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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
PPA
976
Pacific Point Advisors
California
$1.32M +$1.26M +6,182 New
V
977
VeraBank
Texas
$1.32M -$12.2K -60 -0.9%
AWM
978
AE Wealth Management
Kansas
$1.32M -$929K -4,551 -41%
WPC
979
Wedmont Private Capital
Pennsylvania
$1.32M +$74.1K +363 +6%
CBT
980
CoreFirst Bank & Trust
Kansas
$1.31M
SIA
981
SkyView Investment Advisors
New Jersey
$1.31M +$224K +1,099 +21%
FFG
982
Fortem Financial Group
California
$1.31M +$76.3K +374 +6%
BTW
983
Boston Trust Walden
Massachusetts
$1.3M +$6.12K +30 +0.5%
FAIM
984
Financial Advocates Investment Management
Washington
$1.3M -$9.19K -45 -0.7%
LSAG
985
Lake Street Advisors Group
New Hampshire
$1.3M -$34.1K -167 -3%
NP
986
NorthRock Partners
Minnesota
$1.29M -$83.1K -407 -6%
IFWM
987
Institute for Wealth Management
Colorado
$1.29M
EAM
988
Eukles Asset Management
Ohio
$1.28M +$204 +1 +0%
KWM
989
Kingsview Wealth Management
Oregon
$1.28M +$42.7K +209 +3%
TA
990
Tectonic Advisors
Texas
$1.28M -$57.4K -281 -4%
BCM
991
Brown Capital Management
Maryland
$1.27M -$160K -784 -11%
Wolverine Trading
992
Wolverine Trading
Illinois
$1.27M -$1.23M -6,030 -49%
PA
993
Parallel Advisors
California
$1.26M +$63.3K +310 +5%
SG Americas Securities
994
SG Americas Securities
New York
$1.26M -$16.4M -80,262 -93%
MC
995
Machina Capital
France
$1.26M +$1.25M +6,113 New
SP
996
Stonebrook Private
Michigan
$1.25M +$4.7K +23 +0.4%
EP
997
Edgestream Partners
New Jersey
$1.25M +$622K +3,045 +100%
CT
998
Chicago Trust
Illinois
$1.25M -$376K -1,844 -23%
DAS
999
Dynamic Advisor Solutions
Arizona
$1.25M -$650K -3,185 -34%
WLG
1000
Williamson Legacy Group
Indiana
$1.24M +$32.7K +160 +3%

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.