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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
MGIA
876
Moneta Group Investment Advisors
Missouri
$1.81M +$1.23K +6 +0.1%
BBHC
877
Brown Brothers Harriman & Co
New York
$1.78M +$97.6K +478 +6%
OL
878
Owen LaRue
Kentucky
$1.77M -$1.84K -9 -0.1%
FCH
879
Freestone Capital Holdings
Washington
$1.77M -$21K -103 -1%
VT
880
Vise Technologies
New York
$1.76M +$508K +2,488 +41%
WWS
881
Wellington Wealth Strategies
Indiana
$1.76M +$1.56M +7,641 New
LGA
882
Lebenthal Global Advisors
New York
$1.75M +$19.4K +95 +1%
QIM
883
Quantitative Investment Management
Virginia
$1.74M +$1.72M +8,449 New
GIP
884
Granite Investment Partners
California
$1.73M
MSA
885
MUFG Securities Americas
New York
$1.73M +$1.71M +8,398 New
VC
886
Veracity Capital
Georgia
$1.72M -$292K -1,432 -15%
CWM
887
Centurion Wealth Management
Virginia
$1.72M -$94.5K -463 -5%
APG
888
Abacus Planning Group
South Carolina
$1.72M
CC
889
Chicago Capital
Illinois
$1.72M +$982K +4,809 +135%
LC
890
Landaas & Company
Wisconsin
$1.72M -$41.2K -202 -2%
IIA
891
Integral Investment Advisors
California
$1.72M -$17.1K -84 -1%
CFG
892
Cooper Financial Group
California
$1.7M -$51.6K -253 -3%
MNBTD
893
Moody National Bank Trust Division
Texas
$1.7M -$107K -526 -6%
LSV Asset Management
894
LSV Asset Management
Illinois
$1.69M -$12.5M -61,368 -88%
ET
895
Entropy Technologies
New York
$1.69M +$1.68M +8,225 New
WGCA
896
Wolf Group Capital Advisors
Virginia
$1.69M
CM
897
Caption Management
Oklahoma
$1.68M +$970K +4,750 +138%
LWM
898
Lionsbridge Wealth Management
Florida
$1.68M -$161K -788 -9%
USCWA
899
U.S. Capital Wealth Advisors
Texas
$1.68M -$134K -658 -7%
PK
900
Pflug Koory
Nebraska
$1.68M

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.