Fidelity Adv NW Insghts-IFINSX
13F holders, Q3 2025 (September 30)6holders +2
2new positions
0sold out
$51.15avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Sequent Asset Management, LLC ($1.9M), Moody LYNN Lieberson & Walker, LLC ($413K) and Ferguson Wellman Capital Management, Inc. ($230K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.0M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 39,776 shares bought and 157 shares sold, net +39,619 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sequent Asset Management, LLC | 0.88% | New | 36,341 | $1.9M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $413K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 4,500 | $230K |
| Vermillion Wealth Management, Inc. | 0.05% | New | 3,435 | $176K |
| Westside Investment Management, Inc. | 0.01% | Reduce -11.6% | 1,197 | $61K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 1,078 | $55K |
"% 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.