We are live on ! Find out more
FISV

Fiserv Inc

1,724 hedge funds and large institutions have $92.2B invested in Fiserv Inc in 2024 Q3 according to their latest regulatory filings, with 170 funds opening new positions, 588 increasing their positions, 697 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 90

19% more capital invested

Capital invested by funds: $77.3B → $92.2B (+$14.9B)

15% more funds holding in top 10

Funds holding in top 10: 91105 (+14)

3% more funds holding

Funds holding: 1,6661,724 (+58)

8% more call options, than puts

Call options by funds: $373M | Put options by funds: $346M

0.42% more ownership

Funds ownership: 88.62%89.04% (+0.42%)

16% less repeat investments, than reductions

Existing positions increased: 588 | Existing positions reduced: 697

Holders
1,724
Holders Change
+58
Holders Change %
+3.48%
% of All Funds
24.74%
Holding in Top 10
105
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.38%
% of All Funds
1.51%
New
170
Increased
588
Reduced
697
Closed
90
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1676
Avion Wealth
Texas
$11K +$1.49K +9 +16%
HGERS
1677
Householder Group Estate & Retirement Specialist
Arizona
$10K +$4.62K +28 +90%
CTWM
1678
Cherry Tree Wealth Management
Minnesota
$9.88K
RFS
1679
Richardson Financial Services
Massachusetts
$9.39K
YAL
1680
Your Advocates Ltd
Texas
$8.98K
SL
1681
Salomon & Ludwin
Virginia
$8.8K
RWM
1682
Reston Wealth Management
Virginia
$8.44K +$7.75K +47 New
VWA
1683
Valued Wealth Advisors
Utah
$7.91K +$1.65K +10 +29%
SS
1684
Sunbelt Securities
Texas
$7.91K +$2.47K +15 +52%
PWA
1685
Provenance Wealth Advisors
Florida
$7.54K +$6.93K +42 New
SHIM
1686
Stone House Investment Management
Pennsylvania
$7.19K
BWL
1687
Bogart Wealth LLC
Virginia
$6.83K -$660 -4 -10%
DPW
1688
DiNuzzo Private Wealth
Pennsylvania
$6.83K
HGA
1689
Hobbs Group Advisors
South Carolina
$6.83K
SIC
1690
SJS Investment Consulting
Ohio
$6.29K
MFS
1691
Mattson Financial Services
Michigan
$5.96K
HI
1692
Hoey Investments
Pennsylvania
$5.51K
CA
1693
Claris Advisors
Missouri
$5.39K +$4.95K +30 New
CPG
1694
Cornerstone Planning Group
New Jersey
$5.22K +$825 +5 +24%
TCA
1695
Trifecta Capital Advisors
Illinois
$5.03K
TCM
1696
TD Capital Management
Tennessee
$4.67K
BIM
1697
Breakwater Investment Management
Washington
$4.49K -$9.07K -55 -69%
TFM
1698
TFC Financial Management
Massachusetts
$4.49K
WCM
1699
Westend Capital Management
California
$4.49K
CWC
1700
Carolinas Wealth Consulting
North Carolina
$4.31K +$1.81K +11 +85%

FISV Hedge Fund Activity: Q3 2024 in Review

1,724 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2024, worth a combined $92.2B — up 19% from $77.3B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new FISV positions and 90 closed out — a net gain of 80 holders — while 588 added to existing stakes and 697 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $702M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $871M sold.

  • 1,724 institutional investors held Fiserv Inc (FISV) as of Q3 2024, up from 1,666 in Q2 2024.
  • Funds reported $92.2B of Fiserv Inc stock for Q3 2024, up 19% quarter-over-quarter.
  • 170 funds opened new Fiserv Inc positions in Q3 2024 and 90 closed out, a net change of +80 holders.
  • The largest Fiserv Inc buyer in Q3 2024 was Sanders Capital, an estimated $702M added.
  • The largest Fiserv Inc seller in Q3 2024 was Veritas Asset Management, an estimated $871M sold.

Based on aggregated 13F filings for Q3 2024.