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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
UW
776
Unique Wealth
Florida
$2.62M +$212K +1,038 +9%
WANY
777
Wealthspire Advisors (New York)
New York
$2.61M -$162K -796 -6%
SWP
778
Sagespring Wealth Partners
Tennessee
$2.61M +$2.59M +12,687 New
HAG
779
HighPoint Advisor Group
Illinois
$2.61M +$68.2K +334 +3%
JFGIW
780
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.6M +$1.28M +6,259 +108%
ST
781
Sabal Trust
Florida
$2.6M +$5.72K +28 +0.2%
GI
782
GLOBALT Investments
Georgia
$2.59M -$36.3K -178 -1%
MPPLM
783
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.58M +$93.5K +458 +4%
SC
784
Sawyer & Company
Massachusetts
$2.58M +$36.7K +180 +1%
EWA
785
EP Wealth Advisors
California
$2.58M +$38K +186 +2%
CAM
786
Cresset Asset Management
Illinois
$2.56M -$6.32M -30,972 -71%
JHCP
787
Jackson Hole Capital Partners
Oklahoma
$2.55M +$39K +191 +2%
AAS
788
Annex Advisory Services
Wisconsin
$2.55M -$93.5K -458 -4%
BFA
789
Buttonwood Financial Advisors
Maryland
$2.54M -$114K -558 -4%
CIA
790
Concurrent Investment Advisors
Florida
$2.53M -$6.33K -31 -0.3%
PAM
791
Palisade Asset Management
Minnesota
$2.52M -$408 -2 -0%
PCA
792
Private Capital Advisors
Connecticut
$2.52M
KA
793
Kovack Advisors
Florida
$2.49M +$8.98K +44 +0.4%
PCM
794
Prelude Capital Management
New York
$2.49M -$1.83M -8,975 -43%
BOC
795
Barbara Oil Co
Illinois
$2.47M
A
796
Allianz
Germany
$2.46M +$253K +1,241 +12%
CCA
797
Covey Capital Advisors
Georgia
$2.46M -$121K -594 -5%
LC
798
Lindbrook Capital
California
$2.45M +$6.33K +31 +0.3%
BIA
799
Benchmark Investment Advisors
Illinois
$2.44M +$44.5K +218 +2%
HI
800
Harbour Investments
Wisconsin
$2.42M +$353K +1,729 +17%

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.