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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
GVAG
126
Great Valley Advisor Group
Delaware
$809K +$4.36K +76 +0.5%
NL
127
NKCFO LLC
Illinois
$787K
WFA
128
Wellspring Financial Advisors
Ohio
$774K +$846K +14,763 New
VFA
129
Valeo Financial Advisors
Indiana
$767K +$72.8K +1,270 +10%
BBHC
130
Brown Brothers Harriman & Co
New York
$765K
MWM
131
Marietta Wealth Management
Georgia
$759K +$830K +14,470 New
AWM
132
AE Wealth Management
Kansas
$716K +$466K +8,125 +147%
EW
133
Evexia Wealth
Wisconsin
$711K +$682K +11,899 New
TWM
134
Tradition Wealth Management
Minnesota
$703K -$1.09K -19 -0.1%
Brown Advisory
135
Brown Advisory
Maryland
$691K +$134K +2,336 +22%
AA
136
Ancora Advisors
Ohio
$687K -$105K -1,838 -12%
SW
137
SMART Wealth
Nebraska
$686K +$185K +3,222 +33%
SFG
138
Synergy Financial Group
California
$648K +$24.3K +424 +4%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$644K +$238K +4,155 +47%
KWM
140
Kingsview Wealth Management
Oregon
$643K +$703K +12,253 New
FD
141
Financial Designs
California
$641K +$701K +12,222 New
MCM
142
MAI Capital Management
Ohio
$606K
MC
143
Moors & Cabot
Massachusetts
$580K -$72.1K -1,258 -10%
MPCA
144
Madison Park Capital Advisors
Washington
$576K +$630K +10,984 New
MSF
145
Mustard Seed Financial
Arkansas
$571K -$112K -1,949 -15%
CFC
146
Coyle Financial Counsel
Illinois
$568K
SC
147
Scotia Capital
Ontario, Canada
$567K +$145K +2,534 +31%
SS
148
Sunbelt Securities
Texas
$561K +$613K +10,687 New
SIA
149
Soltis Investment Advisors
Utah
$554K +$129K +2,244 +27%
HSWM
150
Hubbell Strickland Wealth Management
Louisiana
$550K +$97.7K +1,704 +19%