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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
OIA
501
OneDigital Investment Advisors
Kansas
$245K
HI
502
Harbour Investments
Wisconsin
$244K
JE
503
Jacobs Equity
Utah
$239K
AWM
504
Axxcess Wealth Management
California
$237K
National Bank of Canada
505
National Bank of Canada
Quebec, Canada
$236K
NWAG
506
Net Worth Advisory Group
Utah
$234K
NAM
507
NorthCrest Asset Manangement
Minnesota
$234K
JWA
508
JFS Wealth Advisors
Pennsylvania
$233K
BRWA
509
B. Riley Wealth Advisors
Florida
$232K
EWA
510
EverSource Wealth Advisors
Alabama
$226K
HCA
511
Harbour Capital Advisors
Virginia
$225K
CCA
512
Checchi Capital Advisers
California
$224K
VSQM
513
V-Square Quantitative Management
Illinois
$223K
HWA
514
Heartwood Wealth Advisors
Virginia
$223K
PFS
515
Prospera Financial Services
Texas
$221K
KFC
516
Klingenstein Fields & Co
New York
$221K
Envestnet Portfolio Solutions
517
Envestnet Portfolio Solutions
Illinois
$219K
PCTC
518
Perkins Coie Trust Company
Washington
$218K
PA
519
Profund Advisors
Maryland
$215K
HPM
520
Hudson Portfolio Management
New York
$212K
DE
521
Diversified Enterprises
Delaware
$208K
CAG
522
Csenge Advisory Group
Florida
$208K
LNWTC
523
Laird Norton Wetherby Trust Company
Washington
$204K
UM
524
UniSuper Management
Australia
$204K
WWC
525
Waypoint Wealth Counsel
Georgia
$201K