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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
IIM
1326
Ipswich Investment Management
Massachusetts
$471K
WCF
1327
West Coast Financial
California
$471K
SIM
1328
Sentry Investment Management
Wisconsin
$469K -$75.9K -372 -14%
SOW
1329
State of Wyoming
Wyoming
$466K +$343K +1,678 +284%
KIA
1330
KCM Investment Advisors
California
$464K +$170K +831 +58%
CPIA
1331
Cornell Pochily Investment Advisors
New York
$463K -$6.12K -30 -1%
AF
1332
Arrow Financial
New York
$462K
PTC
1333
Private Trust Company
Ohio
$461K -$95.1K -466 -17%
WCM
1334
WealthBridge Capital Management
Ohio
$458K
HS
1335
Horan Securities
United States
$456K -$2.65K -13 -0.6%
BFA
1336
Beaumont Financial Advisors
Massachusetts
$454K +$451K +2,210 New
IBOK
1337
Independence Bank of Kentucky
Kentucky
$453K -$21.4K -105 -5%
BWG
1338
Berry Wealth Group
Texas
$453K +$22.5K +110 +5%
CCG
1339
Cypress Capital Group
Florida
$452K -$3.67K -18 -0.8%
LAM
1340
L2 Asset Management
Massachusetts
$450K -$26.7K -131 -6%
DWM
1341
Dechtman Wealth Management
Colorado
$449K
GFP
1342
Gryphon Financial Partners
Ohio
$449K -$4.9K -24 -1%
ACP
1343
Aveo Capital Partners
Colorado
$448K -$817 -4 -0.2%
TCM
1344
Teza Capital Management
Illinois
$447K
VFPW
1345
Vantage Financial Partners (Wisconsin)
Wisconsin
$446K -$74.9K -367 -14%
WPWM
1346
Western Pacific Wealth Management
Illinois
$446K +$145K +710 +49%
PCM
1347
Permanent Capital Management
Illinois
$445K +$443K +2,168 New
WFI
1348
West Family Investments
California
$444K -$6.12K -30 -1%
CCG
1349
Catalina Capital Group
California
$444K +$9.8K +48 +2%
SRL
1350
Scientech Research LLC
New Jersey
$444K +$441K +2,159 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.