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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
MOS
726
MGO One Seven
Ohio
$3.23M +$293K +1,436 +10%
SWM
727
Salvus Wealth Management
New Jersey
$3.19M -$10.2K -50 -0.3%
RCAP
728
Resolute Capital Asset Partners
Colorado
$3.17M +$3.15M +15,449 New
AAS
729
Ameritas Advisory Services
Nebraska
$3.16M +$931K +4,562 +42%
JC
730
JB Capital
Connecticut
$3.14M -$1.84M -9,015 -37%
LF
731
Longbow Finance
Switzerland
$3.11M +$147K +718 +5%
KCM
732
Kendall Capital Management
Maryland
$3.1M -$15.3K -75 -0.5%
RFN
733
RDA Financial Network
Iowa
$3.07M +$1.56M +7,619 +104%
MAS
734
Meeder Advisory Services
Ohio
$3.06M +$2.86K +14 +0.1%
BC
735
Burney Company
Virginia
$3.05M
DCM
736
Decatur Capital Management
Georgia
$3.05M +$3.03M +14,832 New
RC
737
Roundview Capital
New Jersey
$3.04M +$125K +611 +4%
MWS
738
Maxwell Wealth Strategies
California
$3.04M -$45.9K -225 -1%
CG
739
Caprock Group
Idaho
$3.03M +$145K +708 +5%
CHC
740
City Holding Co
West Virginia
$3.02M +$172K +841 +6%
GIS
741
Graphene Investments SAS
France
$3.02M -$1.06M -5,200 -26%
AC
742
Asio Capital
Kentucky
$3.01M +$43.9K +215 +1%
CTC
743
Central Trust Company
Missouri
$2.99M +$146K +716 +5%
IWC
744
Integrated Wealth Concepts
Massachusetts
$2.97M -$63.5K -311 -2%
HIP
745
Harrell Investment Partners
Texas
$2.94M +$3.06K +15 +0.1%
DC
746
Davenport & Co
Virginia
$2.93M -$4.08K -20 -0.1%
BIM
747
Baldwin Investment Management
Pennsylvania
$2.92M -$1.46M -7,145 -33%
SW
748
SteelPeak Wealth
California
$2.9M +$2.88M +14,103 New
GF
749
Gabelli Funds
New York
$2.88M -$668K -3,270 -19%
TIAA Trust, National Association
750
TIAA Trust, National Association
North Carolina
$2.86M +$196K +958 +7%

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.