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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
SPWM
1951
Schrum Private Wealth Management
Florida
-$216K -1,200 Closed
BS
1952
Banco Santander
Spain
-$215K -1,196 Closed
IRC
1953
Investors Research Corp
Georgia
-$81.6K -454 Closed
GAG
1954
Goodman Advisory Group
Massachusetts
-$71K -395 Closed
GSEP
1955
Golden State Equity Partners
California
-$58.6K -326 Closed
RWA
1956
Redmont Wealth Advisors
Illinois
-$41.5K -231 Closed
CPA
1957
Clear Point Advisors
New York
-$39.5K -220 Closed
CCM
1958
Chilton Capital Management
Texas
-$24.1K -134 Closed
MAM
1959
Morse Asset Management
Connecticut
-$16.2K -90 Closed
NFA
1960
Northwest Financial Advisors
Virginia
-$15.8K -88 Closed
CPA
1961
Capital Performance Advisors
California
-$14.3K -79 Closed
GA
1962
GoalVest Advisory
New York
-$14.2K -79 Closed
HGERS
1963
Householder Group Estate & Retirement Specialist
Arizona
-$10K -59 Closed
RWM
1964
Reston Wealth Management
Virginia
-$8.44K -47 Closed
PWA
1965
Provenance Wealth Advisors
Florida
-$7.54K -42 Closed
SHIM
1966
Stone House Investment Management
Pennsylvania
-$7.19K -40 Closed
HGA
1967
Hobbs Group Advisors
South Carolina
-$6.83K -38 Closed
CA
1968
Claris Advisors
Missouri
-$5.39K -30 Closed
VAMG
1969
Voisard Asset Management Group
Michigan
-$2.52K -14 Closed
FCAS
1970
First Command Advisory Services
Texas
-$1.08K -6 Closed
WTFG
1971
Wood Tarver Financial Group
Idaho
+$408 +2 New

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.