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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 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+8
Holders Change %
+0.79%
% 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
85
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 %
TC
951
Truvestments Capital
Florida
$6.11K – – –
IHWM
952
Iron Horse Wealth Management
Iowa
$5.86K – – –
AWM
953
Abound Wealth Management
Tennessee
$5.46K – – –
MAWAG
954
Mid-American Wealth Advisory Group
Missouri
$5.37K +$5.37K +66 New
AIC
955
Archer Investment Corporation
Indiana
$5.25K -$242 -3 -4%
FFA
956
Frazier Financial Advisors
Ohio
$5.13K – – –
LI
957
LRI Investments
Florida
$4.97K +$3.5K +43 +239%
OP
958
ORG Partners
Indiana
$4.77K +$4.77K +58 New
HI
959
Hoey Investments
Pennsylvania
$4.64K – – –
WA
960
Whipplewood Advisors
Colorado
$4.64K +$1.38K +17 +43%
CIAM
961
Caitong International Asset Management
Hong Kong
$4.56K +$4.56K +56 New
LFA
962
LGT Financial Advisors
Texas
$4.43K +$410 +5 +10%
PWA
963
Physician Wealth Advisors
Utah
$4.32K -$3.18K -39 -42%
PC
964
Promus Capital
Illinois
$4.15K – – –
ME
965
McIlrath & Eck
Washington
$4.07K – – –
MWA
966
Miller Wealth Advisors
Colorado
$4.07K – – –
CTB
967
Country Trust Bank
Illinois
$4.07K +$4.07K +50 New
AGWCA
968
Annis Gardner Whiting Capital Advisors
Florida
$3.99K – – –
HNW
969
High Note Wealth
Minnesota
$3.99K -$163 -2 -4%
BDPWM
970
Barnes Dennig Private Wealth Management
Ohio
$3.99K – – –
MSWM
971
Mowery & Schoenfeld Wealth Management
Illinois
$3.83K – – –
DPW
972
DiNuzzo Private Wealth
Pennsylvania
$3.75K +$407 +5 +12%
IWM
973
IMG Wealth Management
Florida
$3.66K +$3.66K +45 New
HWP
974
Highline Wealth Partners
California
$3.58K +$2.77K +34 +340%
WOC
975
West Oak Capital
California
$3.5K -$8.39K -10,300 -71%
37 38
39
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