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Fidelity National Financial

720 hedge funds and large institutions have $10.2B invested in Fidelity National Financial in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 259 increasing their positions, 255 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $12B → $10.2B (-$1.75B)

35% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 111

87% less call options, than puts

Call options by funds: $6.67M | Put options by funds: $50.6M

Holders
720
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.67M
Puts
$50.6M
Net Calls
Net Calls Change

Top Sellers

1 -$208M
2 -$89.3M
3 -$71.9M
4
UBS Group
UBS Group
Switzerland
-$30.1M
5
SP
SWS Partners
Ohio
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
326
Beacon Pointe Advisors
California
$855K
SAM
327
Silvercrest Asset Management
New York
$842K
CTA
328
Chesley Taft & Associates
Illinois
$828K
DTL
329
Dynamic Technology Lab
Singapore
$823K
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$818K
CGH
331
Crossmark Global Holdings
Texas
$814K
KAS
332
Kestra Advisory Services
Texas
$803K
AP
333
Americana Partners
Texas
$798K
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$797K
BIG
335
Brooklyn Investment Group
New York
$797K
FAMI
336
Fideuram Asset Management (Ireland)
$794K
IWC
337
Integrated Wealth Concepts
Massachusetts
$776K
ASN
338
Advisory Services Network
Georgia
$776K
SW
339
SteelPeak Wealth
California
$775K
KPWS
340
Kestra Private Wealth Services
Texas
$752K
IAA
341
Independent Advisor Alliance
North Carolina
$751K
LTAS
342
Linden Thomas Advisory Services
North Carolina
$749K
CT
343
ClearAlpha Technologies
Connecticut
$748K
I
344
INVST
Indiana
$738K
PAS
345
Park Avenue Securities
New York
$732K
AF
346
Avanza Fonder
Sweden
$720K
STA
347
Summit Trail Advisors
New York
$705K
JSW
348
Journey Strategic Wealth
New Jersey
$702K
TPCW
349
TD Private Client Wealth
New York
$701K
4WM
350
44 Wealth Management
Oregon
$690K