Fidelity Otc PortfolioFOCPX
13F holders, Q3 2025 (September 30)2holders
1new positions
1sold out
$23.83avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Fidelity Otc Portfolio (FOCPX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Carret Asset Management, LLC ($834K) and Hurley Capital, LLC ($207K).
- Company
- Fidelity Otc Portfolio
- CUSIP
- 316389105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $207K |
| Exits | 1 | $206K |
All 13F filers, Q2 2025 → Q3 2025: 8,696 shares bought and 9,296 shares sold, net −600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Carret Asset Management, LLC | 0.08% | No change | 34,995 | $834K |
| Hurley Capital, LLC | 0.12% | New | 8,696 | $207K |
"% of holder's portfolio" is FOCPX's weight in each manager's 13F, not the share of Fidelity Otc Portfolio the manager owns.