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Fidelity National Information Services

1,036 hedge funds and large institutions have $42.3B invested in Fidelity National Information Services in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 410 increasing their positions, 360 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $260M | Put options by funds: $183M

33% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 87

14% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 360

9% more capital invested

Capital invested by funds: $38.7B → $42.3B (+$3.6B)

1.37% more ownership

Funds ownership: 97.87%99.24% (+1.4%)

1% more funds holding

Funds holding: 1,0251,036 (+11)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
1,036
Holders Change
+11
Holders Change %
+1.07%
% of All Funds
13.64%
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
410
Reduced
360
Closed
87
Calls
$260M
Puts
$183M
Net Calls
+$77.7M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1001
Clearstead Trust
Maine
$2.61K +$2.49K +32 New
JFG
1002
JDM Financial Group
Texas
$2.44K
NFSG
1003
Newbridge Financial Services Group
Florida
$2.44K +$2.33K +30 New
BCMLT
1004
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.37K
PPC
1005
Park Place Capital
Alabama
$2.31K
BHWM
1006
Bay Harbor Wealth Management
Maryland
$2.04K +$934 +12 +92%
SIC
1007
SJS Investment Consulting
Ohio
$1.87K -$934 -12 -34%
PWA
1008
Principia Wealth Advisory
Texas
$1.87K +$934 +12 +109%
CIAS
1009
CBIZ Investment Advisory Services
Ohio
$1.87K +$1.25K +16 +229%
TCA
1010
Trifecta Capital Advisors
Illinois
$1.71K
EPW
1011
Evergreen Private Wealth
Colorado
$1.71K +$1.63K +21 New
AFG
1012
Albion Financial Group
Utah
$1.47K
TFM
1013
TFC Financial Management
Massachusetts
$1.47K
HIA
1014
HFM Investment Advisors
New Jersey
$1.47K +$1.01K +13 +260%
TIM
1015
Tortoise Investment Management
New York
$1.3K +$1.25K +16 New
KG
1016
Kilter Group
New York
$1.22K +$1.17K +15 New
CAC
1017
Core Alternative Capital
Georgia
$1.22K
RS
1018
Rakuten Securities
Japan
$1.14K -$11.4K -146 -91%
ACA
1019
American Capital Advisory
Idaho
$1.06K +$1.01K +13 New
BHWM
1020
Beaird Harris Wealth Management
Texas
$1.06K +$1.01K +13 New
PWM
1021
Parkworth Wealth Management
California
$1.06K +$545 +7 +117%
T
1022
Tidemark
California
$982 +$934 +12 New
WA
1023
WestEnd Advisors
North Carolina
$977 -$311 -4 -25%
Kayne Anderson Rudnick Investment Management
1024
Kayne Anderson Rudnick Investment Management
California
$896 +$856 +11 New
SC
1025
Stephens Consulting
Michigan
$896 +$856 +11 New

FIS Hedge Fund Activity: Q2 2025 in Review

1,036 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q2 2025, worth a combined $42.3B — up 9.3% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new FIS positions and 87 closed out — a net gain of 29 holders — while 410 added to existing stakes and 360 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.39B. The largest seller was Citadel Advisors, cutting an estimated $203M.

  • 1,036 institutional investors held Fidelity National Information Services (FIS) as of Q2 2025, up from 1,025 in Q1 2025.
  • Funds reported $42.3B of Fidelity National Information Services stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 116 funds opened new Fidelity National Information Services positions in Q2 2025 and 87 closed out, a net change of +29 holders.
  • The largest Fidelity National Information Services buyer in Q2 2025 was JP Morgan Chase, an estimated $1.39B added.
  • The largest Fidelity National Information Services seller in Q2 2025 was Citadel Advisors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2025.