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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
SS
1751
Sunbelt Securities
Texas
$60.6K +$51K +250 +568%
FNWA
1752
Financial Network Wealth Advisors
Utah
$59.8K -$111K -545 -65%
RFS
1753
Richardson Financial Services
Massachusetts
$58.4K +$44.9K +220 +349%
BIA
1754
Bell Investment Advisors
California
$58.1K -$3.88K -19 -6%
EB
1755
Eastern Bank
Massachusetts
$56.9K
ME
1756
McIlrath & Eck
Washington
$55.9K
CWC
1757
Carolinas Wealth Consulting
North Carolina
$55.5K +$50.2K +246 +1,025%
SO
1758
Sierra Ocean
California
$54.6K +$54.3K +266 New
MAS
1759
MPWM Advisory Solutions
Georgia
$54.2K +$53.9K +264 New
NFSG
1760
Newbridge Financial Services Group
Florida
$53.4K +$53.1K +260 New
WWM
1761
Wolff Wiese Magana
California
$51.6K
MMG
1762
Monetary Management Group
Missouri
$51.4K
RF
1763
Roxbury Financial
New Jersey
$50.4K +$46.5K +228 New
MCA
1764
Midwest Capital Advisors
Michigan
$50.1K +$49.8K +244 New
KIM
1765
Kestra Investment Management
Texas
$49.7K +$49.4K +242 New
FF
1766
Friedenthal Financial
New Jersey
$49.3K +$49K +240 New
CH
1767
Canton Hathaway
Rhode Island
$49K
PWMG
1768
Private Wealth Management Group
New Jersey
$45.6K
MFG
1769
Mendota Financial Group
Wisconsin
$45.4K -$53.5K -262 -54%
KC
1770
Knuff & Co
California
$45.2K +$44.9K +220 New
HNW
1771
High Note Wealth
Minnesota
$44.8K +$44.5K +218 New
KSB
1772
Kennebec Savings Bank
Maine
$44.3K
MWA
1773
Medallion Wealth Advisors
Connecticut
$44.2K +$40.8K +200 New
CYG
1774
Clean Yield Group
Vermont
$44K +$8.98K +44 +26%
AA
1775
Ancora Advisors
Ohio
$42.2K +$4.49K +22 +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.