
$2.77M +$39.3K +483 +1%
NA
103
NewEdge Advisors
Louisiana
$2.77M -$3.02M -37,082 -49%
HP
104
Haven Private
Florida
$2.69M +$295K +3,624 +11%
MML Investors Services
105
MML Investors Services
Massachusetts
$2.66M +$3.01M +37,007 New
SW
106
SMART Wealth
Nebraska
$2.65M +$292K +3,589 +11%
VFA
107
Valeo Financial Advisors
Indiana
$2.64M +$1.31M +16,168 +79%
PAA
108
Peregrine Asset Advisers
Oregon
$2.62M +$142K +1,743 +5%
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$2.6M +$24.9K +306 +0.9%
ACMA
110
Arbor Capital Management (Alaska)
Alaska
$2.5M +$257K +3,162 +10%
AWM
111
Avior Wealth Management
Nebraska
$2.42M +$42.4K +521 +2%
AAS
112
Avantax Advisory Services
Texas
$2.35M +$2.3M +28,334 +649%
RL
113
RPO LLC
Connecticut
$2.35M -$10.1M -124,683 -79%
EFH
114
Eaton Financial Holdings
Florida
$2.34M -$1.01M -12,416 -28%
OMC
115
Old Mission Capital
Illinois
$2.33M -$1.01M -12,441 -28%
SCM
116
SCS Capital Management
Massachusetts
$2.25M +$2.55M +31,305 New
IWC
117
Integrated Wealth Concepts
Massachusetts
$2.24M +$549K +6,748 +28%
PA
118
Promethium Advisors
Maryland
$2.2M +$2.06M +25,385 +495%
PWM
119
PTM Wealth Management
United States
$2.19M +$2.65M +32,613 New
Bank of America
120
Bank of America
North Carolina
$2.18M -$77.1K -948 -3%
AGA
121
Arkos Global Advisors
Texas
$2.17M +$338K +4,156 +16%
DWM
122
DecisionMap Wealth Management
Virginia
$2.17M +$883K +10,858 +56%
EWA
123
EP Wealth Advisors
California
$2.12M +$472K +5,807 +25%
FCM
124
Firestone Capital Management
Florida
$2.09M +$221K +2,721 +10%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$2.04M +$310K +3,806 +14%