Fidelity Investments Portfolio holdings
Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$2.88B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.85B |
| 3 |
Microsoft
MSFT
|
+$2.83B |
| 4 |
Tesla
TSLA
|
+$2.15B |
| 5 |
Oracle
ORCL
|
+$1.79B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$4.5B |
| 2 |
Meta Platforms (Facebook)
META
|
+$4.4B |
| 3 |
Amazon
AMZN
|
+$3.44B |
| 4 |
NVIDIA
NVDA
|
+$2.66B |
| 5 |
Visa
V
|
+$2.48B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.97% |
| 2 | Communication Services | 13.1% |
| 3 | Financials | 12% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Healthcare | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2851
Artisan Partners
APAM
$2.97B
| $508K | ﹤0.01% |
11,711
+1,204
| +11% | +$55.5K |
|
2852
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
| $508K | ﹤0.01% |
8,891
+4,142
| +87% | +$235K |
|
|
BRSP
2853
BrightSpire Capital
BRSP
$628M
| $506K | ﹤0.01% |
93,175
+11,623
| +14% | +$63.3K |
|
2854
Cousins Properties
CUZ
$4.85B
| $501K | ﹤0.01% |
17,313
-1,138
| -6% | -$32.3K |
|
2855
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
| $501K | ﹤0.01% |
14,870
+3,152
| +27% | +$105K |
|
2856
Dimensional International High Profitability ETF
DIHP
$6.59B
| $497K | ﹤0.01% |
16,340
+8,065
| +97% | +$240K |
|
2857
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
| $495K | ﹤0.01% |
21,459
+3,179
| +17% | +$72.6K |
|
2858
Foster
FSTR
$405M
| $494K | ﹤0.01% |
18,338
+1,831
| +11% | +$45.3K |
|
2859
Medifast
MED
$130M
| $487K | ﹤0.01% |
35,617
+420
| +1% | +$5.87K |
|
2860
Motorcar Parts of America
MPAA
$230M
| $484K | ﹤0.01% |
29,276
-31
| -0.1% | -$421 |
|
2861
Invesco S&P 100 Equal Weight ETF
EQWL
$2.81B
| $483K | ﹤0.01% |
4,211
+1,479
| +54% | +$166K |
|
2862
Hormel Foods
HRL
$13.4B
| $482K | ﹤0.01% |
19,477
-46,111
| -70% | -$1.28M |
|
2863
Bloomin' Brands
BLMN
$975M
| $482K | ﹤0.01% |
67,188
-289,024
| -81% | -$2.32M |
|
2864
Invesco S&P MidCap Low Volatility ETF
XMLV
$747M
| $481K | ﹤0.01% |
7,573
+279
| +4% | +$17.5K |
|
2865
Jack in the Box
JACK
$358M
| $477K | ﹤0.01% |
24,125
+12,718
| +111% | +$253K |
|
|
CSW
2866
CSW Industrials
CSW
$5.65B
| $474K | ﹤0.01% |
1,954
-8,845
| -82% | -$2.37M |
|
2867
CorVel
CRVL
$3.17B
| $474K | ﹤0.01% |
6,122
-807
| -12% | -$72K |
|
2868
Invesco Bloomberg Pricing Power ETF
POWA
$184M
| $474K | ﹤0.01% |
5,231
-59
| -1% | -$5.25K |
|
2869
iShares International Equity Factor ETF
INTF
$3.77B
| $472K | ﹤0.01% |
13,151
+7,698
| +141% | +$270K |
|
2870
Resources Connection
RGP
$144M
| $471K | ﹤0.01% |
93,296
+21,925
| +31% | +$113K |
|
2871
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$597M
| $471K | ﹤0.01% |
5,918
-687
| -10% | -$52.7K |
|
2872
Cipher Digital
CIFR
$6.9B
| $471K | ﹤0.01% |
37,397
+25,049
| +203% | +$189K |
|
2873
Hexcel
HXL
$7.74B
| $471K | ﹤0.01% |
7,508
+845
| +13% | +$51.9K |
|
2874
Turkcell
TKC
$4.74B
| $470K | ﹤0.01% |
78,138
-35,030
| -31% | -$205K |
|
2875
iShares Morningstar Small-Cap ETF
ISCB
$294M
| $470K | ﹤0.01% |
7,415
+140
| +2% | +$8.59K |
|
Similar funds
Fidelity Investments's Q3 2025 Portfolio in Review
As of Q3 2025, Fidelity Investments held 5,634 positions worth $1.92T, up 8.5% from $1.77T the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Fidelity Investments's Q3 2025 filing shows 327 new, 2,699 increased, 1,914 reduced and 264 closed positions. Its largest new stake was Amrize Ltd: 12,359,271 shares worth $596M. The largest sale was Berkshire Hathaway Class A, an estimated $4.5B.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Communication Services and Financials.
- Fidelity Investments's largest Q3 2025 buy was Amrize Ltd: 12,359,271 shares worth $596M.
- Fidelity Investments added most to TSMC in Q3 2025, an estimated $2.88B increase.
- Fidelity Investments's biggest Q3 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $4.5B.
- Fidelity Investments fully exited The AZEK Co in Q3 2025, selling an estimated $476M.
- Fidelity Investments's ten largest holdings make up 37% of its $1.92T portfolio in Q3 2025.
- Fidelity Investments opened 327 new positions and closed 264 in Q3 2025.
- Fidelity Investments's portfolio value rose 8.5% quarter-over-quarter to $1.92T.
Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.