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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
AF
1
Align Financial
Minnesota
$271M +$24.7M +271,275 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$128M -$264K -2,897 -0.2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$124M -$4.67M -51,333 -4%
LPL Financial
4
LPL Financial
California
$110M +$7.87M +86,467 +8%
Bank of America
5
Bank of America
North Carolina
$77.4M +$25.5M +280,655 +50%
Wealthfront Advisers
6
Wealthfront Advisers
California
$63M +$3.73M +40,983 +6%
Fisher Asset Management
7
Fisher Asset Management
Washington
$54.6M -$2.95M -32,411 -5%
HCA
8
Heck Capital Advisors
Wisconsin
$54.3M -$2.05M -22,542 -4%
LGA
9
Lebenthal Global Advisors
New York
$47.6M +$14.1M +155,262 +42%
AIIMS
10
Analyst IMS Investment Management Services
Israel
$45.8M -$22.3K -245 -0%
NRI
11
NFP Retirement Inc
California
$40.1M -$1.43M -15,708 -3%
KAS
12
Kestra Advisory Services
Texas
$38.4M +$1.08M +11,909 +3%
Morgan Stanley
13
Morgan Stanley
New York
$35.6M +$5.06M +55,534 +17%
LWM
14
LJI Wealth Management
Indiana
$33.7M +$2.96M +32,552 +10%
TAM
15
TCP Asset Management
Ohio
$28.7M +$709K +7,793 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$27.8M -$996K -10,946 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$23M +$3.86M +42,428 +20%
PWP
18
Prasad Wealth Partners
Ohio
$22.7M -$163K -1,792 -0.7%
Ameriprise
19
Ameriprise
Minnesota
$22.4M +$178K +1,960 +0.8%
MWP
20
Madison Wealth Partners
Wisconsin
$21.4M -$151K -1,659 -0.7%
UBS Group
21
UBS Group
Switzerland
$21.4M -$1.05M -11,499 -5%
DK
22
David Kennon
Florida
$21.1M -$650K -7,136 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$19.8M +$7.05M +77,450 +55%
SPIA
24
Steward Partners Investment Advisory
New York
$17.9M +$371K +4,079 +2%
HCM
25
Hollencrest Capital Management
California
$15.7M -$91 -1 -0%