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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
EH
751
Equitable Holdings
New York
$283K -$19.5K -227 -6%
MSWM
752
McGlone Suttner Wealth Management
Wisconsin
$282K -$13.7K -159 -4%
C
753
Covestor
United Kingdom
$282K +$5.6K +65 +2%
BCWM
754
Bartlett & Co Wealth Management
Ohio
$279K +$85.9K +998 +41%
FFN
755
Focus Financial Network
Minnesota
$279K
SMA
756
Sage Mountain Advisors
Georgia
$279K -$173K -2,011 -37%
AGP
757
Aspire Growth Partners
Florida
$278K +$297K +3,447 New
CNBOF
758
City National Bank of Florida
Florida
$277K +$296K +3,434 New
SW
759
Simplicity Wealth
New Jersey
$277K +$296K +3,434 New
MW
760
Maia Wealth
Colorado
$275K -$46.6K -541 -14%
CA
761
Commerzbank Aktiengesellschaft
Germany
$275K +$293K +3,401 New
CFM
762
Catalyst Funds Management
Australia
$275K -$1.75M -20,300 -86%
GA
763
Geller Advisors
New York
$273K -$6.63K -77 -2%
V
764
ViaWealth
Kansas
$272K -$21.3K -247 -7%
JFG
765
JMG Financial Group
Illinois
$272K
CA
766
Continuum Advisory
Idaho
$272K +$15.6K +181 +6%
CI
767
Conning Inc
Connecticut
$271K -$16K -186 -5%
AIP
768
Almanack Investment Partners
Pennsylvania
$270K
TCM
769
Teza Capital Management
Illinois
$269K +$23K +267 +9%
CNBT
770
Canandaigua National Bank & Trust
New York
$268K -$86.3K -1,002 -23%
EWM
771
Empirical Wealth Management
Washington
$267K +$284K +3,303 New
KOMWMG
772
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$266K +$86 +1 +0%
SF
773
Summit Financial
New Jersey
$266K -$44.9K -522 -14%
CWP
774
Cyndeo Wealth Partners
Florida
$266K +$431 +5 +0.2%
AWA
775
Aaron Wealth Advisors
Illinois
$266K +$53.8K +625 +23%

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.