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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
WI
1151
WBI Investments
New Jersey
$801K -$15.1K -74 -2%
MA
1152
MONECO Advisors
Connecticut
$801K +$62.3K +305 +8%
MFS
1153
Madrona Financial Services
Washington
$799K -$3.27K -16 -0.4%
SWP
1154
Strategic Wealth Partners
Ohio
$796K -$139K -680 -16%
T. Rowe Price Investment Management
1155
T. Rowe Price Investment Management
Maryland
$794K +$8.98K +44 +1%
CA
1156
Commerzbank Aktiengesellschaft
Germany
$789K +$123K +603 +19%
QWM
1157
Quadcap Wealth Management
Texas
$787K -$817 -4 -0.1%
EWA
1158
EverSource Wealth Advisors
Alabama
$786K -$82.3K -403 -10%
AFT
1159
Alpha Family Trust
California
$782K
FRM
1160
Fox Run Management
Connecticut
$781K +$777K +3,804 New
LWMM
1161
Legacy Wealth Management (Mississippi)
Mississippi
$781K
LWAM
1162
Legacy Wealth Asset Management
Minnesota
$780K -$35.3K -173 -4%
WAS
1163
WESPAC Advisors SoCal
California
$780K +$775K +3,795 New
BWP
1164
BSW Wealth Partners
Colorado
$768K +$72.3K +354 +10%
CWM
1165
Congress Wealth Management
Massachusetts
$761K +$48K +235 +7%
HIC
1166
Holderness Investments Company
North Carolina
$760K -$20.4K -100 -3%
GM
1167
GeoWealth Management
Illinois
$757K +$38.4K +188 +5%
ICP
1168
Impact Capital Partners
Colorado
$754K +$750K +3,672 New
KFP
1169
KMG Fiduciary Partners
Ohio
$750K -$87.2K -427 -10%
CIA
1170
Citadel Investment Advisory
Ohio
$748K -$20.4K -100 -3%
IAA
1171
Ironsides Asset Advisors
North Carolina
$747K
LI
1172
Lafayette Investments
Maryland
$739K
PWM
1173
Perigon Wealth Management
California
$736K +$78.4K +384 +12%
LGF
1174
LGT Group Foundation
Liechtenstein
$735K -$1.47M -7,193 -67%
PL
1175
Perpetual Ltd
Australia
$735K +$301K +1,474 +70%

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.