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
MWA
1026
Miller Wealth Advisors
Colorado
$4.04K
WAG
1027
Wiser Advisor Group
Arizona
$3.72K
RCM
1028
Raleigh Capital Management
North Carolina
$3.63K -$3.01K -35 -44%
AFG
1029
Albion Financial Group
Utah
$3.47K +$1.55K +18 +72%
FG
1030
Fairman Group
Pennsylvania
$3.23K
DWM
1031
Darwin Wealth Management
Florida
$2.83K -$58.8K -683 -95%
DPW
1032
DiNuzzo Private Wealth
Pennsylvania
$2.67K +$258 +3 +10%
HWP
1033
Highline Wealth Partners
California
$2.67K +$1.21K +14 +74%
AF
1034
Advisornet Financial
Minnesota
$2.58K -$24.5K -284 -90%
SIC
1035
SJS Investment Consulting
Ohio
$2.58K -$86 -1 -3%
GSWM
1036
Golden State Wealth Management
California
$2.5K +$2.67K +31 New
JFG
1037
JDM Financial Group
Texas
$2.42K +$2.58K +30 New
CYG
1038
Clean Yield Group
Vermont
$2.34K -$1.98K -23 -44%
BCMLT
1039
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K
PPC
1040
Park Place Capital
Alabama
$2.26K
CWP
1041
Clark Wealth Partners
Illinois
$2.26K +$2.41K +28 New
ANBT
1042
American National Bank & Trust
Texas
$2.1K +$2.24K +26 New
CWC
1043
Carolinas Wealth Consulting
North Carolina
$2.02K
WA
1044
WPG Advisers
Maryland
$2.02K +$2.15K +25 New
BIA
1045
Bell Investment Advisors
California
$1.94K
AG
1046
AmeriFlex Group
Nevada
$1.87K +$1.98K +23 New
SWM
1047
Spire Wealth Management
Virginia
$1.75K -$7.23K -84 -79%
NC
1048
NewSquare Capital
Pennsylvania
$1.61K +$1.72K +20 New
TFM
1049
TFC Financial Management
Massachusetts
$1.45K
BFPW
1050
BOK Financial Private Wealth
Colorado
$1.45K +$1.55K +18 New