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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
HWA
1051
HHM Wealth Advisors
Tennessee
$1.45K +$1.55K +18 New
AIC
1052
Archer Investment Corporation
Indiana
$1.21K
CAC
1053
Core Alternative Capital
Georgia
$1.21K
RAM
1054
Riggs Asset Management
Pennsylvania
$1.13K
WW
1055
Winnow Wealth
Texas
$1K +$1.12K +13 New
TFA
1056
Transamerica Financial Advisors
Florida
$1K
CI
1057
Clal Insurance
Israel
$1K +$1.03K +12 New
PIS
1058
POM Investment Strategies
North Carolina
$969
CSWM
1059
Cassady Schiller Wealth Management
Ohio
$969 +$1.03K +12 New
PWA
1060
Principia Wealth Advisory
Texas
$969 +$1.03K +12 New
MAS
1061
MPWM Advisory Solutions
Georgia
$888 +$947 +11 New
RTC
1062
Riverview Trust Company
Washington
$727
VHAM
1063
Van Hulzen Asset Management
California
$727 +$775 +9 New
NL
1064
NVWM LLC
Pennsylvania
$646
CAWM
1065
Capital A Wealth Management
Pennsylvania
$646 +$689 +8 New
T
1066
Transce3nd
Texas
$565 +$603 +7 New
PWM
1067
Parkworth Wealth Management
California
$485 +$517 +6 New
ACA
1068
Atlas Capital Advisors
Wyoming
$484
WA
1069
WestEnd Advisors
North Carolina
$404 +$86 +1 +25%
Parallax Volatility Advisers
1070
Parallax Volatility Advisers
California
$323 +$344 +4 New
SWA
1071
SOA Wealth Advisors
New York
$264
HFM
1072
Hartford Financial Management
Connecticut
$162
SC
1073
SouthState Corp
Florida
$162
AWM
1074
Activest Wealth Management
Florida
$81 +$86 +1 New
FCM
1075
Fernbridge Capital Management
California
-$108M -1,286,173 Closed