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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
PPC
926
Park Place Capital
Alabama
$1.55M +$112K +551 +8%
HTC
927
Haverford Trust Company
Pennsylvania
$1.55M -$57.6K -282 -4%
RCM
928
Radnor Capital Management
Pennsylvania
$1.55M -$217K -1,064 -12%
WA
929
Waverly Advisors
Alabama
$1.54M +$1.17M +5,738 +326%
1CP
930
17 Capital Partners
Arizona
$1.53M +$16.3K +80 +1%
Empower Advisory Group
931
Empower Advisory Group
Colorado
$1.52M +$107K +522 +8%
MCCA
932
Mill Creek Capital Advisors
Pennsylvania
$1.52M -$920K -4,506 -38%
DM
933
Delphi Management
Massachusetts
$1.52M -$281K -1,378 -16%
GC
934
Gould Capital
Washington
$1.52M -$42.3K -207 -3%
RAG
935
RIA Advisory Group
Iowa
$1.51M +$36.1K +177 +2%
TAM
936
Trust Asset Management
Texas
$1.51M
AGWCA
937
Annis Gardner Whiting Capital Advisors
Florida
$1.51M
AF
938
Allworth Financial
California
$1.5M +$483K +2,368 +49%
ST
939
Spinnaker Trust
Maine
$1.5M -$15.3K -75 -1%
MAM
940
Mystic Asset Management
Rhode Island
$1.49M +$486K +2,380 +49%
WB
941
WesBanco Bank
West Virginia
$1.48M -$29.2K -143 -2%
LFA
942
Legend Financial Advisors
Pennsylvania
$1.48M -$64.9K -318 -4%
SFA
943
Semmax Financial Advisors
North Carolina
$1.48M -$199K -977 -13%
PAS
944
Point72 Asia (Singapore)
Singapore
$1.47M +$1.46M +7,142 New
PCA
945
Purkiss Capital Advisors
Connecticut
$1.46M +$1.45M +7,115 New
BWP
946
Burling Wealth Partners
Illinois
$1.46M +$1.45M +7,100 New
CPA
947
Court Place Advisors
Maryland
$1.46M -$30.6K -150 -2%
FTWA
948
Fifth Third Wealth Advisors
Ohio
$1.46M +$122K +596 +9%
BTD
949
BankPlus Trust Department
Mississippi
$1.45M +$1.44M +7,072 New
LAIC
950
Lederer & Associates Investment Counsel
California
$1.45M -$243K -1,188 -14%

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.