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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
PA
451
Pinnacle Associates
New York
$317K
VA
452
Vident Advisory
Georgia
$317K
KRSITF
453
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$317K
ECA
454
Elevated Capital Advisors
Utah
$312K
PWMAG
455
Pinnacle Wealth Management Advisory Group
New Jersey
$312K
LCWP
456
Legacy Capital Wealth Partners
Arkansas
$311K
ALAM
457
Asahi Life Asset Management
Japan
$311K
CW
458
CreativeOne Wealth
Kansas
$306K
QCM
459
QRG Capital Management
Illinois
$304K
MA
460
Montag & Associates
Georgia
$301K
Calamos Advisors
461
Calamos Advisors
Illinois
$300K
CWM
462
Calamos Wealth Management
Illinois
$300K
RS
463
R Squared
Hong Kong
$298K
CB
464
Commerce Bank
Missouri
$296K
ECM
465
Estabrook Capital Management
New York
$294K
ESB
466
Essex Savings Bank
Connecticut
$293K
PWM
467
Perigon Wealth Management
California
$292K
GC
468
Gilbert & Cook
Iowa
$291K
VT
469
Vise Technologies
New York
$290K
HCM
470
Horrell Capital Management
Arkansas
$288K
TC
471
TwinBeech Capital
New York
$288K
TC
472
Trilogy Capital
California
$287K
SCA
473
Stokes Capital Advisors
South Carolina
$285K
KAS
474
KPP Advisory Services
Kentucky
$282K
ANBT
475
American National Bank & Trust
Texas
$281K