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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
Invesco
201
Invesco
Georgia
$346K +$15.4K +289 +5%
TNA
202
True North Advisors
Texas
$340K +$327K +6,132 New
RIL
203
Rothschild Investment LLC
Illinois
$333K
TFS
204
Thoroughbred Financial Services
Tennessee
$333K
HKAM
205
Horizon Kinetics Asset Management
New York
$329K +$11.3K +211 +4%
ABC
206
Associated Banc-Corp
Wisconsin
$324K +$38.1K +715 +14%
ECM
207
ExodusPoint Capital Management
New York
$322K +$309K +5,800 New
GPA
208
Guidance Point Advisors
Massachusetts
$320K +$307K +5,765 New
FWP
209
Falcon Wealth Planning
California
$320K +$70.9K +1,330 +30%
PWS
210
Peloton Wealth Strategists
Indiana
$314K +$301K +5,650 New
TF
211
Trek Financial
Arizona
$312K -$64.7K -1,213 -18%
CFG
212
Cooper Financial Group
California
$311K
ET
213
Equitable Trust
Tennessee
$308K
AF
214
Advisornet Financial
Minnesota
$308K +$18.4K +346 +7%
TAM
215
Titleist Asset Management
Texas
$308K +$83.2K +1,561 +39%
WIM
216
WealthPlan Investment Management
Nebraska
$307K +$42.3K +794 +17%
SMA
217
Sage Mountain Advisors
Georgia
$306K
BCM
218
Basso Capital Management
Connecticut
$305K
IP
219
Intellectus Partners
California
$305K
TA
220
Tectonic Advisors
Texas
$302K
CTC
221
Central Trust Company
Missouri
$301K -$157K -2,943 -35%
Cerity Partners
222
Cerity Partners
New York
$300K +$288K +5,399 New
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$299K +$63.5K +1,191 +28%
CIA
224
Concurrent Investment Advisors
Florida
$297K +$53.9K +1,010 +23%
LWM
225
Laidlaw Wealth Management
New York
$295K +$30.4K +570 +12%

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.