FIDELITY WISE ORIGIN BITCOIN (FBTC) Institutional Ownership Changes & 13F Activity
FIDELITY WISE ORIGIN BITCOIN (FBTC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Beaird Harris Wealth Management, Llc, Cambient Family Office, Llc, Northcoast Asset Management Llc, and Walser Wealth Management Company, A Ltd Liability Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Redwood Investment Management, Llc | Buy | +3,427 | — | 3,427 | $261.00 | Q4 2025 | Aug 26, 2026 |
| Arete Wealth Advisors, Llc | Buy | +21,447 | — | 21,447 | $1.63M | Q4 2025 | Aug 11, 2026 |
| Cadia Private Client Llc | Buy | +9,325 | — | 9,325 | $710.86K | Q4 2025 | May 20, 2026 |
| Gem Investment Advisors, Llc | Buy | +28,844 | — | 28,844 | $2.20M | Q4 2025 | May 15, 2026 |
| Broadhurst Jeffrey B | Buy | +6,183 | — | 6,183 | $471.35K | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -5,954 | -100.0% | 0 | $0.00 | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +5,804 | — | 5,804 | $442.44K | Q4 2025 | May 12, 2026 |
| Alpha Zero Llc | Buy | +3,005 | — | 3,005 | $229.07K | Q4 2025 | May 06, 2026 |
| Estate Planners Group, Llc | Buy | +8,450 | — | 8,450 | $644.15K | Q4 2025 | Apr 07, 2026 |
| Dedeker Financial Llc | Buy | +3,155 | — | 3,155 | $240.47K | Q4 2025 | Mar 31, 2026 |
| Osbon Capital Management Llc | Buy | +8,191 | — | 8,191 | $624.42K | Q4 2025 | Mar 16, 2026 |
| Rehmann Capital Advisory Group | Buy | +4,695 | — | 4,695 | $357.95K | Q4 2025 | Mar 04, 2026 |
| Clearwave Capital, Llc | Buy | +3,963 | — | 3,963 | $302.07K | Q4 2025 | Mar 02, 2026 |
| Instrumental Wealth, Llc | Buy | +9,955 | — | 9,955 | $584.76K | Q4 2025 | Feb 27, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +1,830 | — | 1,830 | $139.50K | Q4 2025 | Feb 27, 2026 |
| Oak Grove Capital Llc | Buy | +5,469 | — | 5,469 | $416.90K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +10 | — | 10 | $762.00 | Q4 2025 | Feb 26, 2026 |
| Tru Independence Asset Management 2, Llc | Buy | +16,322 | — | 16,322 | $1.24M | Q4 2025 | Feb 24, 2026 |
| Dgs Capital Management, Llc | Buy | +3,088 | — | 3,088 | $235.40K | Q4 2025 | Feb 24, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +65,789 | — | 65,789 | $5.02M | Q4 2025 | Feb 23, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | Buy | +29,956 | — | 29,956 | $2.28M | Q4 2025 | Feb 23, 2026 |
| Mcmill Wealth Management | Buy | +5,378 | — | 5,378 | $409.96K | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +758 | — | 758 | $57.78K | Q4 2025 | Feb 23, 2026 |
| Cambient Family Office, Llc | Buy | +54,508 | — | 54,508 | $4.16M | Q4 2025 | Feb 20, 2026 |
| Northcoast Asset Management Llc | Buy | +42,765 | — | 42,765 | $3.26M | Q4 2025 | Feb 20, 2026 |
| Bauman Advisory Group, Llc | Buy | +13,914 | — | 13,914 | $1.06M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +5,644 | — | 5,644 | $430.24K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +90,816 | — | 90,816 | $6.92M | Q4 2025 | Feb 19, 2026 |
| Connective Capital Management, Llc | Buy | +3,960 | — | 3,960 | $301.87K | Q4 2025 | Feb 19, 2026 |
| Crossgen Wealth, Llc | Buy | +275 | — | 275 | $20.96K | Q4 2025 | Feb 19, 2026 |
Frequently asked questions about FBTC activity
Which institutional owners are buying FBTC?
Institutional owners buying FBTC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FBTC activity?
"Buy" means an investor increased their reported position in FBTC compared to the prior reporting period. This reflects growing exposure to FIDELITY WISE ORIGIN BITCOIN (FBTC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FBTC increasing?
Institutional interest in FBTC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.