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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
RYIA
1101
Roehl & Yi Investment Advisors
Oregon
$900K +$895K +4,383 New
DA
1102
Drake & Associates
Wisconsin
$896K +$269K +1,320 +51%
PWP
1103
Prasad Wealth Partners
Ohio
$891K +$885K +4,337 New
BFM
1104
Boston Financial Management
Massachusetts
$888K +$131K +642 +17%
SW
1105
SlateStone Wealth
Florida
$885K
DJSG
1106
D.J. St. Germain
Massachusetts
$885K
FNBTCON
1107
First National Bank & Trust Co of Newtown
Pennsylvania
$879K
HFM
1108
Harvest Fund Management
China
$879K -$3.67K -18 -0.4%
LP
1109
LMR Partners
United Kingdom
$876K
RBI
1110
Raiffeisen Bank International
Austria
$875K +$866K +4,240 New
EFL
1111
ERn Financial LLC
Wisconsin
$872K +$1.02K +5 +0.1%
BJL
1112
Brighton Jones LLC
Washington
$872K +$415K +2,033 +92%
CFGS
1113
Concourse Financial Group Securities
Alabama
$872K -$115K -563 -12%
AIC
1114
Aurora Investment Counsel
Georgia
$869K -$403K -1,973 -32%
HWA
1115
HMV Wealth Advisors
Louisiana
$869K +$863K +4,228 New
SCA
1116
Stonebridge Capital Advisors
Minnesota
$865K +$4.9K +24 +0.6%
CT
1117
Caldwell Trust
Florida
$864K
CNBTD
1118
Citizens National Bank Trust Department
Mississippi
$863K
NWAG
1119
Net Worth Advisory Group
Utah
$856K -$204 -1 -0%
PSP
1120
Principal Street Partners
Tennessee
$854K
GWP
1121
Gen-Wealth Partners
Michigan
$853K +$150K +734 +21%
WWP
1122
WR Wealth Planners
Missouri
$853K +$716K +3,505 +543%
UAML
1123
US Asset Management LLC
Pennsylvania
$852K -$5.72K -28 -0.7%
SCM
1124
Stevens Capital Management
Pennsylvania
$852K +$847K +4,147 New
MYIA
1125
Mount Yale Investment Advisors
Colorado
$848K +$10.2K +50 +1%

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.