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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 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+7
Holders Change %
+0.69%
% 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
86
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 %
I2I
751
Insight 2811 Inc
Illinois
$233K – – –
PWM
752
Pines Wealth Management
North Carolina
$232K +$232K +2,841 New
CCA
753
Checchi Capital Advisers
California
$232K -$36.6K -449 -14%
MWM
754
Modera Wealth Management
New Jersey
$232K -$8.87K -109 -4%
BWM
755
Baron Wealth Management
Michigan
$229K -$14.8K -182 -6%
AFG
756
Allegheny Financial Group
Pennsylvania
$227K +$227K +2,784 New
PFM
757
Patton Fund Management
Texas
$226K +$226K +2,779 New
RAM
758
Redmond Asset Management
Virginia
$226K -$40.7K -500 -15%
EI
759
Ellevest Inc
New York
$226K +$226K +2,772 New
CP
760
Castleview Partners
Texas
$225K -$78.3K -962 -26%
RIS
761
Richmond Investment Services
Wisconsin
$223K +$223K +2,738 New
PPWP
762
Premier Path Wealth Partners
New Jersey
$222K +$222K +2,728 New
GS
763
GTS Securities
New York
$221K -$18.5K -227 -8%
AWAG
764
ARS Wealth Advisors Group
Florida
$220K – – –
OPA
765
Old Port Advisors
Maine
$220K -$6.11K -75 -3%
SWK
766
Stephen W. Kidder
$220K – – –
SFA
767
Souders Financial Advisors
Ohio
$220K +$220K +2,699 New
PWM
768
Perigon Wealth Management
California
$220K +$326 +4 +0.1%
ESB
769
Essex Savings Bank
Connecticut
$219K +$219K +2,695 New
MWM
770
MBE Wealth Management
Wisconsin
$219K – – –
CGL
771
Clarius Group LLC
Washington
$219K -$25.9K -318 -11%
AA
772
Alta Advisers
United Kingdom
$218K +$218K +2,673 New
LFA
773
Legacy Financial Advisors
Kentucky
$217K +$217K +2,660 New
RDWM
774
Red Door Wealth Management
Tennessee
$216K +$216K +2,648 New
NFGCM
775
Norman Fields Gottscho Capital Management
New York
$215K +$215K +2,640 New
29 30
31
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