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Fidelity National Financial

717 hedge funds and large institutions have $12.3B invested in Fidelity National Financial in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 263 increasing their positions, 261 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-72
Holders Change %
-9.13%
% of All Funds
9.61%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
67
Increased
263
Reduced
261
Closed
124
Calls
$16.7M
Puts
$26.2M
Net Calls
-$9.49M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
501
Petrus Trust Company
Texas
$263K -$342K -6,094 -57%
PS
502
Principal Securities
Iowa
$262K -$258K -4,599 -50%
EMAM
503
Encompass More Asset Management
California
$261K +$261K +4,658 New
SVWAG
504
Sound View Wealth Advisors Group
Georgia
$261K +$4.77K +85 +2%
Vontobel Holding
505
Vontobel Holding
Switzerland
$260K +$260K +4,643 New
AAM
506
Augustine Asset Management
Florida
$256K -$6.56K -117 -2%
Rafferty Asset Management
507
Rafferty Asset Management
New York
$255K +$5.38K +96 +2%
HCA
508
Harbour Capital Advisors
Virginia
$255K
CFA
509
CWS Financial Advisors
Michigan
$254K +$254K +4,525 New
AWE
510
Avidian Wealth Enterprises
Texas
$253K -$15.6K -279 -6%
WT
511
Whittier Trust
California
$252K
BCG
512
BayBridge Capital Group
California
$252K +$24K +428 +11%
AI
513
Arvest Investments
Arkansas
$249K +$249K +4,450 New
BRWA
514
B. Riley Wealth Advisors
Florida
$248K +$248K +4,420 New
MWM
515
Modern Wealth Management
Kansas
$248K -$21.4K -382 -8%
UM
516
UniSuper Management
Australia
$247K -$33.6K -600 -12%
CWA
517
Centennial Wealth Advisory
Michigan
$243K -$125K -2,236 -34%
AIA
518
Affinity Investment Advisors
California
$238K +$238K +4,251 New
PA
519
Probity Advisors
Texas
$238K
SIC
520
Sterling Investment Counsel
New York
$232K -$359K -6,403 -61%
KFS
521
Kaizen Financial Strategies
California
$229K -$2.86K -51 -1%
ClearBridge Investments
522
ClearBridge Investments
New York
$228K
NAS
523
Nicolet Advisory Services
Wisconsin
$227K -$35.1K -621 -13%
SC
524
Stephenson & Company
California
$226K -$17.9K -320 -7%
IHWM
525
Iron Horse Wealth Management
Iowa
$219K +$5.05K +90 +2%