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
CNBT
1401
Canandaigua National Bank & Trust
New York
$391K -$5.1K -25 -1%
TCOT
1402
Trust Company of Toledo
Ohio
$391K +$31.8K +156 +9%
HP
1403
Highlander Partners
Texas
$390K
WP
1404
WMS Partners
Maryland
$390K +$120K +586 +45%
AWA
1405
Arete Wealth Advisors
Illinois
$387K +$53.3K +261 +16%
SQA
1406
Simon Quick Advisors
New Jersey
$387K -$45.7K -224 -11%
DP
1407
Dearborn Partners
Illinois
$386K
AA
1408
Alta Advisers
United Kingdom
$385K +$55.7K +273 +17%
AI
1409
AXS Investments
New York
$382K +$380K +1,860 New
PVM
1410
Palogic Value Management
Texas
$381K +$5.92K +29 +2%
MPW
1411
Monterey Private Wealth
California
$380K
CA
1412
CoreCap Advisors
Michigan
$379K -$53.1K -260 -12%
OPA
1413
Old Port Advisors
Maine
$378K
MG
1414
Mather Group
Illinois
$377K -$45.7K -224 -11%
LPAM
1415
Lodestar Private Asset Management
California
$376K
NPF
1416
Norris Perne & French
Michigan
$373K
ECG
1417
Edge Capital Group
Georgia
$373K
PWP
1418
Phillips Wealth Planners
Mississippi
$371K +$9.6K +47 +3%
CH
1419
Cromwell Holdings
Wyoming
$371K
GA
1420
Greenspring Advisors
Maryland
$370K -$34.9K -171 -9%
RWB
1421
RMR Wealth Builders
New Jersey
$370K -$1.63K -8 -0.4%
C
1422
Certuity
Florida
$367K +$365K +1,789 New
SWM
1423
SeaCrest Wealth Management
New York
$366K +$13.7K +67 +4%
MSS
1424
Mitchell Sinkler & Starr
Pennsylvania
$363K
CCWM
1425
Cassaday & Co Wealth Management
Virginia
$362K

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.