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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
AP
1301
Adero Partners
California
$500K +$13.3K +65 +3%
OWA
1302
One Wealth Advisors
California
$499K -$62.3K -305 -11%
MW
1303
Marcum Wealth
Ohio
$496K +$115K +563 +30%
CWA
1304
CM Wealth Advisors
Ohio
$495K
CG
1305
Corundum Group
Colorado
$493K
MHC
1306
Meyer Handelman Company
New York
$493K
CCA
1307
Childress Capital Advisors
Texas
$490K -$8.17K -40 -2%
VVP
1308
Venture Visionary Partners
Ohio
$490K +$10.2K +50 +2%
MAG
1309
M3 Advisory Group
Massachusetts
$489K -$2.86K -14 -0.6%
SMA
1310
Sage Mountain Advisors
Georgia
$489K +$12.9K +63 +3%
CI Investments Inc
1311
CI Investments Inc
Ontario, Canada
$489K -$5.72K -28 -1%
CWG
1312
Cornerstone Wealth Group
North Carolina
$488K +$15.3K +75 +3%
MSFP
1313
Mark Sheptoff Financial Planning
Connecticut
$488K
FNBOMD
1314
First National Bank of Mount Dora
Florida
$486K -$25.9K -127 -5%
IWM
1315
IHT Wealth Management
Illinois
$485K -$141K -693 -23%
PCP
1316
Proficio Capital Partners
Massachusetts
$485K +$158K +775 +49%
FBT
1317
First Bank & Trust
South Dakota
$483K +$98.4K +482 +26%
AWA
1318
Arkadios Wealth Advisors
Georgia
$482K -$35.3K -173 -7%
RPWA
1319
Regent Peak Wealth Advisors
Georgia
$482K +$204 +1 +0%
BAM
1320
Belpointe Asset Management
Nevada
$481K +$5.92K +29 +1%
DBRC
1321
D.B. Root & Company
Pennsylvania
$476K -$80.4K -394 -15%
SCM
1322
Schnieders Capital Management
California
$472K -$5.1K -25 -1%
BW
1323
Bison Wealth
Georgia
$472K +$23.7K +116 +5%
CFFP
1324
Center for Financial Planning
Michigan
$472K
IMC
1325
Investment Management Corporation
Virginia
$472K +$469K +2,297 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.