FBTC icon

Fidelity Wise Origin Bitcoin Fund

312 hedge funds and large institutions have $2.65B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 41 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+66
Holders Change %
+26.83%
% of All Funds
4.54%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.31%
New
103
Increased
126
Reduced
41
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NL
126
NKCFO LLC
Illinois
$787K
WFA
127
Wellspring Financial Advisors
Ohio
$774K +$774K +14,763 New
VFA
128
Valeo Financial Advisors
Indiana
$767K +$66.6K +1,270 +10%
BBHC
129
Brown Brothers Harriman & Co
New York
$765K
MWM
130
Marietta Wealth Management
Georgia
$759K +$759K +14,470 New
AWM
131
AE Wealth Management
Kansas
$716K +$426K +8,125 +147%
EW
132
Evexia Wealth
Wisconsin
$711K +$711K +11,899 New
TWM
133
Tradition Wealth Management
Minnesota
$703K -$997 -19 -0.1%
Brown Advisory
134
Brown Advisory
Maryland
$691K +$123K +2,336 +22%
AA
135
Ancora Advisors
Ohio
$687K -$96.4K -1,838 -12%
SW
136
SMART Wealth
Nebraska
$686K +$169K +3,222 +33%
SFG
137
Synergy Financial Group
California
$648K +$22.2K +424 +4%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$644K +$205K +4,155 +47%
KWM
139
Kingsview Wealth Management
Oregon
$643K +$643K +12,253 New
FD
140
Financial Designs
California
$641K +$641K +12,222 New
MCM
141
MAI Capital Management
Ohio
$606K
MC
142
Moors & Cabot
Massachusetts
$580K -$66K -1,258 -10%
MPCA
143
Madison Park Capital Advisors
Washington
$576K +$576K +10,984 New
MSF
144
Mustard Seed Financial
Arkansas
$571K -$102K -1,949 -15%
CFC
145
Coyle Financial Counsel
Illinois
$568K
SC
146
Scotia Capital
Ontario, Canada
$567K +$133K +2,534 +31%
SS
147
Sunbelt Securities
Texas
$561K +$561K +10,687 New
SIA
148
Soltis Investment Advisors
Utah
$554K +$118K +2,244 +27%
HSWM
149
Hubbell Strickland Wealth Management
Louisiana
$550K +$89.4K +1,704 +19%
SIC
150
Samalin Investment Counsel
New York
$534K +$1.89K +36 +0.4%