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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
AI
1426
Accredited Investors
Minnesota
$361K +$359K +1,759 New
RF
1427
Rossby Financial
Florida
$360K +$358K +1,754 New
BFPW
1428
BOK Financial Private Wealth
Colorado
$360K +$2.25K +11 +0.6%
WAP
1429
Wealthcare Advisory Partners
Pennsylvania
$360K +$10.4K +51 +3%
CAM
1430
Concorde Asset Management
Michigan
$359K
PIWA
1431
Prevail Innovative Wealth Advisors
Kansas
$357K +$20.8K +102 +6%
CCB
1432
Cutter & Co Brokerage
Missouri
$356K
SNBOSCI
1433
Security National Bank of Sioux City Iowa
Iowa
$355K -$4.08K -20 -1%
CC
1434
Callan Capital
California
$355K +$20.4K +100 +6%
1IA
1435
1834 Investment Advisors
Wisconsin
$355K
GA
1436
Goldstein Advisors
Wisconsin
$354K -$2.25K -11 -0.6%
CT
1437
Colonial Trust
South Carolina
$354K -$208K -1,020 -37%
TW
1438
TritonPoint Wealth
Maryland
$353K +$408 +2 +0.1%
IWA
1439
IVC Wealth Advisors
Pennsylvania
$352K -$204 -1 -0.1%
HTIM
1440
Harbour Trust & Investment Management
Indiana
$352K
TPWA
1441
TRUE Private Wealth Advisors
Oregon
$352K +$37K +181 +12%
OFG
1442
Oxford Financial Group
Indiana
$350K -$112K -551 -24%
NHC
1443
Nicholas Hoffman & Company
Georgia
$350K
FHC
1444
First Heartland Consultants
Missouri
$350K -$550K -2,693 -61%
Fisher Asset Management
1445
Fisher Asset Management
Washington
$349K +$347K +1,701 New
RSA
1446
River Street Advisors
Illinois
$349K -$3.88K -19 -1%
USB
1447
Union Savings Bank
Connecticut
$349K
CFG
1448
CKW Financial Group
Hawaii
$349K
FRA
1449
Front Row Advisors
California
$347K -$1.23K -6 -0.4%
WFA
1450
Wellspring Financial Advisors
Ohio
$347K -$431K -2,110 -56%

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.