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Fidelity Wise Origin Bitcoin Fund

342 hedge funds and large institutions have $2.87B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 54

84% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 38

9% more funds holding

Funds holding: 313342 (+29)

8% more capital invested

Capital invested by funds: $2.66B → $2.87B (+$209M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

0.93% less ownership

Funds ownership: 26.42%25.49% (-0.93%)

Holders
342
Holders Change
+29
Holders Change %
+9.27%
% of All Funds
4.91%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
70
Increased
143
Reduced
54
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
126
Adero Partners
California
$956K -$800 -15 -0.1%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$949K +$217K +4,065 +31%
CL
128
Choreo LLC
Illinois
$947K +$9.6K +180 +1%
CCM
129
Condor Capital Management
New Jersey
$945K -$12.5K -235 -1%
MPCA
130
Madison Park Capital Advisors
Washington
$932K +$309K +5,799 +53%
AWA
131
Arete Wealth Advisors
Illinois
$886K +$853K +16,002 New
BW
132
Bison Wealth
Georgia
$867K +$833K +15,620 New
CA
133
Clearstead Advisors
Ohio
$856K +$610K +11,434 +287%
GVAG
134
Great Valley Advisor Group
Delaware
$856K
MSF
135
Mustard Seed Financial
Arkansas
$839K +$225K +4,212 +39%
NL
136
NKCFO LLC
Illinois
$833K
VFA
137
Valeo Financial Advisors
Indiana
$820K +$8.05K +151 +1%
WFA
138
Wellspring Financial Advisors
Ohio
$820K
MWM
139
Marietta Wealth Management
Georgia
$804K
AIP
140
Almanack Investment Partners
Pennsylvania
$794K -$103K -1,935 -12%
AFG
141
Atomi Financial Group
New York
$781K +$749K +14,057 New
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$771K -$116K -2,180 -14%
Brown Advisory
143
Brown Advisory
Maryland
$768K +$35.5K +665 +5%
TWM
144
Tradition Wealth Management
Minnesota
$744K +$107 +2 +0%
AA
145
Ancora Advisors
Ohio
$738K +$10.8K +202 +2%
SIA
146
Soltis Investment Advisors
Utah
$720K +$128K +2,406 +23%
AWM
147
AE Wealth Management
Kansas
$695K -$60K -1,126 -8%
NAM
148
NTV Asset Management
West Virginia
$694K +$320K +6,000 +92%
SFG
149
Synergy Financial Group
California
$685K -$1.23K -23 -0.2%
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$662K -$838K -15,716 -54%

FBTC Hedge Fund Activity: Q3 2024 in Review

342 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Wise Origin Bitcoin Fund (FBTC) for Q3 2024, worth a combined $2.87B — up 7.9% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new FBTC positions and 38 closed out — a net gain of 32 holders — while 143 added to existing stakes and 54 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $114M. The largest seller was Avenir Tech, cutting an estimated $205M.

  • 342 institutional investors held Fidelity Wise Origin Bitcoin Fund (FBTC) as of Q3 2024, up from 313 in Q2 2024.
  • Funds reported $2.87B of Fidelity Wise Origin Bitcoin Fund stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 70 funds opened new Fidelity Wise Origin Bitcoin Fund positions in Q3 2024 and 38 closed out, a net change of +32 holders.
  • The largest Fidelity Wise Origin Bitcoin Fund buyer in Q3 2024 was D.E. Shaw & Co, an estimated $114M added.
  • The largest Fidelity Wise Origin Bitcoin Fund seller in Q3 2024 was Avenir Tech, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.