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Fidelity National Information Services

1,074 hedge funds and large institutions have $41.1B invested in Fidelity National Information Services in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 364 increasing their positions, 424 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 96

28% more call options, than puts

Call options by funds: $205M | Put options by funds: $159M

2% more funds holding

Funds holding: 1,0501,074 (+24)

0.08% more ownership

Funds ownership: 94.42%94.5% (+0.08%)

5% less capital invested

Capital invested by funds: $43.2B → $41.1B (-$2.07B)

14% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 424

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,074
Holders Change
+24
Holders Change %
+2.29%
% of All Funds
14.15%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.2%
New
135
Increased
364
Reduced
424
Closed
96
Calls
$205M
Puts
$159M
Net Calls
+$45.4M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
376
Insight Wealth Strategies
California
$2.35M -$177K -2,055 -7%
Wolverine Trading
377
Wolverine Trading
Illinois
$2.34M +$903K +10,485 +56%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$2.34M -$146K -1,700 -6%
SAM
379
Securian Asset Management
Minnesota
$2.34M -$107K -1,240 -4%
CAMG
380
CWA Asset Management Group
Florida
$2.33M +$2.11M +24,534 +567%
PGAM
381
Princeton Global Asset Management
New Jersey
$2.31M +$2.47M +28,637 New
UCFA
382
United Capital Financial Advisors
Texas
$2.3M +$2.41K +28 +0.1%
IGAM
383
iA Global Asset Management
Quebec, Canada
$2.24M +$404K +4,686 +20%
WP
384
WealthShield Partners
North Carolina
$2.22M +$509K +5,913 +27%
AAS
385
Annex Advisory Services
Wisconsin
$2.19M -$434K -5,036 -16%
TAM
386
Tocqueville Asset Management
New York
$2.18M +$164K +1,902 +8%
HCM
387
Horrell Capital Management
Arkansas
$2.15M +$6.54K +76 +0.3%
EGM
388
Engineers Gate Manager
New York
$2.15M +$1.32M +15,303 +135%
O
389
Ossiam
France
$2.14M -$3.46M -40,207 -60%
MFG
390
Merit Financial Group
Georgia
$2.14M +$508K +5,902 +29%
BF
391
BOK Financial
Oklahoma
$2.13M +$45.1K +524 +2%
JFG
392
Jefferies Financial Group
New York
$2.13M +$2.27M +26,377 New
GIA
393
GHP Investment Advisors
Colorado
$2.12M +$51.9K +603 +2%
AA
394
ALPS Advisors
Colorado
$2.11M +$75.3K +874 +3%
NMERB
395
New Mexico Educational Retirement Board
New Mexico
$2.1M -$103K -1,200 -4%
CG
396
Caprock Group
Idaho
$2.1M -$52.5K -610 -2%
NAM
397
NorthCrest Asset Manangement
Minnesota
$2.09M -$31.1K -361 -1%
BHPW
398
Beverly Hills Private Wealth
California
$2.09M -$69.1K -802 -3%
SFA
399
Semmax Financial Advisors
North Carolina
$2.09M +$11.9K +138 +0.5%
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$2.06M +$49.7K +577 +2%

FIS Hedge Fund Activity: Q4 2024 in Review

1,074 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q4 2024, worth a combined $41.1B — down 4.8% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new FIS positions and 96 closed out — a net gain of 39 holders — while 364 added to existing stakes and 424 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $929M. The largest seller was Dodge & Cox, cutting an estimated $581M.

  • 1,074 institutional investors held Fidelity National Information Services (FIS) as of Q4 2024, up from 1,050 in Q3 2024.
  • Funds reported $41.1B of Fidelity National Information Services stock for Q4 2024, down 4.8% quarter-over-quarter.
  • 135 funds opened new Fidelity National Information Services positions in Q4 2024 and 96 closed out, a net change of +39 holders.
  • The largest Fidelity National Information Services buyer in Q4 2024 was JP Morgan Chase, an estimated $929M added.
  • The largest Fidelity National Information Services seller in Q4 2024 was Dodge & Cox, an estimated $581M sold.

Based on aggregated 13F filings for Q4 2024.