We are live on ! Find out more
FBTC icon

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
SIA
151
SkyView Investment Advisors
New Jersey
$639K +$613K +11,500 New
RBFC
152
Roman Butler Fullerton & Co
Missouri
$635K +$254K +4,758 +78%
HSWM
153
Hubbell Strickland Wealth Management
Louisiana
$618K +$33.5K +629 +6%
LWM
154
Lionsbridge Wealth Management
Florida
$615K +$306K +5,746 +108%
MC
155
Moors & Cabot
Massachusetts
$602K -$12.1K -227 -2%
BAM
156
Belpointe Asset Management
Nevada
$600K +$269K +5,040 +88%
SC
157
Scotia Capital
Ontario, Canada
$600K
SIC
158
Samalin Investment Counsel
New York
$599K +$31.7K +595 +6%
BRWA
159
B. Riley Wealth Advisors
Florida
$575K +$33.5K +628 +6%
AWM
160
Able Wealth Management
New Jersey
$563K +$540K +10,134 New
GCM
161
Glaxis Capital Management
Florida
$555K
VFP
162
Verus Financial Partners
Virginia
$548K +$542K +10,156 New
3AM
163
3EDGE Asset Management
Florida
$546K -$502K -9,407 -49%
AFS
164
Access Financial Services
Minnesota
$533K
BFC
165
Bedel Financial Consulting
Indiana
$533K +$512K +9,597 New
AF
166
Allworth Financial
California
$532K +$275K +5,167 +117%
TIAM2
167
Tru Independence Asset Management 2
Oregon
$517K +$497K +9,317 New
SM
168
Sweeney & Michel
California
$510K +$14.3K +268 +3%
BFG
169
Bleakley Financial Group
New Jersey
$505K +$279K +5,235 +136%
BSAM
170
Blue Square Asset Management
New York
$501K
MCM
171
MAI Capital Management
Ohio
$500K -$136K -2,551 -22%
EHC
172
Everett Harris & Co
California
$499K +$479K +8,979 New
MA
173
Mutual Advisors
Nebraska
$496K +$24.2K +454 +6%
FCA
174
FinTrust Capital Advisors
South Carolina
$490K +$159K +2,982 +51%
CFS
175
CRA Financial Services
New Jersey
$484K +$132K +2,476 +40%

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.