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Fidelity Hedged Equity ETF

47 hedge funds and large institutions have $702M invested in Fidelity Hedged Equity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

68% more funds holding

Funds holding: 2847 (+19)

46% more capital invested

Capital invested by funds: $479M → $702M (+$223M)

0.22% more ownership

Funds ownership: 91.36%91.59% (+0.22%)

Holders
47
Holders Change
+19
Holders Change %
+67.86%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
17
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
26
Grant Private Wealth Management
California
$1.19M -$182K -5,915 -13%
CFS
27
CRA Financial Services
New Jersey
$1.07M +$267K +8,660 +33%
PWA
28
Peterson Wealth Advisors
Utah
$992K -$59.5K -1,932 -6%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$981K +$978K +31,730 New
NA
30
NewEdge Advisors
Louisiana
$735K +$62.6K +2,031 +9%
Jane Street
31
Jane Street
New York
$632K +$334K +10,843 +113%
OMC
32
Old Mission Capital
Illinois
$596K +$594K +19,267 New
MWP
33
Madison Wealth Partners
Wisconsin
$484K +$167K +5,426 +53%
SWP
34
Summit Wealth Partners
Florida
$402K +$401K +13,000 New
GTAM
35
Global Trust Asset Management
Florida
$387K +$386K +12,511 New
CC
36
Courier Capital
New York
$365K +$364K +11,818 New
MA
37
Mutual Advisors
Nebraska
$343K +$462 +15 +0.1%
BRWA
38
B. Riley Wealth Advisors
Florida
$309K -$30.8K -1,000 -9%
TR
39
Tepp RIA
New Jersey
$304K +$303K +9,820 New
BCG
40
Breakwater Capital Group
New Jersey
$261K +$32.4K +1,050 +14%
SWMP
41
Signature Wealth Management Partners
New Jersey
$246K +$245K +7,963 New
RF
42
Roxbury Financial
New Jersey
$215K +$26.1K +847 +14%
BCM
43
Brookstone Capital Management
Illinois
$212K +$212K +6,870 New
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$98.9K +$98.6K +3,200 New
Bank of America
45
Bank of America
North Carolina
$50.8K +$50.7K +1,645 New
HNW
46
High Note Wealth
Minnesota
$46.2K +$46K +1,494 New
Morgan Stanley
47
Morgan Stanley
New York
$15.1K +$15.1K +490 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
-$220K -7,161 Closed
AAS
49
Ameritas Advisory Services
Nebraska
-$26.9K -876 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
-$7.12K -232 Closed

FHEQ Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q4 2025, worth a combined $702M — up 46% from $479M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FHEQ positions and 3 closed out — a net gain of 19 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $9.23M.

  • 47 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q4 2025, up from 28 in Q3 2025.
  • Funds reported $702M of Fidelity Hedged Equity ETF stock for Q4 2025, up 46% quarter-over-quarter.
  • 22 funds opened new Fidelity Hedged Equity ETF positions in Q4 2025 and 3 closed out, a net change of +19 holders.
  • The largest Fidelity Hedged Equity ETF buyer in Q4 2025 was Fidelity Investments, an estimated $100M added.
  • The largest Fidelity Hedged Equity ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $9.23M sold.

Based on aggregated 13F filings for Q4 2025.