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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
IC
1051
Iconiq Capital
California
$1.04M +$699K +3,425 +209%
CWA
1052
Crux Wealth Advisors
California
$1.04M +$1.03M +5,064 New
BFG
1053
Beacon Financial Group
Texas
$1.04M -$42.5K -208 -4%
CAMG
1054
CWA Asset Management Group
Florida
$1.02M +$446K +2,187 +78%
WPW
1055
Waldron Private Wealth
Pennsylvania
$1.02M +$22.5K +110 +2%
GAG
1056
GM Advisory Group
New York
$1.02M
SCA
1057
Sandy Cove Advisors
Massachusetts
$1.01M +$15.1K +74 +2%
ACM
1058
Allred Capital Management
Texas
$1.01M +$40.6K +199 +4%
CIA
1059
Capital Investment Advisors
Georgia
$1.01M +$46.7K +229 +5%
NCM
1060
Neumann Capital Management
California
$1M +$30.6K +150 +3%
NB
1061
Nicolet Bankshares
Wisconsin
$1M -$96.8K -474 -9%
LSA
1062
Leonteq Securities AG
Switzerland
$997K +$41K +201 +4%
MWM
1063
Meridian Wealth Management
Kentucky
$996K -$38.2K -187 -4%
HH
1064
Hilltop Holdings
Texas
$995K +$6.74K +33 +0.7%
WIA
1065
Westbourne Investment Advisors
Maryland
$989K
GWSG
1066
GPS Wealth Strategies Group
Colorado
$987K +$19K +93 +2%
BAAM
1067
Baker Avenue Asset Management
California
$985K +$232K +1,134 +31%
OIA
1068
Optimum Investment Advisors
Illinois
$984K +$15.3K +75 +2%
PWP
1069
Principle Wealth Partners
Connecticut
$978K
DWM
1070
Darwin Wealth Management
Florida
$970K -$683K -3,346 -41%
1SB
1071
1ST Source Bank
Indiana
$965K -$12.2K -60 -1%
EFG
1072
Everhart Financial Group
Ohio
$963K +$26.7K +131 +3%
AI
1073
Ariel Investments
Illinois
$962K +$28.6K +140 +3%
DW30
1074
Drucker Wealth 3.0
New Jersey
$959K -$27.6K -135 -3%
RB
1075
Renasant Bank
Mississippi
$958K +$146K +716 +18%

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.