Guru Ownership Trend
Guru Analysis for First American Financial Corporation (FAF)
First American Financial Corporation (FAF), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $358.2 M.
Top institutional holders include John Rogers and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $44.83 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 90.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 2.56% | Add 6.3% | 3,725,184 | $239.31 M | Q3 2025 | |
| 0.02% | Add 72.5% | 552,123 | $35.47 M | Q3 2025 | |
| 0.01% | Reduce -8.0% | 422,075 | $27.11 M | Q3 2025 | |
| 1.57% | Add 19.1% | 272,828 | $17.53 M | Q3 2025 | |
| 0.02% | Add 33.6% | 264,500 | $16.99 M | Q3 2025 | |
| 0.02% | New Buy | 194,945 | $12.52 M | Q3 2025 | |
| 0.01% | New Buy | 78,554 | $5.05 M | Q3 2025 | |
| 0.02% | Reduce -24.8% | 64,224 | $4.13 M | Q3 2025 | |
| 1.32% | Add 22.6% | 22,219 | $1.43 M | Q3 2025 | |
| 0.00% | Reduce -90.5% | 8,963 | $575,783 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for First American Financial Corporation (FAF)
Top Guru holders include John Rogers ($239.31 M), Cliff Asness ($35.47 M), Ken Fisher ($27.11 M). Collectively, tracked Gurus hold 5.61 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $44.83 M, with 7 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of FAF completely. Total sell value was $9.2 M.
Yes, 2 Gurus opened new positions in FAF, and 5 added to their existing holdings. Total buy value was $54.03 M.