Fidelity Adv NW Insghts-IFINSX
13F holders, Q2 2025 (June 30)4holders −1
1new positions
2sold out
$47.94avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($387K), Ferguson Wellman Capital Management, Inc. ($216K) and Westside Investment Management, Inc. ($64K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $216K |
| Exits | 2 | $1.6M |
All 13F filers, Q1 2025 → Q2 2025: 4,500 shares bought and 43,707 shares sold, net −39,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $387K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 4,500 | $216K |
| Westside Investment Management, Inc. | 0.01% | Reduce -74.4% | 1,354 | $64K |
| Financial Gravity Companies, Inc. | 0.01% | — | 1,078 | $52K |
"% of holder's portfolio" is FINSX's weight in each manager's 13F, not the share of Fidelity Adv NW Insghts-I the manager owns.