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
HOWA
1126
Heritage Oak Wealth Advisors
Florida
-$267K -3,189 Closed
NWWA
1127
New Wave Wealth Advisors
Arkansas
-$267K -3,189 Closed
BPA
1128
Beacon Pointe Advisors
California
-$258K -3,080 Closed
TSS
1129
Two Sigma Securities
New York
-$251K -3,000 Closed
CAM
1130
Cidel Asset Management
Ontario, Canada
-$241K -2,873 Closed
GLA
1131
Great Lakes Advisors
Illinois
-$230K -2,747 Closed
RS
1132
Retirement Solution
Washington
-$224K -2,676 Closed
APG
1133
Abacus Planning Group
South Carolina
-$211K -2,525 Closed
AWA
1134
ARQ Wealth Advisors
Arizona
-$206K -2,500 Closed
OAM
1135
Oxford Asset Management
United Kingdom
-$208K -2,487 Closed
CA
1136
Claro Advisors
Massachusetts
-$208K -2,478 Closed
SOS
1137
Silver Oak Securities
Tennessee
-$200K -2,459 Closed
HSA
1138
HBK Sorce Advisory
Pennsylvania
-$204K -2,431 Closed
CA
1139
Carson Advisory
Georgia
-$202K -2,407 Closed
CG
1140
Cynosure Group
Utah
-$202K -2,406 Closed
CW
1141
CreativeOne Wealth
Kansas
-$201K -2,405 Closed
AWM
1142
Axxcess Wealth Management
California
-$200K -2,392 Closed
NEI
1143
Northwest & Ethical Investments
Ontario, Canada
-$193K -2,300 Closed
NS
1144
NBC Securities
Alabama
-$175K -2,097 Closed
CF
1145
Centaurus Financial
California
-$158K -1,889 Closed
AA
1146
Alta Advisers
United Kingdom
-$142K -1,700 Closed
BWP
1147
Baldwin Wealth Partners
Massachusetts
-$125K -1,495 Closed
PMFA
1148
Plante Moran Financial Advisors
Michigan
-$125K -1,489 Closed
CPA
1149
Capital Performance Advisors
California
-$93.9K -1,121 Closed
MWA
1150
MFA Wealth Advisors
Pennsylvania
-$83K -991 Closed