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FISV

Fiserv Inc

1,901 hedge funds and large institutions have $107B invested in Fiserv Inc in 2024 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 607 increasing their positions, 753 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 70

19% more funds holding in top 10

Funds holding in top 10: 105125 (+20)

16% more capital invested

Capital invested by funds: $92.2B → $107B (+$14.8B)

10% more funds holding

Funds holding: 1,7241,901 (+177)

1.22% more ownership

Funds ownership: 89.04%90.26% (+1.2%)

16% less call options, than puts

Call options by funds: $415M | Put options by funds: $492M

19% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 753

Holders
1,901
Holders Change
+177
Holders Change %
+10.27%
% of All Funds
25.02%
Holding in Top 10
125
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+19.05%
% of All Funds
1.65%
New
280
Increased
607
Reduced
753
Closed
70
Calls
$415M
Puts
$492M
Net Calls
-$77.5M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
626
Avantax Advisory Services
Texas
$4.98M +$142K +697 +3%
KP
627
Keel Point
Alabama
$4.97M -$706K -3,458 -13%
HIS
628
Horizon Investment Services
Indiana
$4.96M +$330K +1,617 +7%
NA
629
NewEdge Advisors
Louisiana
$4.91M +$160K +785 +3%
UOTTAIMCU
630
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.9M +$4.69M +22,977 +2,570%
CCS
631
Concentric Capital Strategies
Connecticut
$4.81M +$4.78M +23,414 New
MGP
632
Metis Global Partners
California
$4.78M +$113K +555 +2%
ITIM
633
Indiana Trust & Investment Management
Indiana
$4.76M -$67.6K -331 -1%
SI
634
Stephens Inc
Arkansas
$4.74M -$1.23M -6,014 -21%
CAL
635
Capital Analysts LLC
Pennsylvania
$4.72M -$118K -580 -2%
BCM
636
Becker Capital Management
Oregon
$4.72M -$55.1K -270 -1%
Acadian Asset Management
637
Acadian Asset Management
Massachusetts
$4.72M +$2.99M +14,639 +175%
CPC
638
Consolidated Planning Corp
Georgia
$4.68M +$65.5K +321 +1%
VanEck Associates
639
VanEck Associates
New York
$4.66M +$121K +594 +3%
OIAM
640
OFI Invest Asset Management
France
$4.65M +$4.79M +23,445 New
LS
641
Livforsakringsbolaget Skandia
Sweden
$4.64M
AIM
642
AMI Investment Management
Indiana
$4.62M -$827K -4,051 -15%
FMWA
643
Forvis Mazars Wealth Advisors
Missouri
$4.6M -$207K -1,014 -4%
Carson Wealth (CWM LLC)
644
Carson Wealth (CWM LLC)
Nebraska
$4.59M -$177K -866 -4%
BAM
645
Broyhill Asset Management
North Carolina
$4.58M +$4.55M +22,305 New
TAMH
646
Taikang Asset Management (HK)
Hong Kong
$4.58M +$61.2K +300 +1%
LOAMS
647
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.58M +$480K +2,353 +12%
FNA
648
First National Advisers
Nebraska
$4.55M +$115K +562 +3%
BLC
649
Brown, Lisle/Cummings
Rhode Island
$4.55M -$204K -999 -4%
PCA
650
Peddock Capital Advisors
Massachusetts
$4.55M -$81K -397 -2%

FISV Hedge Fund Activity: Q4 2024 in Review

1,901 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2024, worth a combined $107B — up 16% from $92.2B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new FISV positions and 70 closed out — a net gain of 210 holders — while 607 added to existing stakes and 753 trimmed.

The largest buyer was BlackRock, adding an estimated $524M. The largest seller was Harris Associates, cutting an estimated $946M.

  • 1,901 institutional investors held Fiserv Inc (FISV) as of Q4 2024, up from 1,724 in Q3 2024.
  • Funds reported $107B of Fiserv Inc stock for Q4 2024, up 16% quarter-over-quarter.
  • 280 funds opened new Fiserv Inc positions in Q4 2024 and 70 closed out, a net change of +210 holders.
  • The largest Fiserv Inc buyer in Q4 2024 was BlackRock, an estimated $524M added.
  • The largest Fiserv Inc seller in Q4 2024 was Harris Associates, an estimated $946M sold.

Based on aggregated 13F filings for Q4 2024.