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Fidelity National Information Services
FIS

Overview Fund Activity

1,021 hedge funds and large institutions have $42.2B invested in Fidelity National Information Services in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
13.69%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
116
Increased
402
Reduced
355
Closed
85
Calls
$260M
Puts
$183M
Net Calls
+$77.7M
Net Calls Change
-$42.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
2
Boston Partners
Boston Partners
Massachusetts
+$91M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$86.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$84.1M
5
UBS AM
UBS AM
Illinois
+$69.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$212M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$205M
3
Fidelity International
Fidelity International
Bermuda
-$182M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
576
Ascent Group
Virginia
$551K +$283K +3,482 +106%
AFA
577
Avant Financial Advisors
Texas
$549K – – –
MFF
578
Michels Family Financial
Texas
$546K +$2.52K +31 +0.5%
BP
579
BBR Partners
New York
$546K -$407 -5 -0.1%
AI
580
AXS Investments
New York
$545K -$1.51M -18,567 -73%
LFM
581
LGT Fund Management
Liechtenstein
$543K -$250K -3,075 -32%
LWAM
582
Legacy Wealth Asset Management
Minnesota
$537K -$13K -160 -2%
EWA
583
EverSource Wealth Advisors
Alabama
$537K +$238K +2,920 +80%
FWA
584
FORM Wealth Advisors
Wisconsin
$533K +$3.75K +46 +0.7%
CC
585
Capital Counsel
New York
$527K – – –
BC
586
Burney Company
Virginia
$517K -$15.6K -192 -3%
CWM
587
Congress Wealth Management
Massachusetts
$517K +$60.2K +740 +13%
CI
588
CX Institutional
Indiana
$514K +$11.4K +140 +2%
CRC
589
Curi RMB Capital
Illinois
$513K +$50.1K +616 +11%
KFGK
590
Keystone Financial Group (Kentucky)
Kentucky
$512K -$1.14K -14 -0.2%
Jones Financial Companies
591
Jones Financial Companies
Missouri
$512K -$51.8K -641 -9%
TAM
592
Trust Asset Management
Texas
$510K – – –
AWM
593
Apollon Wealth Management
South Carolina
$503K +$90.1K +1,107 +22%
OA
594
Operose Advisors
Wisconsin
$502K – – –
IP
595
Isthmus Partners
Wisconsin
$501K +$257K +3,151 +105%
MIP
596
Marietta Investment Partners
Wisconsin
$499K – – –
MOS
597
MGO One Seven
Ohio
$498K +$9.12K +112 +2%
IFWM
598
Institute for Wealth Management
Colorado
$496K – – –
BS
599
Banco Santander
Spain
$490K – – –
LCS
600
Levin Capital Strategies
New York
$488K – – –
22 23
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