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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$509M +$100M +3,250,544 +25%
KeyBank National Association
2
KeyBank National Association
Ohio
$34.5M +$34.4M +1,116,474 New
SFG
3
Southern Financial Group
Alabama
$32.4M +$32.3M +1,048,087 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.3M -$9.23M -299,333 -43%
MML Investors Services
5
MML Investors Services
Massachusetts
$12.1M +$11.8M +383,446 +4,466%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.3M +$4.91M +159,479 +77%
GVAG
7
Great Valley Advisor Group
Delaware
$11M +$11M +355,650 New
Stifel Financial
8
Stifel Financial
Missouri
$10.8M -$536K -17,382 -5%
Truist Financial
9
Truist Financial
North Carolina
$8.43M +$59.9K +1,942 +0.7%
KAS
10
Kestra Advisory Services
Texas
$5.06M +$1.45M +47,132 +40%
ACA
11
Aptus Capital Advisors
Alabama
$4.68M +$4.67M +151,525 New
HighTower Advisors
12
HighTower Advisors
Illinois
$4.32M +$4.31M +139,843 New
SS
13
Sunbelt Securities
Texas
$4.02M -$6.78K -220 -0.2%
TSS
14
Taylor Securities Services
Pennsylvania
$3.88M +$3.87M +125,632 New
AC
15
Anson Capital
Georgia
$3.69M -$219K -7,104 -6%
WQ
16
Wealth Quarterback
New Jersey
$3.66M +$1.46M +47,509 +67%
CCM
17
CFO Capital Management
Connecticut
$3.26M +$3.25M +105,480 New
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$3.12M +$3.11M +100,900 New
Raymond James Financial
19
Raymond James Financial
Florida
$2.65M +$2.64M +85,699 New
PCIA
20
Prime Capital Investment Advisors
Kansas
$2.59M +$2.58M +83,762 New
IIM
21
InTrack Investment Management
Vermont
$2.12M -$693K -22,489 -25%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.02M +$597K +19,381 +42%
DFG
23
Demars Financial Group
Washington
$1.87M +$81.2K +2,634 +5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.86M +$1.62M +52,676 +708%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.29M +$847K +27,487 +194%

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.