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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
PS
776
Principal Securities
Iowa
EFS
777
Essex Financial Services
Connecticut
Rafferty Asset Management
778
Rafferty Asset Management
New York
PA
779
Probity Advisors
Texas
IWP
780
Innova Wealth Partners
Pennsylvania
APWA
781
Atlas Private Wealth Advisors
New Jersey
PCM
782
Prelude Capital Management
New York
Vontobel Holding
783
Vontobel Holding
Switzerland
SAI
784
Savvy Advisors Inc
New York
CCA
785
Childress Capital Advisors
Texas
IQI
786
Integrated Quantitative Investments
Washington
SWP
787
Sagespring Wealth Partners
Tennessee
ClearBridge Investments
788
ClearBridge Investments
New York
RWM
789
Ritholtz Wealth Management
New York
WIA
790
World Investment Advisors
California
SC
791
Stephenson & Company
California
KCP
792
Kera Capital Partners
California
GS
793
GWN Securities
Florida
RFN
794
RDA Financial Network
Iowa
KFS
795
Kaizen Financial Strategies
California
AWA
796
Arkadios Wealth Advisors
Georgia
WAP
797
Wealthcare Advisory Partners
Pennsylvania
BAAM
798
Baker Avenue Asset Management
California
AT
799
Adelphi Trust
Florida
DA
800
Dash Acquisitions
California