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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
SIC
151
Samalin Investment Counsel
New York
$534K +$2.06K +36 +0.4%
GCM
152
Glaxis Capital Management
Florida
$525K +$573K +10,000 New
BRWA
153
B. Riley Wealth Advisors
Florida
$515K +$563K +9,812 New
CCWM
154
Correct Capital Wealth Management
Missouri
$510K +$558K +9,725 New
AFS
155
Access Financial Services
Minnesota
$504K
AIS
156
AM Investment Strategies
Tennessee
$496K +$117K +2,040 +28%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$495K -$282K -4,910 -34%
KPWS
158
Kestra Private Wealth Services
Texas
$476K +$520K +9,066 New
BSAM
159
Blue Square Asset Management
New York
$474K +$518K +9,028 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$473K -$94.8K -1,654 -17%
MKA
161
M. Kulyk & Associates
Georgia
$465K
MA
162
Mutual Advisors
Nebraska
$462K +$94.1K +1,642 +26%
JIC
163
Johnson Investment Counsel
Ohio
$442K +$235K +4,100 +95%
CTC
164
Central Trust Company
Missouri
$439K +$2.87K +50 +0.6%
LW
165
Libra Wealth
California
$429K +$108K +1,892 +30%
MWM
166
Mission Wealth Management
California
$425K +$8.95K +156 +2%
SM
167
Sweeney & Michel
California
$417K +$17.2K +300 +4%
PFA
168
Pure Financial Advisors
California
$408K +$29K +506 +7%
PA
169
Parallel Advisors
California
$400K +$24.3K +424 +6%
JF
170
JSF Financial
California
$384K -$24.4K -425 -5%
BFG
171
Berger Financial Group
Minnesota
$382K +$5.16K +90 +1%
TF
172
Trek Financial
Arizona
$358K +$391K +6,827 New
SWIM
173
Smallwood Wealth Investment Management
New Jersey
$357K +$390K +6,803 New
MFG
174
Merit Financial Group
Georgia
$351K +$20K +348 +5%
NAM
175
NTV Asset Management
West Virginia
$341K +$143K +2,500 +63%