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Fidelity Wise Origin Bitcoin Fund

606 hedge funds and large institutions have $4.66B invested in Fidelity Wise Origin Bitcoin Fund in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 267 increasing their positions, 123 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+83
Holders Change %
+15.87%
% of All Funds
8.13%
Holding in Top 10
45
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+40.63%
% of All Funds
0.6%
New
124
Increased
267
Reduced
123
Closed
31
Calls
$243M
Puts
$346M
Net Calls
-$103M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
126
Joel Isaacson & Co
New York
$3.21M +$2.61M +27,750 +431%
AWM
127
Avior Wealth Management
Nebraska
$3.18M +$11.7K +124 +0.4%
PA
128
Promethium Advisors
Maryland
$3.13M +$266K +2,825 +9%
EWA
129
EP Wealth Advisors
California
$3.12M +$357K +3,793 +13%
EFH
130
Eaton Financial Holdings
Florida
$3.08M +$15.1K +161 +0.5%
KWM
131
Kingsview Wealth Management
Oregon
$3.04M +$775K +8,246 +34%
CCA
132
Childress Capital Advisors
Texas
$3.01M +$515K +5,474 +21%
PWM
133
PTM Wealth Management
United States
$2.94M -$170K -1,778 -5%
GRP
134
Global Retirement Partners
California
$2.91M +$2.91M +30,978 New
Bank of America
135
Bank of America
North Carolina
$2.85M
FCM
136
Firestone Capital Management
Florida
$2.8M +$68K +724 +2%
VCM
137
Vivaldi Capital Management
Illinois
$2.79M +$830K +8,833 +42%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$2.78M -$81.4K -866 -3%
FHC
139
First Heartland Consultants
Missouri
$2.77M +$352K +3,745 +15%
IWC
140
Integrated Wealth Concepts
Massachusetts
$2.73M -$194K -2,069 -7%
GIM
141
Guild Investment Management
California
$2.72M +$2.72M +28,947 New
CP
142
Camelot Portfolios
Ohio
$2.69M +$43.5K +463 +2%
LPL Financial
143
LPL Financial
California
$2.67M +$666K +7,084 +33%
FC
144
Farringdon Capital
United Kingdom
$2.61M -$2.07M -22,075 -44%
SW
145
SMART Wealth
Nebraska
$2.59M -$868K -9,236 -25%
SCA
146
STALEY CAPITAL ADVISERS
Pennsylvania
$2.57M +$2.57M +27,340 New
FD
147
Financial Designs
California
$2.57M +$83.2K +885 +3%
BCM
148
Basso Capital Management
Connecticut
$2.49M +$564K +6,000 +29%
BBHC
149
Brown Brothers Harriman & Co
New York
$2.48M +$9.87K +105 +0.4%
AWM
150
Abound Wealth Management
Tennessee
$2.43M +$4.23K +45 +0.2%