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 | |
|---|---|---|---|---|---|---|
1826
Vert Global Sustainable Real Estate ETF
VGSR
$538M
| $14.1M | ﹤0.01% |
1,326,954
+377,882
| +40% | +$3.98M |
|
1827
Spectrum Brands
SPB
$2.02B
| $14.1M | ﹤0.01% |
268,549
-46,253
| -15% | -$2.56M |
|
1828
Zimmer Biomet
ZBH
$18.7B
| $14.1M | ﹤0.01% |
143,027
+22,668
| +19% | +$2.25M |
|
1829
NMI Holdings
NMIH
$3.32B
| $14M | ﹤0.01% |
365,749
+37,325
| +11% | +$1.46M |
|
1830
Wendy's
WEN
$1.39B
| $14M | ﹤0.01% |
1,523,471
+1,487,033
| +4,081% | +$15.3M |
|
1831
AtriCure
ATRC
$2.12B
| $13.9M | ﹤0.01% |
393,996
+123,711
| +46% | +$4.26M |
|
1832
HUB Group
HUBG
$2.9B
| $13.9M | ﹤0.01% |
403,005
+316,981
| +368% | +$11.3M |
|
1833
FMC
FMC
$1.31B
| $13.8M | ﹤0.01% |
408,989
-200,942
| -33% | -$7.84M |
|
1834
First Majestic Silver
AG
$9.29B
| $13.7M | ﹤0.01% |
1,117,342
-285,330
| -20% | -$2.64M |
|
1835
StoneX
SNEX
$7.81B
| $13.7M | ﹤0.01% |
304,619
+297,610
| +4,246% | +$12.6M |
|
|
DOYU
1836
DouYu International Holdings
DOYU
$134M
| $13.6M | ﹤0.01% |
1,814,943
-19,230
| -1% | -$151K |
|
1837
HCI Group
HCI
$2.3B
| $13.5M | ﹤0.01% |
70,380
+36,745
| +109% | +$5.82M |
|
|
SQNS
1838
Sequans Communications SA
SQNS
$40.7M
| $13.5M | ﹤0.01% |
+1,425,689
| New | +$21.8M |
|
1839
Fortive
FTV
$18.6B
| $13.2M | ﹤0.01% |
270,167
-259,925
| -49% | -$12.8M |
|
1840
Lionsgate Studios
LION
$3.68B
| $13.2M | ﹤0.01% |
1,914,456
+1,372,524
| +253% | +$8.83M |
|
1841
National Fuel Gas
NFG
$7.78B
| $13.2M | ﹤0.01% |
142,765
+17,488
| +14% | +$1.52M |
|
1842
MDU Resources
MDU
$4.29B
| $13.2M | ﹤0.01% |
738,617
+199,196
| +37% | +$3.33M |
|
1843
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
| $13.1M | ﹤0.01% |
201,961
+97
| +0% | +$6.06K |
|
1844
Plexus
PLXS
$7.13B
| $13.1M | ﹤0.01% |
90,359
+9,252
| +11% | +$1.25M |
|
1845
Evolv Technologies
EVLV
$1.05B
| $13.1M | ﹤0.01% |
1,730,194
+1,636,475
| +1,746% | +$11.9M |
|
1846
US Physical Therapy
USPH
$1.22B
| $13.1M | ﹤0.01% |
153,674
-12,179
| -7% | -$976K |
|
1847
Host Hotels & Resorts
HST
$15.5B
| $13M | ﹤0.01% |
764,855
+16,394
| +2% | +$272K |
|
1848
Schwab US Dividend Equity ETF
SCHD
$107B
| $13M | ﹤0.01% |
474,697
+20,342
| +4% | +$555K |
|
1849
Euronet Worldwide
EEFT
$2.65B
| $13M | ﹤0.01% |
147,504
+13,024
| +10% | +$1.25M |
|
1850
Kennametal
KMT
$2.41B
| $12.9M | ﹤0.01% |
614,084
+545,683
| +798% | +$12.3M |
|
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.