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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
WIC
476
Wilkins Investment Counsel
Massachusetts
$9.67M -$543K -2,660 -5%
GIBU
477
Gulf International Bank (UK)
United Kingdom
$9.62M -$266K -1,302 -3%
ACM
478
Ayrshire Capital Management
Connecticut
$9.58M +$352K +1,726 +4%
CCM
479
Carmel Capital Management
California
$9.57M +$1.91M +9,370 +25%
HFS
480
Hantz Financial Services
Michigan
$9.54M -$684K -3,353 -7%
DF
481
DNCA Finance
France
$9.5M -$1.07M -5,250 -10%
MKC
482
M. Kraus & Co
Vermont
$9.5M +$61.2K +300 +0.7%
AFWM
483
AMJ Financial Wealth Management
Virginia
$9.47M -$639K -3,129 -6%
Wealthfront Advisers
484
Wealthfront Advisers
California
$9.46M +$1.68M +8,233 +22%
TSS
485
Thomas Story & Son
Indiana
$9.44M -$169K -830 -2%
GAM
486
Generali Asset Management
Italy
$9.44M +$9.38M +45,955 New
CVM
487
Cheviot Value Management
California
$9.39M -$160K -785 -2%
HBT
488
Hills Bank & Trust
Iowa
$9.35M -$62.1K -304 -0.7%
KAS
489
Kestra Advisory Services
Texas
$9.27M -$12.4M -60,802 -57%
DRD
490
Dennis R. Delaney
$9.26M -$222K -1,086 -2%
BPWM
491
Badgley Phelps Wealth Managers
Washington
$9.23M +$8.94M +43,817 +3,878%
SCM
492
Soros Capital Management
New York
$9.15M -$2.1M -10,275 -19%
Simplex Trading
493
Simplex Trading
Illinois
$9.12M +$4.19M +20,544 +86%
SA
494
Sanctuary Advisors
Indiana
$9.12M +$177K +866 +2%
RAM
495
Redmond Asset Management
Virginia
$9.09M -$435K -2,130 -5%
MGP
496
M&G plc
United Kingdom
$9.07M -$3.74M -18,299 -29%
HPC
497
HM Payson & Co
Maine
$9.02M -$38.2K -187 -0.4%
JC
498
Jacobs & Co
California
$8.98M -$521K -2,553 -6%
Wellington Management Group
499
Wellington Management Group
Massachusetts
$8.9M -$1.45M -7,079 -14%
CRC
500
Curi RMB Capital
Illinois
$8.87M -$176K -864 -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.