Fidelity Adv NW Insghts-IFINSX
13F holders, Q4 2025 (December 31)6holders
1new positions
1sold out
$48.80avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Sequent Asset Management, LLC ($1.9M), Moody LYNN Lieberson & Walker, LLC ($394K) and Ferguson Wellman Capital Management, Inc. ($220K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $102K |
| Exits | 1 | $176K |
All 13F filers, Q3 2025 → Q4 2025: 5,405 shares bought and 3,435 shares sold, net +1,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sequent Asset Management, LLC | 0.86% | Add +8.6% | 39,480 | $1.9M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $394K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 4,500 | $220K |
| Motiv8 Investments LLC | 0.06% | New | 2,082 | $102K |
| Westside Investment Management, Inc. | 0.01% | Add +7.5% | 1,287 | $63K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +8.7% | 1,172 | $57K |
"% 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.