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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
IRAG
676
Investment Research & Advisory Group
Georgia
$4.1M +$18.2K +89 +0.4%
CCM
677
Cox Capital Management
Massachusetts
$4.09M -$3.45M -16,903 -46%
MFG
678
Merit Financial Group
Georgia
$4.07M +$2.41M +11,783 +147%
ECM
679
Everence Capital Management
Indiana
$4.06M
Kayne Anderson Rudnick Investment Management
680
Kayne Anderson Rudnick Investment Management
California
$4.05M +$328K +1,605 +9%
BFG
681
Bleakley Financial Group
New Jersey
$4.03M +$140K +684 +4%
AWM
682
Apollon Wealth Management
South Carolina
$4.02M +$157K +769 +4%
CNAM
683
Campbell Newman Asset Management
Wisconsin
$4.02M -$35.7K -175 -0.9%
CFB
684
Cullen/Frost Bankers
Texas
$4M +$3.45M +16,897 +655%
AEPWM
685
Atlantic Edge Private Wealth Management
Florida
$3.94M -$111K -542 -3%
FB
686
Fulton Bank
Pennsylvania
$3.94M -$617K -3,024 -14%
SCM
687
Sterling Capital Management
North Carolina
$3.92M -$116K -567 -3%
TFA
688
Trinity Financial Advisors
Ohio
$3.92M
OCM
689
Olstein Capital Management
New York
$3.9M +$408K +2,000 +12%
WSFS
690
Wilmington Savings Fund Society
Delaware
$3.81M +$248K +1,215 +7%
BG
691
BDF Gestion
France
$3.78M -$329K -1,613 -8%
LJHT
692
Laurie J. Hall Trustee
$3.75M -$25.5K -125 -0.7%
CP
693
CenterBook Partners
Connecticut
$3.73M +$3M +14,679 +420%
LG
694
LaFleur & Godfrey
Michigan
$3.72M +$15.3K +75 +0.4%
ATPW
695
Ashton Thomas Private Wealth
Arizona
$3.71M +$312K +1,530 +9%
NMIMC
696
Northwestern Mutual Investment Management Company
Wisconsin
$3.71M -$37.2K -182 -1%
OAM
697
Ostrum Asset Management
France
$3.71M +$532K +2,606 +17%
BFG
698
Berger Financial Group
Minnesota
$3.69M -$24.5K -120 -0.7%
EIG
699
Ellenbecker Investment Group
Wisconsin
$3.69M -$6.74K -33 -0.2%
RVM
700
Robinson Value Management
Texas
$3.69M -$109K -533 -3%

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.