FSMD

Fidelity Small-mid Multifact

+$213.3M

Net Activity

Institutions Holding

171

Popularity Rank

#3272

Avg Weight

0.38%

Total Value

$1.9B

Ownership Trend

171 institutions currently hold FSMD, with 113 net buyers and 51 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

51

Net Buying Institutions

113

Key Holders

Key Holders

Top 5 by Value

FL
FMR LLC
$754.2M
RP
Retirement Planning Group, LLC
$231.0M
CE
Commonwealth Equity Services, LLC
$147.6M
EA
Envestnet Asset Management INC
$94.3M
BO
Bank Of America CORP /de/
$57.1M

Top 5 by Conviction

GF
GEN Financial Management, INC.
8.40%
RP
Retirement Planning Group, LLC
7.16%
PF
Presper Financial Architects, LLC
6.56%
LS
Liberty Square Wealth Partners LLC
3.96%
BW
Bravera Wealth
3.03%
View all 171 holding institutions

Quarterly Activity

Recent Activity

+$1.7B

Total Buy Value

$194.4M

Total Sell Value

New buy27
Trim38
Add86
Sold out13

113

Net Buyers

51

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIDELITY SMALL-MID MULTIFACT (FSMD)?
Major stakeholders currently include FMR LLC ($754.2M), Retirement Planning Group, LLC ($231.0M), Commonwealth Equity Services, LLC ($147.6M). Based on the latest 13F filings, there are a total of 171 tracked investment funds and institutions maintaining positions in FSMD.
What is the overall institutional sentiment toward FSMD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $213.3M, driven by 113 managers accumulating shares while 51 reduced their exposure.
Which institutions have been selling or reducing their FSMD positions?
In the latest period, 38 funds trimmed their holdings, and 13 managers completely exited their positions. The aggregate reported sell value was $194.4M.
Are there any notable investors adding FSMD to their portfolios?
Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 86 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.7B.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail