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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
CWM
1076
Chesapeake Wealth Management
Virginia
$958K -$24.3K -119 -2%
HCM
1077
Hengehold Capital Management
Ohio
$956K +$214K +1,049 +29%
RIA
1078
Regal Investment Advisors
Michigan
$956K -$144K -703 -13%
ACM
1079
Advisors Capital Management
New Jersey
$948K +$25.7K +126 +3%
IA
1080
IFC Advisors
California
$948K +$942K +4,615 New
EIP
1081
Ellis Investment Partners
Pennsylvania
$947K
BPA
1082
Beacon Pointe Advisors
California
$947K -$216K -1,058 -19%
BOTPPF
1083
Board of the Pension Protection Fund
United Kingdom
$945K +$939K +4,600 New
EI
1084
Ellevest Inc
New York
$944K +$17.1K +84 +2%
GS
1085
GTS Securities
New York
$943K -$6.29M -30,791 -87%
RGC
1086
Roberts, Glore & Co
Illinois
$941K -$7.14K -35 -0.8%
FIA
1087
Foundations Investment Advisors
Arizona
$940K -$16.7K -82 -2%
CA
1088
Crumly & Associates
Illinois
$935K -$23.7K -116 -2%
VFA
1089
Valeo Financial Advisors
Indiana
$933K -$612 -3 -0.1%
SPC
1090
Sigma Planning Corp
Michigan
$931K -$171K -839 -16%
AC
1091
Avestar Capital
New York
$925K +$101K +494 +12%
CC
1092
Copperleaf Capital
North Carolina
$924K +$126K +616 +16%
ACM
1093
Aster Capital Management
United Arab Emirates
$920K -$882K -4,321 -49%
CG
1094
CFO4Life Group
Texas
$914K -$20K -98 -2%
TPCW
1095
TD Private Client Wealth
New York
$912K +$237K +1,160 +35%
IP
1096
Intellectus Partners
California
$909K
BIG
1097
Brooklyn Investment Group
New York
$907K -$19K -93 -2%
SSWM
1098
Sheets Smith Wealth Management
North Carolina
$904K
APW
1099
Aventura Private Wealth
Florida
$902K +$896K +4,391 New
MLL
1100
Moody Lynn & Lieberson
Massachusetts
$901K

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.