We are live on ! Find out more
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
LCGC
1226
Legacy Capital Group California
California
$630K -$5.72K -28 -0.9%
CT
1227
Clearstead Trust
Maine
$626K -$10.4K -51 -2%
SPI
1228
Santori & Peters Inc
Pennsylvania
$624K
NW
1229
NewEdge Wealth
Pennsylvania
$623K +$313K +1,533 +102%
LIP
1230
Liontrust Investment Partners
United Kingdom
$622K -$2.26M -11,083 -79%
GWANC
1231
Guardian Wealth Advisors (North Carolina)
North Carolina
$617K +$328K +1,607 +115%
BBP
1232
Banco BTG Pactual
Brazil
$616K +$611K +2,992 New
CFM
1233
Catalyst Funds Management
Australia
$616K -$674K -3,300 -52%
PA
1234
Promethium Advisors
Maryland
$616K
AWA
1235
Aaron Wealth Advisors
Illinois
$615K +$68K +333 +13%
VIM
1236
Vista Investment Management
Pennsylvania
$614K -$87.6K -429 -13%
EP
1237
EPIQ Partners
Minnesota
$612K
JWCA
1238
J.W. Cole Advisors
Florida
$606K +$53.9K +264 +10%
OHWP
1239
Oak Harbor Wealth Partners
North Carolina
$606K +$8.37K +41 +1%
RDWM
1240
Red Door Wealth Management
Tennessee
$604K +$3.27K +16 +0.5%
MFIM
1241
Mesirow Financial Investment Management
Illinois
$601K +$48K +235 +9%
LRWA
1242
Long Run Wealth Advisors
New York
$601K -$3.47K -17 -0.6%
AR
1243
Apeiron RIA
Texas
$601K -$17.4K -85 -3%
FC
1244
Forte Capital
New York
$599K
FNFDCM
1245
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$599K -$10.2K -50 -2%
MCM
1246
Moore Capital Management
New York
$596K -$5.59M -27,370 -90%
CFP
1247
Catalyst Financial Partners
Massachusetts
$595K +$14.5K +71 +3%
FCI
1248
Financial Counselors Inc
Kansas
$595K +$23.1K +113 +4%
TIA
1249
Tiemann Investment Advisors
California
$595K -$78.6K -385 -12%
KOCAA
1250
Knights of Columbus Asset Advisors
Connecticut
$593K -$29.2K -143 -5%

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.