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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
BEAM
501
Baker Ellis Asset Management
Washington
$8.76M -$33.7K -165 -0.4%
VCA
502
Verdence Capital Advisors
Maryland
$8.67M -$1.83M -8,961 -18%
HT
503
Heritage Trust
Oklahoma
$8.61M +$8.56M +41,923 New
EIA
504
Edgemoor Investment Advisors
Maryland
$8.6M +$150K +733 +2%
SWM
505
Spire Wealth Management
Virginia
$8.53M -$1.63M -7,968 -16%
RMC
506
Resources Management Corp
Connecticut
$8.51M -$141K -693 -2%
HR
507
Howe & Rusling
New York
$8.49M -$771K -3,779 -8%
TIM
508
Thompson Investment Management
Wisconsin
$8.49M -$621K -3,043 -7%
CCG
509
Cloverfields Capital Group
Minnesota
$8.3M -$108K -531 -1%
CSP
510
Cary Street Partners
Virginia
$8.3M +$8.25M +40,400 New
TIA
511
Tandem Investment Advisors
South Carolina
$8.24M +$68.6K +336 +0.8%
MS
512
Marshall & Sullivan
Washington
$8.21M -$442K -2,167 -5%
SWM
513
Sendero Wealth Management
Texas
$8.14M -$1.36M -6,682 -14%
KRS
514
Kentucky Retirement Systems
Kentucky
$8.13M -$111K -545 -1%
CWM
515
CMH Wealth Management
New Hampshire
$8.11M -$179K -877 -2%
IIM
516
INTECH Investment Management
Florida
$8.06M -$2.04M -9,969 -20%
Vontobel Holding
517
Vontobel Holding
Switzerland
$8.04M -$316K -1,549 -4%
Verition Fund Management
518
Verition Fund Management
Connecticut
$8.04M -$12.5M -61,388 -61%
IIC
519
Ironwood Investment Counsel
Arizona
$8.03M -$225K -1,103 -3%
JGUA
520
John G. Ullman & Associates
New York
$7.92M -$260K -1,275 -3%
HF
521
HRT Financial
New York
$7.92M -$12.8M -62,593 -62%
NME
522
Notis-McConarty Edward
$7.76M -$601K -2,944 -7%
GC
523
Guggenheim Capital
Illinois
$7.74M -$3.52M -17,265 -31%
QC
524
Quadrature Capital
United Kingdom
$7.57M +$7.52M +36,831 New
MCM
525
MAI Capital Management
Ohio
$7.51M +$160K +785 +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.