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Fidelity Wise Origin Bitcoin Fund

527 hedge funds and large institutions have $4.92B invested in Fidelity Wise Origin Bitcoin Fund in 2024 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 197 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

731% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 26

181% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 70

72% more capital invested

Capital invested by funds: $2.87B → $4.92B (+$2.05B)

54% more funds holding

Funds holding: 342527 (+185)

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

0.37% more ownership

Funds ownership: 25.49%25.86% (+0.37%)

12% less call options, than puts

Call options by funds: $97.3M | Put options by funds: $110M

Holders
527
Holders Change
+185
Holders Change %
+54.09%
% of All Funds
6.94%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.41%
New
216
Increased
197
Reduced
70
Closed
26
Calls
$97.3M
Puts
$110M
Net Calls
-$12.6M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
201
Rahlfs Capital
Texas
$941K +$837K +11,540 New
PFA
202
Pure Financial Advisors
California
$928K +$265K +3,648 +47%
SIC
203
Samalin Investment Counsel
New York
$918K +$34.3K +473 +4%
MA
204
Mutual Advisors
Nebraska
$910K +$150K +2,062 +25%
JIC
205
Johnson Investment Counsel
Ohio
$905K +$176K +2,420 +28%
JF
206
JSF Financial
California
$878K +$250K +3,451 +47%
VFP
207
Verus Financial Partners
Virginia
$864K +$21.1K +291 +3%
AWM
208
Aries Wealth Management
Maine
$844K +$158K +2,180 +27%
MC
209
Moors & Cabot
Massachusetts
$827K -$50.2K -692 -6%
EW
210
Evoke Wealth
California
$826K +$735K +10,129 New
EAM
211
Eschler Asset Management
United Kingdom
$816K -$3.99M -55,000 -85%
CL
212
Choreo LLC
Illinois
$804K -$560K -7,721 -44%
AFS
213
Access Financial Services
Minnesota
$783K
BRWA
214
B. Riley Wealth Advisors
Florida
$764K -$78.1K -1,077 -10%
CMI
215
Clare Market Investments
Texas
$762K +$398K +5,490 +143%
TIAM2
216
Tru Independence Asset Management 2
Oregon
$760K
ABC
217
Associated Banc-Corp
Wisconsin
$750K +$243K +3,357 +58%
FIA
218
Foundations Investment Advisors
Arizona
$743K +$384K +5,298 +139%
MKA
219
M. Kulyk & Associates
Georgia
$738K +$41K +565 +7%
DWP
220
Daymark Wealth Partners
Ohio
$738K +$181K +2,499 +38%
PCA
221
Pallas Capital Advisors
Massachusetts
$735K +$313K +4,314 +92%
MCM
222
MAI Capital Management
Ohio
$735K
EHC
223
Everett Harris & Co
California
$733K +$218 +3 +0%
RCG
224
Regatta Capital Group
California
$721K +$118K +1,632 +23%
WIM
225
WealthPlan Investment Management
Nebraska
$712K +$232K +3,197 +58%