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Fidelity National Financial

765 hedge funds and large institutions have $12B invested in Fidelity National Financial in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 235 increasing their positions, 274 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $13.1B → $12B (-$1.18B)

14% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 274

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.41M
Puts
$1.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
676
Flagship Wealth Advisors
Massachusetts
$10.7K
TIM
677
Thompson Investment Management
Wisconsin
$10.1K
BWL
678
Bogart Wealth LLC
Virginia
$9.82K
PFBT
679
Parkside Financial Bank & Trust
Missouri
$9.61K
RWS
680
Retirement Wealth Solutions
Wisconsin
$9.48K
BBHC
681
Brown Brothers Harriman & Co
New York
$9.06K
GAAM
682
Guinness Atkinson Asset Management
California
$8.1K
CIAS
683
CBIZ Investment Advisory Services
Ohio
$8.08K
AGWCA
684
Annis Gardner Whiting Capital Advisors
Florida
$8.03K
FFO
685
Fortitude Family Office
Arizona
$7.97K
OSNBOA
686
Old Second National Bank of Aurora
Illinois
$7.53K
KCM
687
Key Capital Management
Tennessee
$7.53K
SL
688
Salomon & Ludwin
Virginia
$7.52K
WWA
689
Wealth Watch Advisors
Colorado
$7.37K
PWA
690
Physician Wealth Advisors
Utah
$6.66K
NS
691
NBC Securities
Alabama
$6.39K
APW
692
Aventura Private Wealth
Florida
$5.9K
PWMG
693
Private Wealth Management Group
New Jersey
$5.79K
HNW
694
High Note Wealth
Minnesota
$5.79K
CAM
695
Costello Asset Management
Pennsylvania
$5.46K
CG
696
Curat Global
New Hampshire
$5.46K
JGCM
697
Joseph Group Capital Management
Ohio
$5.46K
LI
698
LRI Investments
Florida
$5.13K
NSG
699
Nalls Sherbakoff Group
Tennessee
$5.08K
SJIM
700
St. Johns Investment Management
Florida
$4.91K