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 | |
|---|---|---|---|---|---|---|
1851
Fortune Brands Innovations
FBIN
$5.73B
| $12.8M | ﹤0.01% |
240,080
-121,056
| -34% | -$6.83M |
|
|
VISN
1852
Vistance Networks Inc
VISN
$2.63B
| $12.8M | ﹤0.01% |
826,879
-151,943
| -16% | -$1.97M |
|
1853
Snap-on
SNA
$21.3B
| $12.8M | ﹤0.01% |
36,802
-4,371
| -11% | -$1.43M |
|
|
OSG
1854
Octave Specialty Group
OSG
$210M
| $12.7M | ﹤0.01% |
1,525,423
-7,222
| -0.5% | -$61K |
|
1855
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
| $12.7M | ﹤0.01% |
329,005
+18,997
| +6% | +$709K |
|
1856
MaxLinear
MXL
$6.21B
| $12.6M | ﹤0.01% |
785,566
+93,443
| +14% | +$1.47M |
|
|
TEF
1857
DELISTED
Telefonica
TEF
| $12.6M | ﹤0.01% |
2,479,947
+191,122
| +8% | +$1.02M |
|
1858
John Wiley & Sons Class A
WLY
$2.62B
| $12.6M | ﹤0.01% |
310,780
+90,040
| +41% | +$3.64M |
|
1859
Globalstar
GSAT
$10.9B
| $12.5M | ﹤0.01% |
344,430
+17,303
| +5% | +$496K |
|
|
TGNA
1860
DELISTED
TEGNA Inc
TGNA
| $12.5M | ﹤0.01% |
612,820
+186,839
| +44% | +$3.56M |
|
1861
Kforce
KFRC
$1.04B
| $12.5M | ﹤0.01% |
415,545
-891,684
| -68% | -$31.6M |
|
1862
Payoneer
PAYO
$2.4B
| $12.4M | ﹤0.01% |
2,047,677
+225,239
| +12% | +$1.51M |
|
1863
Sonos
SONO
$1.83B
| $12.4M | ﹤0.01% |
783,803
+615,218
| +365% | +$7.9M |
|
|
NAKA
1864
Nakamoto Inc
NAKA
$87.7M
| $12.4M | ﹤0.01% |
+289,283
| New | +$91.7M |
|
1865
Manulife Financial
MFC
$73.3B
| $12.3M | ﹤0.01% |
396,025
-1,447
| -0.4% | -$44.6K |
|
1866
Vodafone
VOD
$36.4B
| $12.3M | ﹤0.01% |
1,063,056
+116,669
| +12% | +$1.33M |
|
|
VZLA
1867
Vizsla Silver
VZLA
$1.36B
| $12.3M | ﹤0.01% |
2,848,900
-82,100
| -3% | -$285K |
|
1868
GDS Holdings
GDS
$6.29B
| $12.2M | ﹤0.01% |
314,632
-22
| -0% | -$780 |
|
1869
Diebold Nixdorf
DBD
$2.43B
| $12.2M | ﹤0.01% |
213,254
+90,537
| +74% | +$5.36M |
|
|
HOUS
1870
DELISTED
Anywhere Real Estate
HOUS
| $12.1M | ﹤0.01% |
1,144,593
+438,350
| +62% | +$2.58M |
|
1871
United Natural Foods
UNFI
$2.8B
| $12.1M | ﹤0.01% |
321,468
+82,388
| +34% | +$2.26M |
|
|
ONT
1872
Onterris Inc
ONT
$546M
| $12M | ﹤0.01% |
437,553
+138,465
| +46% | +$3.62M |
|
1873
Victory Capital Holdings
VCTR
$6.85B
| $12M | ﹤0.01% |
185,032
-27,430
| -13% | -$1.88M |
|
1874
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
| $12M | ﹤0.01% |
91,861
+5,798
| +7% | +$729K |
|
1875
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
| $12M | ﹤0.01% |
248,804
+3,265
| +1% | +$155K |
|
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.