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Fidelity National Information Services

1,050 hedge funds and large institutions have $43.2B invested in Fidelity National Information Services in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 345 increasing their positions, 430 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 85

36% more call options, than puts

Call options by funds: $249M | Put options by funds: $184M

9% more capital invested

Capital invested by funds: $39.5B → $43.2B (+$3.68B)

3% more funds holding

Funds holding: 1,0171,050 (+33)

0.21% more ownership

Funds ownership: 94.21%94.42% (+0.21%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

20% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 430

Holders
1,050
Holders Change
+33
Holders Change %
+3.24%
% of All Funds
15.08%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
127
Increased
345
Reduced
430
Closed
85
Calls
$249M
Puts
$184M
Net Calls
+$65.4M
Net Calls Change
-$67.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
826
ARQ Wealth Advisors
Arizona
$206K +$197K +2,500 New
BCWM
827
Bartlett & Co Wealth Management
Ohio
$206K -$790 -10 -0.4%
CWM
828
CarsonAllaria Wealth Management
Illinois
$206K -$16.8K -213 -8%
HSA
829
HBK Sorce Advisory
Pennsylvania
$204K +$192K +2,431 New
CA
830
Carson Advisory
Georgia
$202K +$190K +2,407 New
CG
831
Cynosure Group
Utah
$202K +$190K +2,406 New
CW
832
CreativeOne Wealth
Kansas
$201K -$133K -1,685 -41%
MCM
833
Manchester Capital Management
Vermont
$201K +$9.95K +126 +6%
AWM
834
Axxcess Wealth Management
California
$200K -$45.6K -578 -19%
SOS
835
Silver Oak Securities
Tennessee
$200K +$194K +2,459 New
PFBT
836
Parkside Financial Bank & Trust
Missouri
$199K +$711 +9 +0.4%
OWP
837
ORG Wealth Partners
Texas
$197K +$186K +2,352 New
Capstone Investment Advisors
838
Capstone Investment Advisors
New York
$196K +$185K +2,344 New
SOW
839
State of Wyoming
Wyoming
$196K +$109K +1,379 +144%
PPWM
840
PFG Private Wealth Management
Florida
$195K -$4.18K -53 -2%
FHA
841
First Horizon Advisors
Tennessee
$193K +$6.87K +87 +4%
NEI
842
Northwest & Ethical Investments
Ontario, Canada
$193K +$39.5K +500 +28%
AF
843
Allworth Financial
California
$187K +$16.6K +210 +10%
CFG
844
CKW Financial Group
Hawaii
$176K
NS
845
NBC Securities
Alabama
$175K -$869 -11 -0.5%
CB
846
Community Bank
New York
$168K
BLC
847
Brown, Lisle/Cummings
Rhode Island
$163K
SAM
848
Smartleaf Asset Management
Massachusetts
$159K +$83.8K +1,061 +125%
CF
849
Centaurus Financial
California
$158K -$32.4K -410 -18%
CH
850
Cromwell Holdings
Wyoming
$156K

FIS Hedge Fund Activity: Q3 2024 in Review

1,050 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q3 2024, worth a combined $43.2B — up 9.3% from $39.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new FIS positions and 85 closed out — a net gain of 42 holders — while 345 added to existing stakes and 430 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $405M. The largest seller was BlackRock, cutting an estimated $270M.

  • 1,050 institutional investors held Fidelity National Information Services (FIS) as of Q3 2024, up from 1,017 in Q2 2024.
  • Funds reported $43.2B of Fidelity National Information Services stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 127 funds opened new Fidelity National Information Services positions in Q3 2024 and 85 closed out, a net change of +42 holders.
  • The largest Fidelity National Information Services buyer in Q3 2024 was JP Morgan Chase, an estimated $405M added.
  • The largest Fidelity National Information Services seller in Q3 2024 was BlackRock, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.