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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
CWM
651
Congress Wealth Management
Massachusetts
$453K -$7.84K -91 -2%
CI
652
Cigna Investments
Connecticut
$449K -$22.5K -261 -4%
HR
653
Hardy Reed
Mississippi
$449K
ASN
654
Advisory Services Network
Georgia
$446K -$348K -4,043 -42%
MOS
655
MGO One Seven
Ohio
$446K -$84K -975 -15%
CI
656
CX Institutional
Indiana
$442K +$90.8K +1,055 +24%
WANY
657
Wealthspire Advisors (New York)
New York
$439K +$56.7K +658 +14%
AAM
658
AR Asset Management
California
$433K
IFG
659
Independent Financial Group
California
$431K -$33.8K -393 -7%
BS
660
Banco Santander
Spain
$427K +$183K +2,123 +67%
IA
661
IFP Advisors
Florida
$425K +$23.3K +271 +5%
AIP
662
Ameritas Investment Partners
Nebraska
$424K -$24.1K -280 -5%
AIA
663
AssuredPartners Investment Advisors
Florida
$420K +$448K +5,199 New
LF
664
LifePlan Financial
Minnesota
$417K -$444K -5,154 -50%
LC
665
Landaas & Company
Wisconsin
$417K
EW
666
Evoke Wealth
California
$413K +$8.7K +101 +2%
GVAG
667
Great Valley Advisor Group
Delaware
$406K -$7.41K -86 -2%
CRC
668
Curi RMB Capital
Illinois
$405K -$9.56K -111 -2%
EI
669
Ellevest Inc
New York
$404K -$34.8K -404 -7%
RCM
670
RB Capital Management
Nevada
$398K +$46K +534 +12%
MW
671
Marcum Wealth
Ohio
$396K -$4.05K -47 -0.9%
FRA
672
Frank Rimerman Advisors
California
$396K +$130K +1,508 +44%
TFCP
673
Twin Focus Capital Partners
Massachusetts
$393K -$8.18K -95 -2%
BTI
674
Blue Trust Inc
Georgia
$392K -$39.9K -463 -9%
MMG
675
Monetary Management Group
Missouri
$390K

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.