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Fidelis Insurance

154 hedge funds and large institutions have $1.34B invested in Fidelis Insurance in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
30
Increased
55
Reduced
46
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
126
North Capital
Utah
$33.2K +$33.2K +2,000 New
Federated Hermes
127
Federated Hermes
Pennsylvania
$30.2K -$17.5K -1,056 -37%
AB
128
Amalgamated Bank
New York
$29K
SCM
129
Sterling Capital Management
North Carolina
$26.7K +$12.5K +756 +89%
AWM
130
AllSquare Wealth Management
New York
$14.9K +$14.9K +900 New
EWA
131
EverSource Wealth Advisors
Alabama
$13.6K +$13.6K +823 New
W
132
WealthCollab
Washington
$10.4K
HCA
133
Harbor Capital Advisors
Illinois
$10K +$784 +46 +9%
QL
134
Quarry LP
New York
$7.86K -$3.13K -189 -29%
MCM
135
MAI Capital Management
Ohio
$5.85K +$2.54K +153 +77%
IA
136
IFP Advisors
Florida
$5.7K +$5.62K +339 +6,780%
AF
137
Allworth Financial
California
$5.16K +$5.16K +311 New
Osaic Holdings
138
Osaic Holdings
Arizona
$5.02K -$17.4K -1,049 -78%
GI
139
GAMMA Investing
California
$4.03K -$547 -33 -12%
TIM
140
Tortoise Investment Management
New York
$3.34K +$3.34K +201 New
RIL
141
Rothschild Investment LLC
Illinois
$2.49K +$829 +50 +50%
S
142
SignatureFD
Georgia
$2.14K +$1.18K +71 +122%
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$1.28K -$4.69K -283 -79%
C
144
Covestor
United Kingdom
$1K -$1.29K -49 -56%
TWD
145
True Wealth Design
Ohio
$846 +$232 +14 +38%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$746
AssetMark Inc
147
AssetMark Inc
California
$663 +$663 +40 New
PWA
148
Physician Wealth Advisors
Utah
$647 +$647 +39 New
PFBT
149
Parkside Financial Bank & Trust
Missouri
$581 +$581 +35 New
CA
150
Clearstead Advisors
Ohio
$498 +$498 +30 New