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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
FMP
976
Financial Management Professionals
Texas
$9K +$1.34K +17 +18%
SWM
977
Spire Wealth Management
Virginia
$8.88K -$5.92K -75 -41%
BHWM
978
Beaird Harris Wealth Management
Texas
$8.88K
CI
979
Cordant Inc
Oregon
$8.29K
RTL
980
Red Tortoise LLC
Georgia
$8.23K
NBT
981
Northwest Bank & Trust
Iowa
$8.21K
AWM
982
Abound Wealth Management
Tennessee
$8.13K +$1.5K +19 +24%
CFO
983
CVA Family Office
Colorado
$8.12K +$3.47K +44 +83%
DJSG
984
D.J. St. Germain
Massachusetts
$8.04K
AW
985
Avion Wealth
Texas
$8K -$79 -1 -1%
LWCFA
986
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.86K -$869 -11 -11%
CJH
987
Christopher J. Hasenberg
Wisconsin
$7.65K
TC
988
Trust Company
Kansas
$7.45K -$35.4K -448 -83%
WBC
989
West Branch Capital
Massachusetts
$7.12K
CAL
990
Capital Advisors Ltd
Ohio
$7K +$947 +12 +16%
WWP
991
WR Wealth Planners
Missouri
$6.87K
KWAG
992
Kiely Wealth Advisory Group
North Carolina
$6.77K
AF
993
Aviso Financial
Ontario, Canada
$6.7K
FFO
994
Fortitude Family Office
Arizona
$6.7K
RCM
995
Raleigh Capital Management
North Carolina
$6.7K
TC
996
Truvestments Capital
Florida
$6.28K +$5.92K +75 New
DCM
997
Davis Capital Management
Florida
$5.66K +$79 +1 +1%
VAMG
998
Voisard Asset Management Group
Michigan
$5.53K
NIC
999
Northwest Investment Counselors
Oregon
$5.53K +$5.21K +66 New
PCTC
1000
Perkins Coie Trust Company
Washington
$5.44K

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.