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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
SC
1501
Steph & Co
Wisconsin
$307K -$150K -736 -33%
KSWWM
1502
Keyes Stange & Wooten Wealth Management
Florida
$306K -$5.1K -25 -2%
RCM
1503
Raleigh Capital Management
North Carolina
$305K -$310K -1,519 -51%
RT
1504
Rockland Trust
Massachusetts
$304K -$15.3K -75 -5%
1WM
1505
1858 Wealth Management
Ohio
$301K -$2.65K -13 -0.9%
FMTC
1506
Farmers & Merchants Trust Company
California
$301K
SAI
1507
Savvy Advisors Inc
New York
$299K +$27.2K +133 +10%
CAM
1508
Cidel Asset Management
Ontario, Canada
$298K
FBC
1509
Fairfield, Bush & Co
Connecticut
$298K +$65.3K +320 +28%
VCP
1510
Verus Capital Partners
Arizona
$297K -$12K -59 -4%
CA
1511
Crewe Advisors
Utah
$295K +$294K +1,438 New
CAM
1512
Claret Asset Management
Quebec, Canada
$293K +$1.84K +9 +0.6%
MAM
1513
Mainsail Asset Management
Alabama
$293K
JSW
1514
Journey Strategic Wealth
New Jersey
$293K +$11.8K +58 +4%
GCP
1515
GSA Capital Partners
United Kingdom
$292K -$216K -1,058 -43%
AWA
1516
AGH Wealth Advisors
Kansas
$291K +$290K +1,419 New
AC
1517
AlphaCore Capital
California
$291K +$289K +1,415 New
EWS
1518
Eagle Wealth Strategies
New Jersey
$290K
CCM
1519
Chickasaw Capital Management
Tennessee
$290K
CAS
1520
Coppell Advisory Solutions
Texas
$290K +$54.7K +268 +24%
EFM
1521
E Fund Management
China
$289K +$287K +1,408 New
WIA
1522
Wetzel Investment Advisors
Indiana
$289K
JIP
1523
Jaffetilchin Investment Partners
Florida
$286K -$7.55K -37 -3%
FFA
1524
Frazier Financial Advisors
Ohio
$284K
CLOS
1525
Compagnie Lombard Odier SCmA
Switzerland
$283K

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.