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
AWM
1576
Accurate Wealth Management
Florida
$254K +$34.3K +168 +15%
NAM
1577
NTV Asset Management
West Virginia
$252K
RRCM
1578
Rappaport Reiches Capital Management
Illinois
$252K
AA
1579
Auxano Advisors
Washington
$252K +$250K +1,225 New
WMWM
1580
Whitaker-Myers Wealth Managers
Ohio
$251K
BCM
1581
Birmingham Capital Management
Alabama
$249K
GA
1582
GSG Advisors
New Jersey
$248K -$18.8K -92 -7%
LSIA
1583
LaSalle St. Investment Advisors
Illinois
$248K +$247K +1,211 New
CA
1584
Capital Advantage
California
$247K +$245K +1,202 New
BWG
1585
Boomfish Wealth Group
Georgia
$247K -$95.3K -467 -28%
MWM
1586
Modern Wealth Management
Kansas
$247K +$245K +1,201 New
CSI
1587
Cross Staff Investments
New York
$247K
PWW
1588
Pettyjohn Wood & White
Virginia
$247K
RPSA
1589
Richard P. Slaughter Associates
Texas
$247K
SNB
1590
Security National Bank
Nebraska
$247K
WSCM
1591
Wellington Shields Capital Management
New York
$247K
SCA
1592
Sulzberger Capital Advisors
Florida
$247K +$245K +1,200 New
SIG
1593
Stonegate Investment Group
Alabama
$246K -$15.3K -75 -6%
SMA
1594
Seven Mile Advisory
New Jersey
$246K +$244K +1,196 New
FFA
1595
Florida Financial Advisors
Florida
$245K +$244K +1,193 New
GG
1596
Greenwood Gearhart
Arkansas
$244K +$243K +1,189 New
PRS
1597
Pinkerton Retirement Specialists
Idaho
$244K +$242K +1,186 New
ET
1598
Equitable Trust
Tennessee
$243K +$242K +1,183 New
KWMG
1599
King Wealth Management Group
Florida
$243K +$6.33K +31 +3%
I
1600
INVST
Indiana
$243K +$1.23K +6 +0.5%

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.