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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
PP
1826
PFS Partners
New Jersey
$18.5K
TIM
1827
Tortoise Investment Management
New York
$17.9K +$1.43K +7 +9%
ADL
1828
Asset Dedication LLC
California
$17.3K
AAG
1829
Armstrong Advisory Group
Massachusetts
$15.6K +$15.5K +76 New
FWM
1830
FLP Wealth Management
Arkansas
$15K +$14.9K +73 New
AW
1831
Avion Wealth
Texas
$14K +$1.23K +6 +9%
RTL
1832
Red Tortoise LLC
Georgia
$13.8K
CJH
1833
Christopher J. Hasenberg
Wisconsin
$13.4K
RFG
1834
REAP Financial Group
Texas
$13.3K
DRP
1835
Decker Retirement Planning
Utah
$12.7K +$12.7K +62 New
CTWM
1836
Cherry Tree Wealth Management
Minnesota
$11.3K
HI
1837
Hoey Investments
Pennsylvania
$10.7K +$3.06K +15 +41%
CWM
1838
Consultiva Wealth Management
Puerto Rico
$10.5K +$10.4K +51 New
ITFISA
1839
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.3K -$1.29M -6,332 -99%
YAL
1840
Your Advocates Ltd
Texas
$10.3K
SL
1841
Salomon & Ludwin
Virginia
$10.1K
EC
1842
Elequin Capital
New York
$9.86K +$9.8K +48 New
VHAM
1843
Van Hulzen Asset Management
California
$8.83K +$8.78K +43 New
BWL
1844
Bogart Wealth LLC
Virginia
$8.83K +$1.02K +5 +13%
FW
1845
Fairway Wealth
Ohio
$8.83K +$8.78K +43 New
SIC
1846
SJS Investment Consulting
Ohio
$8.42K +$1.23K +6 +17%
RJA
1847
Ross\Johnson & Associates
Minnesota
$8.22K +$8.17K +40 New
ORAM
1848
One River Asset Management
Connecticut
$8.04K +$7.96K +39 New
DPW
1849
DiNuzzo Private Wealth
Pennsylvania
$7.81K
HWP
1850
Highline Wealth Partners
California
$7.81K +$5.1K +25 +192%

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.