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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
GAM
1626
Groupama Asset Management
France
$225K -$1.28M -6,269 -85%
CGA
1627
Crescent Grove Advisors
Illinois
$225K +$223K +1,094 New
G
1628
GenTrust
Florida
$224K +$223K +1,092 New
AAMC
1629
Asset Allocation & Management Company
Illinois
$224K +$223K +1,091 New
PWA
1630
Physician Wealth Advisors
Utah
$223K -$66.3K -325 -23%
BW
1631
BIP Wealth
Georgia
$222K +$221K +1,082 New
CAM
1632
Clark Asset Management
New Hampshire
$222K +$220K +1,080 New
KCM
1633
Kornitzer Capital Management
Kansas
$222K +$220K +1,079 New
FI
1634
Finivi Inc
Massachusetts
$221K +$220K +1,077 New
GA
1635
GFS Advisors
Texas
$221K +$220K +1,078 New
NRC
1636
New Republic Capital
North Carolina
$220K +$219K +1,071 New
FOA
1637
Five Oceans Advisors
California
$219K +$218K +1,067 New
IPAM
1638
Investment Partners Asset Management
New Jersey
$219K +$218K +1,067 New
WGAM
1639
Wilkinson Global Asset Management
New York
$219K +$217K +1,065 New
CPA
1640
Cardiff Park Advisors
California
$219K +$217K +1,064 New
LFG
1641
Larson Financial Group
Missouri
$218K -$158K -773 -42%
BCM
1642
BluePath Capital Management
Georgia
$218K +$221K +1,083 New
VCM
1643
Virtue Capital Management
Tennessee
$218K -$21.2K -104 -9%
CAM
1644
CPA Asset Management
Florida
$217K +$216K +1,058 New
QPWM
1645
Quadrant Private Wealth Management
Pennsylvania
$217K +$216K +1,058 New
CJ
1646
Caitlin John
Michigan
$216K
AIA
1647
Affinity Investment Advisors
California
$216K -$49.4K -242 -19%
LRIA
1648
Leonard Rickey Investment Advisors
Washington
$215K +$214K +1,047 New
Flossbach Von Storch
1649
Flossbach Von Storch
Germany
$214K +$212K +1,040 New
AO
1650
Advisor OS
Illinois
$212K +$211K +1,034 New

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.