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Fidelity Nasdaq Composite Index ETF

405 hedge funds and large institutions have $1.98B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

592% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $210K

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

24% more capital invested

Capital invested by funds: $1.6B → $1.98B (+$384M)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

6% more funds holding

Funds holding: 383405 (+22)

0.89% more ownership

Funds ownership: 17.79%18.69% (+0.89%)

Holders
405
Holders Change
+22
Holders Change %
+5.74%
% of All Funds
4.93%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
57
Increased
145
Reduced
109
Closed
28
Calls
$1.45M
Puts
$210K
Net Calls
+$1.24M
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
376
Stone House Investment Management
Pennsylvania
$14.3K +$14.2K +156 New
CFO
377
CVA Family Office
Colorado
$13.7K
AF
378
Abound Financial
California
$13.7K +$13.7K +150 New
FW
379
Fairway Wealth
Ohio
$13.2K +$13.1K +144 New
POIA
380
Pin Oak Investment Advisors
Texas
$12K
FDW
381
Fourth Dimension Wealth
Ohio
$9.14K
PWA
382
Physician Wealth Advisors
Utah
$9.14K
ME
383
McIlrath & Eck
Washington
$9.14K +$9.1K +100 New
GEA
384
Glen Eagle Advisors
New Jersey
$8.78K
National Bank of Canada
385
National Bank of Canada
Quebec, Canada
$7.67K +$7.65K +84 New
QWM
386
Quaker Wealth Management
New Jersey
$5.48K +$5.46K +60 New
CWP
387
Concord Wealth Partners
Virginia
$5.39K +$5.37K +59 New
PCTC
388
Perkins Coie Trust Company
Washington
$5.12K
AF
389
Advisornet Financial
Minnesota
$4.66K -$4.55K -50 -50%
S
390
Sachetta
Massachusetts
$4.58K +$3.55K +39 +355%
FFL
391
Financial Freedom LLC
Ohio
$4.35K
HCM
392
Horrell Capital Management
Arkansas
$3.66K
LWANC
393
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.66K +$3.64K +40 New
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.74K +$2.73K +30 New
RIL
395
Rothschild Investment LLC
Illinois
$2.65K
PPL
396
Planning Project LLC
Texas
$2.63K +$2.64K +29 New
BWL
397
Bogart Wealth LLC
Virginia
$2.47K
CWM
398
Copia Wealth Management
Oregon
$2.47K
FP
399
Financial Perspectives
Minnesota
$2.19K
Russell Investments Group
400
Russell Investments Group
United Kingdom
$2.1K +$364 +4 +21%