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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
ECM
601
EagleClaw Capital Management
Massachusetts
$5.71M -$61.2K -300 -1%
AG
602
Ascent Group
Virginia
$5.69M +$295K +1,443 +6%
HCA
603
Horan Capital Advisors
Ohio
$5.67M -$69.4K -340 -1%
RF
604
Robbins Farley
New Hampshire
$5.66M +$263K +1,288 +5%
NMERB
605
New Mexico Educational Retirement Board
New Mexico
$5.63M -$245K -1,200 -4%
CP
606
Clayton Partners
California
$5.62M -$41.6K -204 -0.7%
PS
607
Principal Securities
Iowa
$5.61M +$319K +1,565 +6%
NED
608
Nancy E. Dempze
$5.6M -$172K -843 -3%
ASN
609
Advisory Services Network
Georgia
$5.5M -$129K -632 -2%
GL
610
Graypoint LLC
New York
$5.49M -$69.8K -342 -1%
FWM
611
FFT Wealth Management
Pennsylvania
$5.49M +$12.7K +62 +0.2%
SC
612
SouthState Corp
Florida
$5.48M -$240K -1,175 -4%
AWM
613
Avior Wealth Management
Nebraska
$5.44M -$676K -3,313 -11%
EOJOAM
614
E. Ohman J:or Asset Management
Sweden
$5.36M +$439K +2,150 +9%
MWA
615
Meridian Wealth Advisors
Texas
$5.3M -$110K -541 -2%
PIM
616
Plato Investment Management
Australia
$5.23M +$795K +3,892 +18%
JCM
617
Jag Capital Management
Missouri
$5.17M +$53.7K +263 +1%
FFBTD
618
First Financial Bank - Trust Division
Ohio
$5.17M +$92.1K +451 +2%
CB
619
Cadence Bank
Mississippi
$5.16M -$1.84K -9 -0%
NB
620
Norinchukin Bank
Japan
$5.11M +$320K +1,566 +7%
EMB
621
Elefante Mark B
$5.07M +$5.04M +24,695 New
KTM
622
Keeler Thomas Management
Utah
$5.06M -$216K -1,056 -4%
MG
623
Marex Group
$5.04M -$48.4K -237 -1%
XT
624
XTX Topco
Cayman Islands
$5.02M +$2.36M +11,582 +90%
CPCPP
625
Canada Post Corporation Pension Plan
Canada
$4.98M +$4.95M +24,234 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.