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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
BCM
651
Birch Capital Management
Texas
$4.54M +$14.9K +73 +0.3%
AHC
652
Anderson Hoagland & Co
Missouri
$4.51M
RSWM
653
Robertson Stephens Wealth Management
California
$4.51M -$22.9K -112 -0.5%
VAG
654
VisionPoint Advisory Group
Texas
$4.48M -$119K -585 -3%
TCOO
655
Trust Company of Oklahoma
Oklahoma
$4.48M -$107K -526 -2%
MC
656
Moors & Cabot
Massachusetts
$4.47M +$24.9K +122 +0.6%
CA
657
Cornerstone Advisors
North Carolina
$4.42M
APIM
658
Agate Pass Investment Management
Washington
$4.39M -$155K -761 -3%
WCM
659
Wisconsin Capital Management
Wisconsin
$4.38M +$26.1K +128 +0.6%
SIA
660
Soltis Investment Advisors
Utah
$4.29M +$3.81M +18,651 +844%
HWM
661
Hohimer Wealth Management
Washington
$4.28M +$15.9K +78 +0.4%
FNBOO
662
First National Bank of Omaha
Nebraska
$4.26M -$325K -1,594 -7%
SLI
663
Sumitomo Life Insurance
Japan
$4.25M +$332K +1,626 +9%
MWM
664
Mission Wealth Management
California
$4.24M +$60.8K +298 +1%
VI
665
Vestcor Inc
New Brunswick, Canada
$4.23M +$1.89M +9,255 +81%
SFI
666
Siemens Fonds Invest
Germany
$4.22M +$27.8K +136 +0.7%
DILIC
667
Dai-ichi Life Insurance Company
Japan
$4.22M -$2.3M -11,265 -35%
CUAMC
668
China Universal Asset Management Company
China
$4.2M +$2.13M +10,450 +105%
EF
669
Empirical Finance
Pennsylvania
$4.19M -$54.7K -268 -1%
PAS
670
Park Avenue Securities
New York
$4.18M +$969K +4,745 +30%
ACI
671
Alpha Cubed Investments
California
$4.17M -$143K -700 -3%
AWS
672
Atria Wealth Solutions
New York
$4.14M +$386K +1,893 +10%
KA
673
KLCM Advisors
Wisconsin
$4.13M -$24.5K -120 -0.6%
DCM
674
Davidson Capital Management
Texas
$4.13M +$21.6K +106 +0.5%
AA
675
Altrafin AG
$4.11M

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.