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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
SFI
1526
SPC Financial Inc
Maryland
$283K -$7.76K -38 -3%
EA
1527
Ergawealth Advisors
Illinois
$283K
IF
1528
Intrua Financial
Texas
$283K -$68.4K -335 -20%
SWA
1529
SFMG Wealth Advisors
Texas
$282K -$204 -1 -0.1%
VAS
1530
Vestmark Advisory Solutions
Massachusetts
$281K +$279K +1,368 New
DFA
1531
DHJJ Financial Advisors
Illinois
$281K
FA
1532
FDx Advisors
Illinois
$279K -$11.2K -55 -4%
PFW
1533
Petros Family Wealth
Minnesota
$279K +$277K +1,358 New
NL
1534
NWAM LLC
Washington
$278K -$28.6K -140 -9%
JWA
1535
JFS Wealth Advisors
Pennsylvania
$278K
FFA
1536
Fi3 Financial Advisors
Indiana
$278K -$6.74K -33 -2%
AUB
1537
Atlantic Union Bankshares
Virginia
$277K
SWM
1538
Seed Wealth Management
Illinois
$277K
FPWM
1539
FSB Premier Wealth Management
Iowa
$277K +$45.7K +224 +20%
FW
1540
FullCircle Wealth
Texas
$277K +$8.78K +43 +4%
MAM
1541
Meeder Asset Management
Ohio
$276K +$237K +1,163 +636%
CSB
1542
City State Bank
Iowa
$276K
CCA
1543
Cobblestone Capital Advisors
New York
$275K +$6.33K +31 +2%
LAM
1544
Longboard Asset Management
Arizona
$274K +$272K +1,334 New
NG
1545
Norden Group
Utah
$274K -$19K -93 -7%
AWP
1546
Abacus Wealth Partners
California
$273K +$29.8K +146 +12%
IA
1547
IAM Advisory
Pennsylvania
$273K +$271K +1,328 New
CC
1548
Courier Capital
New York
$273K
SBIA
1549
Sheaff Brock Investment Advisors
Indiana
$272K -$11.8K -58 -4%
FA
1550
Fermata Advisors
California
$272K +$26.1K +128 +11%

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.