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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
BCM
701
Blume Capital Management
California
$3.67M -$1.15M -5,621 -24%
CIG
702
CHB Investment Group
Pennsylvania
$3.61M -$80.8K -396 -2%
ANTB
703
AMG National Trust Bank
Colorado
$3.61M -$635K -3,111 -15%
GI
704
GAMMA Investing
California
$3.6M +$612K +3,000 +21%
NAAA
705
New Age Alpha Advisors
New York
$3.59M +$3.55M +17,368 +16,700%
AWM
706
Axxcess Wealth Management
California
$3.58M -$94.7K -464 -3%
CCM
707
Coldstream Capital Management
Washington
$3.55M +$586K +2,870 +20%
AC
708
Allstate Corporation
Illinois
$3.54M +$3.52M +17,225 New
PIM
709
Penobscot Investment Management
Massachusetts
$3.53M -$316K -1,550 -8%
P
710
&Partners
Tennessee
$3.52M +$1.68M +8,221 +96%
SSCM
711
Sovereign's Capital Management
Georgia
$3.48M +$3.46M +16,954 New
CCM
712
Condor Capital Management
New Jersey
$3.48M -$42.7K -209 -1%
TMAM
713
Tokio Marine Asset Management
Japan
$3.47M +$178K +871 +5%
BIM
714
Bridges Investment Management
Nebraska
$3.45M -$350K -1,715 -9%
PDL
715
Portfolio Design Labs
California
$3.44M +$170K +832 +5%
PA
716
Pinnacle Associates
New York
$3.44M +$14.1K +69 +0.4%
EHWM
717
Eads & Heald Wealth Management
Georgia
$3.41M -$405K -1,986 -11%
AWCI
718
Alpine Woods Capital Investors
New York
$3.36M
PWM
719
Palumbo Wealth Management
New York
$3.36M +$327K +1,601 +11%
WMG
720
WESCAP Management Group
California
$3.36M
SC
721
Scotia Capital
Ontario, Canada
$3.34M +$656K +3,215 +25%
NSIM
722
North Star Investment Management
Illinois
$3.34M +$51K +250 +2%
ADMI
723
Albert D. Mason Inc
Massachusetts
$3.32M -$615K -3,013 -16%
ACM
724
Argyle Capital Management
Pennsylvania
$3.29M +$98K +480 +3%
FCM
725
Fairbanks Capital Management
California
$3.28M +$40K +196 +1%

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.