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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
PCTC
1001
Perkins Coie Trust Company
Washington
$1.23M
PSC
1002
Prentiss Smith & Co
Vermont
$1.23M +$3.88K +19 +0.3%
HCMT
1003
Highland Capital Management (Tennessee)
Tennessee
$1.22M +$1.21M +5,936 New
CI
1004
Cigna Investments
Connecticut
$1.21M -$18.8K -92 -2%
MWM
1005
Modera Wealth Management
New Jersey
$1.2M +$94.5K +463 +9%
MA
1006
Mutual Advisors
Nebraska
$1.2M +$60.2K +295 +5%
BCAM
1007
Boston Common Asset Management
Massachusetts
$1.19M
CF
1008
Copperwynd Financial
Arizona
$1.18M -$14.1K -69 -1%
SFP
1009
Shepherd Financial Partners
Massachusetts
$1.18M +$25.9K +127 +2%
CAC
1010
Certified Advisory Corp
Florida
$1.17M -$106K -521 -8%
KWA
1011
Kingswood Wealth Advisors
California
$1.17M +$649K +3,179 +125%
MCA
1012
Magnolia Capital Advisors
Mississippi
$1.15M +$207K +1,014 +22%
ECM
1013
Evergreen Capital Management
Washington
$1.15M +$612 +3 +0.1%
CL
1014
CSS LLC
Illinois
$1.14M -$28.6K -140 -2%
AIP
1015
Ameritas Investment Partners
Nebraska
$1.14M -$58.8K -288 -5%
WBC
1016
Westpac Banking Corp
Australia
$1.14M +$7.76K +38 +0.7%
SF
1017
Summit Financial
New Jersey
$1.13M +$264K +1,295 +31%
SIA
1018
Schechter Investment Advisors
Michigan
$1.13M -$77.2K -378 -6%
RCAG
1019
Rehmann Capital Advisory Group
Michigan
$1.13M +$18.6K +91 +2%
SAM
1020
Synergy Asset Management
Washington
$1.12M
PCM
1021
Parsons Capital Management
Rhode Island
$1.12M
PFGIA
1022
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$8.17K -40 -0.7%
CI
1023
Conning Inc
Connecticut
$1.12M +$201K +987 +22%
PCM
1024
Palouse Capital Management
Washington
$1.12M -$847K -4,148 -43%
UCB
1025
United Community Bank
South Carolina
$1.12M -$3.06K -15 -0.3%

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.