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Fidelity National Financial

721 hedge funds and large institutions have $12.4B invested in Fidelity National Financial in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 238 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 68

4% more funds holding

Funds holding: 690721 (+31)

0.78% more ownership

Funds ownership: 80.03%80.81% (+0.78%)

5% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 251

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.14B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

66% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $31.9M

Holders
721
Holders Change
+31
Holders Change %
+4.49%
% of All Funds
9.5%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
108
Increased
238
Reduced
251
Closed
68
Calls
$10.8M
Puts
$31.9M
Net Calls
-$21.1M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
701
Whipplewood Advisors
Colorado
$674 +$723 +12 New
1IA
702
1620 Investment Advisors
Massachusetts
$670
SIS
703
Sound Income Strategies
Florida
$565 -$903 -15 -60%
MCM
704
MV Capital Management
Maryland
$506 +$181 +3 +50%
QC
705
Quent Capital
New York
$505 +$542 +9 New
AF
706
Advisornet Financial
Minnesota
$449 -$60 -1 -11%
PWA
707
Principia Wealth Advisory
Texas
$449 +$482 +8 New
PMFA
708
Plante Moran Financial Advisors
Michigan
$393
HI
709
Horizon Investments
North Carolina
$337 -$3.31K -55 -90%
CIA
710
Cape Investment Advisory
Georgia
$337 +$120 +2 +50%
NMG
711
New Millennium Group
Utah
$337 +$361 +6 New
CAWM
712
Capital A Wealth Management
Pennsylvania
$281 +$301 +5 New
NC
713
NewSquare Capital
Pennsylvania
$281 +$301 +5 New
BL
714
BFSG LLC
California
$225 +$241 +4 New
CIR
715
Clear Investment Research
Georgia
$220
HWA
716
HHM Wealth Advisors
Tennessee
$169 +$181 +3 New
FG
717
Fairman Group
Pennsylvania
$168 -$241 -4 -57%
SFA
718
Semmax Financial Advisors
North Carolina
$146 -$3.67K -61 -95%
WBC
719
West Branch Capital
Massachusetts
$113
RIL
720
Rothschild Investment LLC
Illinois
$112 -$181 -3 -60%
CSWM
721
Cassady Schiller Wealth Management
Ohio
$112 +$120 +2 New
TGA
722
TPG GP A
Texas
-$107M -1,725,955 Closed
BGC
723
Blue Grotto Capital
Georgia
-$18M -290,421 Closed
GSP
724
Grafton Street Partners
Florida
-$14M -225,896 Closed
Marshall Wace
725
Marshall Wace
United Kingdom
-$10.6M -170,437 Closed

FNF Hedge Fund Activity: Q4 2024 in Review

721 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q4 2024, worth a combined $12.4B — down 8.4% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new FNF positions and 68 closed out — a net gain of 40 holders — while 238 added to existing stakes and 251 trimmed.

The largest buyer was Invesco, adding an estimated $46.1M. The largest seller was TPG GP A, exiting entirely with an estimated $107M sold.

  • 721 institutional investors held Fidelity National Financial (FNF) as of Q4 2024, up from 690 in Q3 2024.
  • Funds reported $12.4B of Fidelity National Financial stock for Q4 2024, down 8.4% quarter-over-quarter.
  • 108 funds opened new Fidelity National Financial positions in Q4 2024 and 68 closed out, a net change of +40 holders.
  • The largest Fidelity National Financial buyer in Q4 2024 was Invesco, an estimated $46.1M added.
  • The largest Fidelity National Financial seller in Q4 2024 was TPG GP A, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2024.