Fidelity Value FundFDVLX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$12.88avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Fidelity Value Fund (FDVLX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($176K) and Vermillion Wealth Management, Inc. ($20K).
- Company
- Fidelity Value Fund
- CUSIP
- 316464106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,568 shares bought, net +1,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Neville Rodie & Shaw Inc. | 0.01% | No change | 13,668 | $176K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,568 | $20K |
"% of holder's portfolio" is FDVLX's weight in each manager's 13F, not the share of Fidelity Value Fund the manager owns.