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Fidelity Wise Origin Bitcoin Fund

530 hedge funds and large institutions have $3.54B invested in Fidelity Wise Origin Bitcoin Fund in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 263 increasing their positions, 104 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 104

65% more call options, than puts

Call options by funds: $150M | Put options by funds: $90.5M

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1% more funds holding

Funds holding: 527530 (+3)

3.95% less ownership

Funds ownership: 25.86%21.91% (-4%)

28% less capital invested

Capital invested by funds: $4.92B → $3.54B (-$1.38B)

Holders
530
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
7.11%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.43%
New
73
Increased
263
Reduced
104
Closed
60
Calls
$150M
Puts
$90.5M
Net Calls
+$59.2M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
Samalin Investment Counsel
New York
$836K +$30K +369 +3%
AF
202
Allworth Financial
California
$834K -$238K -2,927 -22%
RC
203
Rahlfs Capital
Texas
$831K
BAM
204
Belpointe Asset Management
Nevada
$828K +$340K +4,177 +57%
TG
205
TCW Group
California
$822K -$361K -4,442 -28%
AIM
206
Advyzon Investment Management
Illinois
$820K -$79K -972 -8%
JC
207
JB Capital
Connecticut
$820K +$247K +3,035 +36%
ZI
208
ZEGA Investments
Florida
$808K +$913K +11,230 New
MKA
209
M. Kulyk & Associates
Georgia
$786K +$152K +1,873 +21%
CL
210
Choreo LLC
Illinois
$779K +$81.4K +1,001 +10%
DWP
211
Daymark Wealth Partners
Ohio
$767K +$131K +1,617 +18%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$767K +$318K +3,914 +58%
VFP
213
Verus Financial Partners
Virginia
$767K
TIAM2
214
Tru Independence Asset Management 2
Oregon
$733K +$70K +861 +9%
JF
215
JSF Financial
California
$729K -$51.8K -637 -6%
MFG
216
Merit Financial Group
Georgia
$726K +$249K +3,062 +44%
SIA
217
SkyView Investment Advisors
New Jersey
$720K -$244K -3,000 -23%
RBFC
218
Roman Butler Fullerton & Co
Missouri
$701K -$92.1K -1,132 -11%
PWP
219
Principle Wealth Partners
Connecticut
$695K +$127K +1,562 +19%
AFS
220
Access Financial Services
Minnesota
$691K
WCA
221
Westover Capital Advisors
Delaware
$691K +$184K +2,265 +31%
BFWA
222
Benchmark Financial Wealth Advisors
Florida
$689K +$196K +2,409 +34%
FWP
223
Falcon Wealth Planning
California
$683K +$157K +1,935 +26%
CWA
224
Canvas Wealth Advisors
Kansas
$680K +$254K +3,121 +58%
RCG
225
Regatta Capital Group
California
$680K +$49K +602 +7%