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Fidelity Magellan ETF

28 hedge funds and large institutions have $84.9M invested in Fidelity Magellan ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

92% more capital invested

Capital invested by funds: $44.2M → $84.9M (+$40.7M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

16.71% more ownership

Funds ownership: 26.22%42.93% (+17%)

8% more funds holding

Funds holding: 2628 (+2)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$42.5M +$34.8M +1,117,266 +324%
Wells Fargo
2
Wells Fargo
California
$17.3M +$3.92M +125,683 +27%
AWA
3
Arkadios Wealth Advisors
Georgia
$3.94M +$4.22M +135,332 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$3.36M +$778K +24,981 +28%
BWA
5
Beam Wealth Advisors
Louisiana
$3.34M -$127K -4,074 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.26M +$727K +23,332 +26%
AC
7
Anson Capital
Georgia
$2.89M +$3.1M +99,442 New
UBS Group
8
UBS Group
Switzerland
$2.06M -$2.72M -87,392 -55%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.44M +$1.19M +38,079 +337%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.1M -$143K -4,597 -11%
SXL
11
Summit X LLC
Missouri
$880K +$483K +15,517 +105%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$769K +$499K +16,014 +153%
SPC
13
Sigma Planning Corp
Michigan
$740K +$199K +6,374 +33%
IPW
14
Impact Partnership Wealth
Georgia
$316K +$23K +739 +7%
Citadel Advisors
15
Citadel Advisors
Florida
$306K -$414K -13,279 -56%
IWC
16
Integrated Wealth Concepts
Massachusetts
$261K +$279K +8,961 New
KAS
17
Kestra Advisory Services
Texas
$236K +$39.3K +1,262 +18%
PS
18
Principal Securities
Iowa
$61.9K
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$32.6K
SS
20
Sunbelt Securities
Texas
$27.2K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$17.8K +$19K +610 +61,000%
GIA
22
GHP Investment Advisors
Colorado
$13.7K
IA
23
IFP Advisors
Florida
$11.1K +$187 +6 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$5.15K
HC
25
Hurley Capital
New York
$4.19K -$62 -2 -1%

FMAG Hedge Fund Activity: Q1 2025 in Review

28 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Magellan ETF (FMAG) for Q1 2025, worth a combined $84.9M — up 92% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FMAG positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Fidelity International, adding an estimated $34.8M. The largest seller was UBS Group, cutting an estimated $2.72M.

  • 28 institutional investors held Fidelity Magellan ETF (FMAG) as of Q1 2025, up from 26 in Q4 2024.
  • Funds reported $84.9M of Fidelity Magellan ETF stock for Q1 2025, up 92% quarter-over-quarter.
  • 5 funds opened new Fidelity Magellan ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest Fidelity Magellan ETF buyer in Q1 2025 was Fidelity International, an estimated $34.8M added.
  • The largest Fidelity Magellan ETF seller in Q1 2025 was UBS Group, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2025.