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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
LA
826
Legacy Advisors
Pennsylvania
$2.19M +$22.7K +111 +1%
IIA
827
ICW Investment Advisors
Arizona
$2.17M +$96.6K +473 +5%
BEI
828
Benjamin Edwards Inc
Missouri
$2.17M -$215K -1,053 -9%
BF
829
BOK Financial
Oklahoma
$2.17M +$1.63K +8 +0.1%
EF
830
Empowered Funds
Pennsylvania
$2.16M +$238K +1,164 +12%
DF
831
Donoghue Forlines
Massachusetts
$2.15M +$2.14M +10,474 New
CW
832
CreativeOne Wealth
Kansas
$2.12M +$253K +1,238 +14%
ST
833
Smithfield Trust
Pennsylvania
$2.08M +$75.5K +370 +4%
WS
834
Wedbush Securities
California
$2.08M +$30.4K +149 +1%
EFG
835
Embree Financial Group
Illinois
$2.07M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
836
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.07M -$3.02M -14,810 -59%
PCM
837
Patient Capital Management
Maryland
$2.06M -$25.1M -122,828 -92%
QI
838
Qtron Investments
Massachusetts
$2.05M -$172K -841 -8%
BCA
839
Bray Capital Advisors
Florida
$2.05M -$52.1K -255 -2%
CPBTD
840
Central Pacific Bank - Trust Division
Hawaii
$2.04M -$127K -620 -6%
LFAS
841
Level Four Advisory Services
Texas
$2.02M +$77K +377 +4%
UWS
842
Unique Wealth Strategies
Illinois
$2.02M +$488K +2,391 +32%
JIC
843
Johnson Investment Counsel
Ohio
$2.02M +$84.5K +414 +4%
MCM
844
Manchester Capital Management
Vermont
$2.01M
MBT
845
Montecito Bank & Trust
California
$2.01M
YC
846
Yarbrough Capital
Tennessee
$2M
AA
847
ALPS Advisors
Colorado
$2M -$175K -856 -8%
GCM
848
Greenland Capital Management
New York
$2M -$2.1M -10,306 -51%
S
849
SimplyRich
California
$1.93M
EW
850
Evoke Wealth
California
$1.92M +$134K +654 +8%

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.