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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
TCM
1851
TD Capital Management
Tennessee
$7.6K +$2.25K +11 +42%
RWPA
1852
Richard W. Paul & Associates
Michigan
$7.19K -$280K -1,373 -98%
TF
1853
Tompkins Financial
New York
$7.19K -$79.8K -391 -92%
CSWM
1854
Cassady Schiller Wealth Management
Ohio
$7.19K +$7.14K +35 New
MFS
1855
Mattson Financial Services
Michigan
$7.19K
VWA
1856
Valued Wealth Advisors
Utah
$6.99K -$2.04K -10 -23%
CPG
1857
Cornerstone Planning Group
New Jersey
$6.39K +$817 +4 +15%
CWP
1858
Clark Wealth Partners
Illinois
$6.16K +$6.12K +30 New
SFGP
1859
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.96K +$5.92K +29 New
TCA
1860
Trifecta Capital Advisors
Illinois
$5.75K
GSWM
1861
Golden State Wealth Management
California
$5.75K +$5.72K +28 New
T
1862
Tidemark
California
$5.55K +$5.51K +27 New
MHR
1863
Matthew Hamilton Rosenberg
$5.34K +$4.08K +20 +333%
BIM
1864
Breakwater Investment Management
Washington
$5.14K
TFM
1865
TFC Financial Management
Massachusetts
$5.14K
WCM
1866
Westend Capital Management
California
$5.14K
RAM
1867
Riggs Asset Management
Pennsylvania
$4.75K
FWM
1868
FSA Wealth Management
Massachusetts
$4.72K
HWA
1869
HHM Wealth Advisors
Tennessee
$4.72K +$4.7K +23 New
HFS
1870
Horizon Financial Services
North Carolina
$4.72K +$4.7K +23 New
RI
1871
Ridgewood Investments
New Jersey
$4.62K
NMG
1872
New Millennium Group
Utah
$4.31K
GFPC
1873
Global Financial Private Client
Florida
$3.7K +$1.63K +8 +80%
BHWM
1874
Bay Harbor Wealth Management
Maryland
$3.49K
GEA
1875
Glen Eagle Advisors
New Jersey
$3.29K

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.