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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 %
NW
176
NewEdge Wealth
Pennsylvania
$337K +$337K +6,418 New
CFS
177
CRA Financial Services
New Jersey
$328K +$19.4K +369 +6%
MOS
178
MGO One Seven
Ohio
$325K +$5.82K +111 +2%
SWA
179
SFMG Wealth Advisors
Texas
$324K +$128K +2,440 +65%
RCG
180
Regatta Capital Group
California
$322K +$322K +6,134 New
RIL
181
Rothschild Investment LLC
Illinois
$315K +$157K +3,000 +100%
TFS
182
Thoroughbred Financial Services
Tennessee
$314K +$314K +6,000 New
Invesco
183
Invesco
Georgia
$312K +$312K +5,950 New
FCA
184
FinTrust Capital Advisors
South Carolina
$307K +$35.8K +682 +13%
RBFC
185
Roman Butler Fullerton & Co
Missouri
$305K +$305K +6,072 New
BAM
186
Belpointe Asset Management
Nevada
$302K +$71.3K +1,360 +31%
ACA
187
Aptus Capital Advisors
Alabama
$302K +$41.3K +787 +16%
ET
188
Equitable Trust
Tennessee
$301K +$301K +5,551 New
HKAM
189
Horizon Kinetics Asset Management
New York
$299K +$299K +5,705 New
CFG
190
Cooper Financial Group
California
$293K +$293K +5,593 New
SMAM
191
Sugar Maple Asset Management
Wisconsin
$289K +$289K +5,505 New
SMA
192
Sage Mountain Advisors
Georgia
$289K
IP
193
Intellectus Partners
California
$289K +$63K +1,200 +28%
BCM
194
Basso Capital Management
Connecticut
$289K +$289K +5,500 New
TA
195
Tectonic Advisors
Texas
$286K +$15.1K +287 +6%
CWA
196
Canvas Wealth Advisors
Kansas
$283K +$23.2K +403 +9%
LWM
197
Lionsbridge Wealth Management
Florida
$280K -$212K -4,032 -43%
SA
198
Sanctuary Advisors
Indiana
$280K +$280K +5,017 New
AF
199
Advisornet Financial
Minnesota
$273K +$273K +5,204 New
CPIG
200
Chicago Partners Investment Group
Illinois
$272K +$272K +4,726 New