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 | |
|---|---|---|---|---|---|---|
3226
Seneca Foods Class A
SENEA
$1.31B
| $177K | ﹤0.01% |
1,635
+59
| +4% | +$6.24K |
|
|
STEL
3227
DELISTED
Stellar Bancorp
STEL
| $176K | ﹤0.01% |
5,801
-8,830
| -60% | -$268K |
|
3228
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$676M
| $176K | ﹤0.01% |
4,863
-3,900
| -45% | -$138K |
|
3229
Tyra Biosciences
TYRA
$1.49B
| $175K | ﹤0.01% |
12,529
+327
| +3% | +$3.73K |
|
|
ARI
3230
Apollo Commercial Real Estate
ARI
$886M
| $175K | ﹤0.01% |
17,288
-3,315
| -16% | -$33.8K |
|
3231
indie Semiconductor
INDI
$875M
| $175K | ﹤0.01% |
43,005
+605
| +1% | +$2.49K |
|
3232
Grupo Cibest SA
CIB
$22.7B
| $175K | ﹤0.01% |
3,366
-50
| -1% | -$2.41K |
|
3233
EverQuote
EVER
$864M
| $174K | ﹤0.01% |
7,609
-16,239
| -68% | -$392K |
|
3234
Century Aluminum
CENX
$4.59B
| $174K | ﹤0.01% |
5,921
+117
| +2% | +$2.65K |
|
3235
WisdomTree US Quality Growth Fund
QGRW
$2.9B
| $174K | ﹤0.01% |
3,030
+1,909
| +170% | +$104K |
|
3236
Cohen & Steers
CNS
$4.4B
| $173K | ﹤0.01% |
2,644
-421
| -14% | -$30.8K |
|
3237
Lindsay Corp
LNN
$1.17B
| $173K | ﹤0.01% |
1,233
+284
| +30% | +$39.5K |
|
3238
Amphastar Pharmaceuticals
AMPH
$858M
| $172K | ﹤0.01% |
6,472
-731
| -10% | -$18.9K |
|
|
NAGE
3239
Niagen Bioscience
NAGE
$241M
| $172K | ﹤0.01% |
18,458
+767
| +4% | +$7.74K |
|
3240
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$449M
| $172K | ﹤0.01% |
1,865
+296
| +19% | +$25.9K |
|
3241
Red River Bancshares
RRBI
$681M
| $172K | ﹤0.01% |
2,649
+16
| +0.6% | +$1.02K |
|
3242
Mobileye
MBLY
$7.57B
| $172K | ﹤0.01% |
12,159
+4,316
| +55% | +$64.2K |
|
3243
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12.1B
| $171K | ﹤0.01% |
7,163
+4,826
| +207% | +$115K |
|
3244
BNY Mellon International Equity ETF
BKIE
$1.35B
| $171K | ﹤0.01% |
5,742
-429
| -7% | -$12.4K |
|
3245
Inhibikase Therapeutics
IKT
$378M
| $171K | ﹤0.01% |
105,770
-38,469
| -27% | -$66.6K |
|
3246
ActivePassive US Equity ETF
APUE
$2.52B
| $171K | ﹤0.01% |
+4,201
| New | +$164K |
|
3247
Capricor Therapeutics
CAPR
$244M
| $171K | ﹤0.01% |
23,690
-500
| -2% | -$3.68K |
|
3248
LegalZoom.com
LZ
$993M
| $171K | ﹤0.01% |
16,446
+186
| +1% | +$1.85K |
|
3249
Invesco Dorsey Wright Technology Momentum ETF
PTF
$659M
| $171K | ﹤0.01% |
2,282
+157
| +7% | +$10.9K |
|
3250
iShares Global REIT ETF
REET
$5.08B
| $171K | ﹤0.01% |
6,674
-1,056
| -14% | -$26.5K |
|
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.