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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
MC
1176
Miramar Capital
Illinois
$734K
BOS
1177
Bank of Stockton
California
$731K -$65.9K -323 -8%
I
1178
InceptionR
California
$723K +$719K +3,520 New
HWA
1179
Heritage Wealth Advisors
Virginia
$723K -$9.19K -45 -1%
CSA
1180
Cornerstone Select Advisors
Missouri
$722K +$717K +3,514 New
SW
1181
SMART Wealth
Nebraska
$716K +$463K +2,270 +187%
TCPW
1182
Twin City Private Wealth
North Carolina
$716K +$17.4K +85 +3%
EWS
1183
Evergreen Wealth Solutions
Pennsylvania
$715K -$21.2K -104 -3%
FC
1184
Farringdon Capital
United Kingdom
$715K +$711K +3,481 New
EDRH
1185
Edmond de Rothschild Holding
Switzerland
$712K -$25.6M -125,305 -97%
RL
1186
Retireful LLC
Michigan
$712K +$708K +3,467 New
MIA
1187
MMBG Investment Advisors
Florida
$709K
GD
1188
Grandfield & Dodd
New York
$708K
CIG
1189
Cascade Investment Group
Colorado
$705K -$14.3K -70 -2%
OWA
1190
Opal Wealth Advisors
New York
$704K -$78K -382 -10%
RPCONE
1191
Retirement Planning Company of New England
Rhode Island
$703K
IAS
1192
Insigneo Advisory Services
Florida
$702K +$186K +909 +36%
MFF
1193
Michels Family Financial
Texas
$700K +$696K +3,410 New
MHC
1194
May Hill Capital
Massachusetts
$700K +$696K +3,409 New
SIG
1195
Sargent Investment Group
Maryland
$699K -$190K -932 -21%
AWM
1196
Angeles Wealth Management
California
$697K +$170K +835 +33%
CPC
1197
Cookson Peirce & Co
Pennsylvania
$693K +$13.7K +67 +2%
CP
1198
Clarendon Private
Massachusetts
$692K +$688K +3,370 New
PP
1199
PDS Planning
Ohio
$691K -$6.94K -34 -1%
RFW
1200
Rainier Family Wealth
Washington
$688K +$684K +3,350 New

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.