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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
PWS
1351
Peterson Wealth Services
Utah
$443K -$72.1K -353 -14%
N
1352
Natixis
France
$442K -$12.6M -61,745 -97%
BCFD
1353
Boit C.F. David
$442K
CGA
1354
Compound Global Advisors
Washington
$442K +$439K +2,150 New
EFSCE
1355
Enterprise Financial Services Corp (EFSC)
Missouri
$440K -$817 -4 -0.2%
PWM
1356
Power Wealth Management
Georgia
$440K +$80.4K +394 +23%
ZB
1357
Zions Bancorporation
Utah
$440K +$292K +1,431 +202%
FCG
1358
Fielder Capital Group
Tennessee
$439K -$1.23K -6 -0.3%
VA
1359
Valmark Advisers
Ohio
$439K -$175K -859 -29%
CAG
1360
Csenge Advisory Group
Florida
$438K -$101K -494 -19%
CWM
1361
Calamos Wealth Management
Illinois
$438K +$435K +2,130 New
SI
1362
Seeds Investor
New York
$434K +$15.3K +75 +4%
WWM
1363
Western Wealth Management
Colorado
$434K -$14.3K -70 -3%
UCI
1364
Uncommon Cents Investing
Wisconsin
$431K
ONB
1365
Old National Bancorp
Indiana
$430K -$7.55K -37 -2%
HHRDM
1366
H&H Retirement Design & Management
Nevada
$429K -$51.2K -251 -12%
RMDI
1367
R.M. Davis Inc
Maine
$428K +$425K +2,083 New
BW
1368
Blalock Williams
Alabama
$427K +$425K +2,080 New
YDMI
1369
Y.D. More Investments
Israel
$426K -$12.7K -62 -3%
CHP
1370
Cable Hill Partners
Oregon
$426K
CAAS
1371
Capital Asset Advisory Services
Michigan
$424K
SWM
1372
Sugarloaf Wealth Management
Georgia
$423K +$8.37K +41 +2%
CSPIA
1373
Cary Street Partners Investment Advisory
Virginia
$423K -$9.16M -44,859 -96%
AWM
1374
Avitas Wealth Management
California
$420K -$10.4K -51 -2%
RDIA
1375
RE Dickinson Investment Advisors
Iowa
$419K

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.