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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
QL
1776
Quarry LP
New York
$42.1K +$14.3K +70 +52%
BC
1777
Broadwater Capital
Massachusetts
$41.1K -$40.8K -200 -50%
EWP
1778
Elevation Wealth Partners
California
$41.1K
FDCP
1779
Foster Dykema Cabot & Partners
Massachusetts
$41.1K
MSWM
1780
Mowery & Schoenfeld Wealth Management
Illinois
$40.7K +$20K +98 +98%
SN
1781
Sittner & Nelson
Oregon
$39.4K
WAG
1782
Wiser Advisor Group
Arizona
$39K
PWMG
1783
Prestige Wealth Management Group
New Jersey
$37.4K
MSG
1784
Main Street Group
Virginia
$37.2K
CCM
1785
Campbell Capital Management
Florida
$37K +$36.7K +180 New
Capstone Investment Advisors
1786
Capstone Investment Advisors
New York
$36.6K -$317K -1,552 -90%
PPA
1787
Painted Porch Advisors
California
$36.4K +$2.04K +10 +6%
AIP
1788
Arrowpoint Investment Partners
Singapore
$35.5K +$35.3K +173 New
GCM
1789
Gables Capital Management
Florida
$35.1K
SC
1790
Stance Capital
Massachusetts
$34.9K +$34.7K +170 New
DF
1791
Dunhill Financial
United Kingdom
$34.5K +$7.55K +37 +28%
PB
1792
Pinnacle Bancorp
Nebraska
$33.9K -$14.7K -72 -30%
CMA
1793
Cedar Mountain Advisors
Oregon
$33.3K -$5.92K -29 -15%
CFS
1794
Compass Financial Services
Iowa
$30.8K +$30.6K +150 New
BWAM
1795
Boyd Watterson Asset Management
Ohio
$30.6K
TFA
1796
Transamerica Financial Advisors
Florida
$30K
MA
1797
MCF Advisors
Kentucky
$29.6K
HDIM
1798
Hanson & Doremus Investment Management
Vermont
$29K
VNA
1799
Valley National Advisers
Pennsylvania
$29K +$29.6K +145 New
AWM
1800
Abound Wealth Management
Tennessee
$28.7K +$612 +3 +2%

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.