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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
JIC
176
Johnson Investment Counsel
Ohio
$482K +$13.1K +246 +3%
SS
177
Sunbelt Securities
Texas
$481K -$108K -2,019 -19%
MKA
178
M. Kulyk & Associates
Georgia
$471K -$20.8K -391 -4%
MWM
179
Mission Wealth Management
California
$471K +$20.6K +387 +5%
AWM
180
Aries Wealth Management
Maine
$453K +$171K +3,205 +65%
LIA
181
LBMC Investment Advisors
Tennessee
$430K +$413K +7,745 New
PFA
182
Pure Financial Advisors
California
$429K -$2.51K -47 -0.6%
JF
183
JSF Financial
California
$406K
BFG
184
Berger Financial Group
Minnesota
$405K
RCG
185
Regatta Capital Group
California
$400K +$57.3K +1,075 +18%
PWP
186
Principle Wealth Partners
Connecticut
$400K +$384K +7,201 New
FPGK
187
Financial Partners Group (Kansas)
Kansas
$399K +$38.4K +721 +11%
ACA
188
Aptus Capital Advisors
Alabama
$399K +$76.6K +1,436 +25%
SRL
189
Scientech Research LLC
New Jersey
$392K +$377K +7,064 New
ULWM
190
Upper Left Wealth Management
Florida
$389K +$405K +7,602 New
VFPW
191
Vantage Financial Partners (Wisconsin)
Wisconsin
$386K +$371K +6,950 New
CPIG
192
Chicago Partners Investment Group
Illinois
$373K +$90.4K +1,695 +36%
PA
193
Parallel Advisors
California
$368K -$53.8K -1,009 -13%
RJFSA
194
Raymond James Financial Services Advisors
Florida
$364K +$350K +6,564 New
DWP
195
Daymark Wealth Partners
Ohio
$363K +$349K +6,542 New
LSIA
196
LaSalle St. Investment Advisors
Illinois
$360K +$347K +6,500 New
NW
197
NewEdge Wealth
Pennsylvania
$356K
WCA
198
Westover Capital Advisors
Delaware
$356K +$342K +6,410 New
BFWA
199
Benchmark Financial Wealth Advisors
Florida
$354K +$340K +6,372 New
MOS
200
MGO One Seven
Ohio
$352K +$7.68K +144 +2%

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.