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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
MWM
801
MBE Wealth Management
Wisconsin
$243K -$1.21K -14 -0.5%
MWM
802
Modera Wealth Management
New Jersey
$242K +$11.8K +137 +5%
GF
803
Gries Financial
Ohio
$241K -$861 -10 -0.3%
CGL
804
Clarius Group LLC
Washington
$241K +$86 +1 +0%
OTL
805
Oak Thistle LLC
New York
$239K -$286K -3,317 -53%
CWS
806
Cypress Wealth Services
California
$239K -$603 -7 -0.2%
BBWP
807
Beacon Bridge Wealth Partners
Pennsylvania
$238K
KWM
808
Kingsview Wealth Management
Oregon
$237K +$7.58K +88 +3%
HH
809
Hilltop Holdings
Texas
$235K -$20.8K -242 -8%
SWK
810
Stephen W. Kidder
$234K
MWA
811
Meridian Wealth Advisors
Texas
$232K -$12.1K -141 -5%
BFS
812
Bradley Foster & Sargent
Connecticut
$232K +$11K +128 +5%
OPA
813
Old Port Advisors
Maine
$232K +$11.6K +135 +5%
WPC
814
Wedmont Private Capital
Pennsylvania
$232K +$16.4K +191 +7%
I2I
815
Insight 2811 Inc
Illinois
$231K
UB
816
UMB Bank
Missouri
$228K +$12.4K +144 +5%
ESB
817
Essex Savings Bank
Connecticut
$227K +$9.56K +111 +4%
CG
818
Clifford Group
Massachusetts
$226K +$241K +2,801 New
WS
819
Wedbush Securities
California
$224K +$239K +2,770 New
RCA
820
Resonant Capital Advisors
Wisconsin
$223K +$16.4K +190 +7%
PWM
821
Perigon Wealth Management
California
$222K -$85.8K -996 -26%
IWM
822
IHT Wealth Management
Illinois
$221K -$204K -2,364 -46%
QWP
823
Quotient Wealth Partners
Texas
$220K +$431 +5 +0.2%
AWAG
824
ARS Wealth Advisors Group
Florida
$219K
GAM
825
Gotham Asset Management
New York
$218K +$14.1K +164 +6%

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.