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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
FWM
1601
Fairhaven Wealth Management
Illinois
$242K +$4.49K +22 +2%
OPWM
1602
Oregon Pacific Wealth Management
Oregon
$242K +$240K +1,178 New
WB
1603
West Bancorporation
Iowa
$242K -$96.4K -472 -29%
FFP
1604
FourThought Financial Partners
Florida
$242K +$240K +1,176 New
PCS
1605
Personal CFO Solutions
New Jersey
$241K +$240K +1,175 New
M
1606
MYeCFO
California
$241K
OAS
1607
Optivise Advisory Services
Tennessee
$239K -$32.9K -161 -12%
EP
1608
Essential Planning
New Hampshire
$238K +$239K +1,170 New
VWM
1609
Vigilare Wealth Management
Arizona
$238K
BCG
1610
Breakwater Capital Group
New Jersey
$235K -$612 -3 -0.3%
RIL
1611
Rothschild Investment LLC
Illinois
$235K +$3.67K +18 +2%
YIA
1612
YHB Investment Advisors
Connecticut
$235K +$3.67K +18 +2%
JFA
1613
JNBA Financial Advisors
Minnesota
$234K +$4.9K +24 +2%
CCA
1614
Catalyst Capital Advisors
New York
$233K -$34.3K -168 -13%
SSB
1615
Sandy Spring Bank
Maryland
$233K -$2.45K -12 -1%
BW
1616
Basepoint Wealth
Iowa
$233K
FG
1617
Fiduciary Group
Georgia
$232K -$10.2K -50 -4%
WHCI
1618
W.H. Cornerstone Investments
Massachusetts
$231K -$2.45K -12 -1%
BSHC
1619
Breed's Hill Capital
Massachusetts
$230K +$229K +1,121 New
NERM
1620
New England Research & Management
Illinois
$230K
SG
1621
StoneX Group
New York
$229K +$228K +1,117 New
GIA
1622
Gateway Investment Advisers
Ohio
$229K -$49.8K -244 -18%
ESB
1623
Essex Savings Bank
Connecticut
$228K +$227K +1,110 New
CIP
1624
Convergence Investment Partners
Florida
$228K -$2.25K -11 -1%
UF
1625
Univest Financial
Pennsylvania
$226K -$30.4K -149 -12%

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.