We are live on ! Find out more
FIS icon

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
LWCFA
1001
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.06K
CAL
1002
Capital Advisors Ltd
Ohio
$7K
MWA
1003
Medallion Wealth Advisors
Connecticut
$6.87K +$7.92K +92 New
WBC
1004
West Branch Capital
Massachusetts
$6.87K
MFG
1005
Menard Financial Group
Texas
$6.62K +$7.06K +82 New
FFO
1006
Fortitude Family Office
Arizona
$6.46K
KWAG
1007
Kiely Wealth Advisory Group
North Carolina
$6.37K
S
1008
Sachetta
Massachusetts
$6.22K -$3.27K -38 -33%
GA
1009
GoalVest Advisory
New York
$6.22K +$6.63K +77 New
TC
1010
Truvestments Capital
Florida
$6.06K
SO
1011
Sierra Ocean
California
$6.06K +$6.46K +75 New
VWM
1012
Vermillion Wealth Management
Minnesota
$5.68K +$6.03K +70 New
DCM
1013
Davis Capital Management
Florida
$5.49K
PCTC
1014
Perkins Coie Trust Company
Washington
$5.25K
FPF
1015
First Pacific Financial
Washington
$5.09K +$5.42K +63 New
FFA
1016
Frazier Financial Advisors
Ohio
$5.08K
AGWCA
1017
Annis Gardner Whiting Capital Advisors
Florida
$4.85K -$258 -3 -5%
HI
1018
Hoey Investments
Pennsylvania
$4.6K
WA
1019
Whipplewood Advisors
Colorado
$4.44K +$4.74K +55 New
MSWM
1020
Mowery & Schoenfeld Wealth Management
Illinois
$4.36K +$4.65K +54 New
CPG
1021
Cornerstone Planning Group
New Jersey
$4.14K +$431 +5 +11%
HNW
1022
High Note Wealth
Minnesota
$4.12K +$4.39K +51 New
PC
1023
Promus Capital
Illinois
$4.12K +$4.39K +51 New
MAM
1024
Morse Asset Management
Connecticut
$4.04K -$34K -395 -89%
ME
1025
McIlrath & Eck
Washington
$4.04K