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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
FGP
1201
Freestone Grove Partners
California
$683K +$679K +3,326 New
LI
1202
LVZ Inc
Michigan
$674K -$55.1K -270 -8%
RWP
1203
RWA Wealth Partners
Massachusetts
$668K +$79.8K +391 +14%
CWIG
1204
Chung Wu Investment Group
Texas
$668K +$663K +3,250 New
MC
1205
Matisse Capital
Oregon
$667K
BFA
1206
Beacon Financial Advisory
Ohio
$666K +$5.51K +27 +0.8%
CWS
1207
Confluence Wealth Services
Pennsylvania
$666K +$26.5K +130 +4%
OL
1208
Optas LLC
Texas
$666K +$5.31K +26 +0.8%
First Manhattan
1209
First Manhattan
New York
$665K
MAM
1210
Marotta Asset Management
Virginia
$661K
BBA
1211
Baader Bank Aktiengesellschaft
Germany
$659K -$443K -2,172 -40%
PCMC
1212
Paragon Capital Management (Colorado)
Colorado
$657K
NGA
1213
Naples Global Advisors
Florida
$655K
QWP
1214
Quotient Wealth Partners
Texas
$654K +$52.3K +256 +9%
RP
1215
Riverwater Partners
Wisconsin
$650K -$238K -1,165 -27%
SW
1216
SkyOak Wealth
Michigan
$650K
PCM
1217
Pointe Capital Management
Michigan
$649K +$11.4K +56 +2%
WFC
1218
Western Financial Corp
California
$648K +$644K +3,154 New
TPW
1219
Talon Private Wealth
Florida
$647K
CWP
1220
Curated Wealth Partners
California
$646K +$60.2K +295 +10%
LIM
1221
Leavell Investment Management
Alabama
$644K +$112K +550 +21%
QC
1222
Quantessence Capital
New York
$638K +$634K +3,108 New
FHA
1223
Flagship Harbor Advisors
Massachusetts
$636K -$34.7K -170 -5%
CHAM
1224
Clear Harbor Asset Management
Connecticut
$636K +$632K +3,098 New
RP
1225
Riverbridge Partners
Minnesota
$633K

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.