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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
OCM
1551
Osterweis Capital Management
California
$271K
CWS
1552
Cypress Wealth Services
California
$271K +$15.5K +76 +6%
CWP
1553
Concord Wealth Partners
Virginia
$269K +$7.76K +38 +3%
WA1
1554
Wimmer Associates 1
California
$269K
AMM
1555
American Money Management
California
$269K
NI
1556
Natural Investments
California
$267K +$266K +1,305 New
TC
1557
Trust Company
Kansas
$267K +$265K +1,299 New
PWPS
1558
Pinnacle Wealth Planning Services
Ohio
$266K -$249K -1,220 -48%
KCM
1559
Kathmere Capital Management
Pennsylvania
$266K +$18.4K +90 +7%
FPGT
1560
Financial Partners Group (Tennessee)
Tennessee
$266K +$5.92K +29 +2%
BF
1561
bLong Financial
Tennessee
$265K +$263K +1,288 New
PPW
1562
Presilium Private Wealth
Pennsylvania
$264K +$16.9K +83 +7%
CA
1563
Continuum Advisory
Idaho
$263K +$24.9K +122 +11%
FFA
1564
Fragasso Financial Advisors
Pennsylvania
$263K +$5.92K +29 +2%
KOMWMG
1565
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$259K
TAM
1566
Trillium Asset Management
Massachusetts
$258K
FMP
1567
Financial Management Professionals
Texas
$258K +$1.23K +6 +0.5%
CPCM
1568
Cardinal Point Capital Management
Ontario, Canada
$258K +$256K +1,255 New
KP
1569
Kitching Partners
Pennsylvania
$257K +$256K +1,253 New
RFP
1570
Root Financial Partners
California
$257K +$255K +1,251 New
CCAM
1571
Cascades Capital Asset Management
North Carolina
$257K
IFG
1572
Independent Financial Group
California
$257K +$15.9K +78 +7%
CDWM
1573
Campbell Deegan Wealth Management
Virginia
$257K +$255K +1,249 New
TL
1574
Tradewinds LLC
North Carolina
$256K +$227K +1,113 New
MCM
1575
Monument Capital Management
Virginia
$255K

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.