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FISV

Fiserv Inc
FISV

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: 105 → 125 (+20)

16% more capital invested

Capital invested by funds: $92.2B → $107B (+$14.8B)

10% more funds holding

Funds holding: 1,724 → 1,901 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$524M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$440M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$434M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$361M
5
Morgan Stanley
Morgan Stanley
New York
+$268M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$946M
2
JP Morgan Chase
JP Morgan Chase
New York
-$758M
3
BI
BlueSpruce Investments
Illinois
-$273M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
5
Ameriprise
Ameriprise
Minnesota
-$196M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1876
WealthTrak Capital Management
Virginia
$3.08K +$3.06K +15 New
PWA
1877
Principia Wealth Advisory
Texas
$3.08K +$3.06K +15 New
WW
1878
Winnow Wealth
Texas
$2.69K +$2.86K +14 New
JFG
1879
JDM Financial Group
Texas
$2.67K – – –
PIS
1880
POM Investment Strategies
North Carolina
$2.67K – – –
PS
1881
PayPay Securities
Japan
$2.46K +$2.45K +12 New
NS
1882
NBC Securities
Alabama
$2.36K -$2.31M -11,336 -100%
CT
1883
Coastline Trust
Rhode Island
$2.05K -$15.1K -74 -88%
CSC
1884
Caldwell Sutter Capital
California
$2.05K – – –
VWM
1885
Valley Wealth Managers
New Jersey
$2.05K – – –
1IA
1886
1620 Investment Advisors
Massachusetts
$1.68K – – –
JAM
1887
JCIC Asset Management
Ontario, Canada
$1.64K +$1.63K +8 New
VWM
1888
Vermillion Wealth Management
Minnesota
$1.64K +$1.63K +8 New
CAWM
1889
Capital A Wealth Management
Pennsylvania
$1.44K +$1.43K +7 New
PWM
1890
Parkworth Wealth Management
California
$1.44K +$1.43K +7 New
TWD
1891
True Wealth Design
Ohio
$1.41K +$1.43K +7 New
RPA
1892
Redwood Park Advisors
California
$1.23K +$1.23K +6 New
CAM
1893
Chesapeake Asset Management
New York
$1.03K – – –
WA
1894
WestEnd Advisors
North Carolina
$1.03K +$204 +1 +25%
PMAM
1895
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
AWM
1896
Activest Wealth Management
Florida
$822 +$817 +4 New
MCM
1897
Mainstream Capital Management
California
$822 +$817 +4 New
SMAM
1898
Sugar Maple Asset Management
Wisconsin
$616 +$612 +3 New
KBFS
1899
Kohmann Bosshard Financial Services
Ohio
$411 +$408 +2 New
SSG
1900
Summit Securities Group
New York
$411 +$408 +2 New
74 75
76
77 78

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.