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Fidelity Wise Origin Bitcoin Fund

340 hedge funds and large institutions have $2.86B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 143 increasing their positions, 54 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
4.92%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
69
Increased
143
Reduced
54
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
176
Sunbelt Securities
Texas
$481K -$112K -2,019 -19%
MKA
177
M. Kulyk & Associates
Georgia
$471K -$21.7K -391 -4%
MWM
178
Mission Wealth Management
California
$471K +$21.5K +387 +5%
AWM
179
Aries Wealth Management
Maine
$453K +$178K +3,205 +65%
LIA
180
LBMC Investment Advisors
Tennessee
$430K +$430K +7,745 New
PFA
181
Pure Financial Advisors
California
$429K -$2.61K -47 -0.6%
JF
182
JSF Financial
California
$406K
BFG
183
Berger Financial Group
Minnesota
$405K
RCG
184
Regatta Capital Group
California
$400K +$59.7K +1,075 +18%
PWP
185
Principle Wealth Partners
Connecticut
$400K +$400K +7,201 New
FPGK
186
Financial Partners Group (Kansas)
Kansas
$399K +$40K +721 +11%
ACA
187
Aptus Capital Advisors
Alabama
$399K +$79.7K +1,436 +25%
SRL
188
Scientech Research LLC
New Jersey
$392K +$392K +7,064 New
ULWM
189
Upper Left Wealth Management
Florida
$389K +$389K +7,602 New
VFPW
190
Vantage Financial Partners (Wisconsin)
Wisconsin
$386K +$386K +6,950 New
CPIG
191
Chicago Partners Investment Group
Illinois
$373K +$98.4K +1,695 +36%
PA
192
Parallel Advisors
California
$368K -$56K -1,009 -13%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$364K +$364K +6,564 New
DWP
194
Daymark Wealth Partners
Ohio
$363K +$363K +6,542 New
LSIA
195
LaSalle St. Investment Advisors
Illinois
$360K +$360K +6,500 New
NW
196
NewEdge Wealth
Pennsylvania
$356K
WCA
197
Westover Capital Advisors
Delaware
$356K +$356K +6,410 New
BFWA
198
Benchmark Financial Wealth Advisors
Florida
$354K +$354K +6,372 New
MOS
199
MGO One Seven
Ohio
$352K +$8K +144 +2%
Invesco
200
Invesco
Georgia
$346K +$16K +289 +5%