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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
EPIM
1701
Evelyn Partners Investment Management
$144K +$143K +700 New
WSC
1702
Wellington Shields & Co
New York
$140K
FPB
1703
First PREMIER Bank
South Dakota
$135K
RP
1704
Rowlandmiller & Partners
Georgia
$134K +$134K +654 New
Parallax Volatility Advisers
1705
Parallax Volatility Advisers
California
$134K -$964K -4,723 -88%
OWP
1706
ORG Wealth Partners
Texas
$133K -$28.8K -141 -18%
ACM
1707
Accent Capital Management
Ohio
$131K
MCM
1708
MV Capital Management
Maryland
$128K -$1.23K -6 -1%
FFA
1709
Fairfield Financial Advisors
Massachusetts
$127K +$127K +620 New
PWMAI
1710
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$127K +$33.3K +163 +36%
PGAM
1711
Princeton Global Asset Management
New Jersey
$127K
EBA
1712
Eagle Bay Advisors
New York
$126K -$3.67K -18 -3%
VCM
1713
Versant Capital Management
Arizona
$125K +$35.7K +175 +40%
GTAM
1714
Global Trust Asset Management
Florida
$124K
TFIPS
1715
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K
AP
1716
Atwood & Palmer
Missouri
$116K -$102K -500 -47%
AWM
1717
AllSquare Wealth Management
New York
$114K
HCP
1718
Hexagon Capital Partners
Arkansas
$114K -$5.92K -29 -5%
FP
1719
Financial Perspectives
Minnesota
$113K +$112K +550 New
XC
1720
XY Capital
Hong Kong
$104K +$103K +504 New
GITFIT
1721
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$103K -$40.8K -200 -29%
RWM
1722
Rialto Wealth Management
New York
$103K +$102K +500 New
EAM
1723
Empirical Asset Management
Massachusetts
$95K +$12.8M +62,522 New
TSMHT
1724
Thurston Springer Miller Herd & Titak
Indiana
$93.9K +$93.3K +457 New
WA
1725
WPG Advisers
Maryland
$85.9K +$85.3K +418 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.