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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
VCM
526
VeriStar Capital Management
New York
$7.47M -$1.18M -5,792 -14%
NIM
527
NEOS Investment Management
Connecticut
$7.46M +$1.78M +8,711 +32%
EFM
528
Eley Financial Management
Vermont
$7.36M -$147K -722 -2%
NRG
529
Nemes Rush Group
Michigan
$7.35M +$1.09M +5,347 +18%
BCM
530
Buckhead Capital Management
Georgia
$7.34M -$55.5K -272 -0.8%
CGH
531
Crossmark Global Holdings
Texas
$7.31M -$39.4K -193 -0.5%
HIMCH
532
Hartford Investment Management Co (HIMCO)
Connecticut
$7.23M -$235K -1,153 -3%
GHAM
533
Gilman Hill Asset Management
Connecticut
$7.21M -$210K -1,030 -3%
VHMC
534
Value Holdings Management Company
New York
$7.19M +$408K +2,000 +6%
DLCIG
535
D.L. Carlson Investment Group
New Hampshire
$7.18M -$33.1K -162 -0.5%
SAM
536
Selway Asset Management
$7.12M -$888K -4,350 -11%
GWM
537
Geneos Wealth Management
Colorado
$7.12M -$36.7K -180 -0.5%
AIM
538
Anchor Investment Management
South Carolina
$7.11M -$173K -846 -2%
DDC
539
DF Dent & Co
Maryland
$7.1M -$40.8K -200 -0.6%
BBI
540
Baxter Bros Inc
Connecticut
$7.08M -$76.1K -373 -1%
WP
541
Woodline Partners
California
$7.02M +$6.97M +34,166 New
AI
542
AdvisorShares Investments
Maryland
$7.01M -$2.17M -10,618 -24%
RMCM
543
Reynders McVeigh Capital Management
Massachusetts
$7.01M -$249K -1,218 -3%
NIM
544
Nicollet Investment Management
Minnesota
$7.01M -$35.9K -176 -0.5%
Envestnet Portfolio Solutions
545
Envestnet Portfolio Solutions
Illinois
$6.98M +$1.17M +5,727 +20%
CWM
546
Compass Wealth Management
Connecticut
$6.98M -$248K -1,216 -3%
FWTB
547
First Western Trust Bank
Colorado
$6.95M -$53.3K -261 -0.8%
NP
548
Nilsine Partners
Colorado
$6.95M +$32.1K +157 +0.5%
HEIP
549
Hudson Edge Investment Partners
New Jersey
$6.94M -$710K -3,480 -9%
MIS
550
Morningstar Investment Services
Illinois
$6.9M -$69.5M -340,371 -91%

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.