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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 %
TNA
201
True North Advisors
Texas
$340K +$340K +6,132 New
RIL
202
Rothschild Investment LLC
Illinois
$333K
TFS
203
Thoroughbred Financial Services
Tennessee
$333K
HKAM
204
Horizon Kinetics Asset Management
New York
$329K +$11.7K +211 +4%
ABC
205
Associated Banc-Corp
Wisconsin
$324K +$39.7K +715 +14%
ECM
206
ExodusPoint Capital Management
New York
$322K +$322K +5,800 New
GPA
207
Guidance Point Advisors
Massachusetts
$320K +$320K +5,765 New
FWP
208
Falcon Wealth Planning
California
$320K +$73.9K +1,330 +30%
PWS
209
Peloton Wealth Strategists
Indiana
$314K +$314K +5,650 New
TF
210
Trek Financial
Arizona
$312K -$67.4K -1,213 -18%
CFG
211
Cooper Financial Group
California
$311K
ET
212
Equitable Trust
Tennessee
$308K
AF
213
Advisornet Financial
Minnesota
$308K +$19.2K +346 +7%
TAM
214
Titleist Asset Management
Texas
$308K +$86.7K +1,561 +39%
WIM
215
WealthPlan Investment Management
Nebraska
$307K +$44.1K +794 +17%
SMA
216
Sage Mountain Advisors
Georgia
$306K
IP
217
Intellectus Partners
California
$305K
BCM
218
Basso Capital Management
Connecticut
$305K
TA
219
Tectonic Advisors
Texas
$302K
CTC
220
Central Trust Company
Missouri
$301K -$163K -2,943 -35%
Cerity Partners
221
Cerity Partners
New York
$300K +$300K +5,399 New
FMWA
222
Forvis Mazars Wealth Advisors
Missouri
$299K +$66.1K +1,191 +28%
CIA
223
Concurrent Investment Advisors
Florida
$297K +$56.1K +1,010 +23%
LWM
224
Laidlaw Wealth Management
New York
$295K +$31.7K +570 +12%
FHC
225
First Heartland Consultants
Missouri
$292K