We are live on ! Find out more
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
GT
751
Greenleaf Trust
Michigan
$2.86M +$380K +1,863 +15%
HIA
752
Harbor Investment Advisory
Maryland
$2.86M -$45.9K -225 -2%
CIG
753
Cullen Investment Group
Louisiana
$2.84M +$15.9K +78 +0.6%
CIS
754
Capital International Sarl
California
$2.84M +$779K +3,816 +38%
HCM
755
Howland Capital Management
Massachusetts
$2.84M +$105K +516 +4%
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$2.79M -$245K -1,198 -8%
TFS
757
Thoroughbred Financial Services
Tennessee
$2.79M -$30.6K -150 -1%
Fayez Sarofim & Co
758
Fayez Sarofim & Co
Texas
$2.78M -$61.2K -300 -2%
BIA
759
Barry Investment Advisors
Massachusetts
$2.78M -$509K -2,493 -16%
GRP
760
Global Retirement Partners
California
$2.76M +$470K +2,304 +21%
HR
761
Hardy Reed
Mississippi
$2.75M +$4.08K +20 +0.1%
PSB
762
Passumpsic Savings Bank
Vermont
$2.74M -$74.7K -366 -3%
MIM
763
MTM Investment Management
South Carolina
$2.73M -$3.47K -17 -0.1%
USAA
764
United Services Automobile Association
Texas
$2.71M -$70.4K -345 -3%
ETC
765
Exchange Traded Concepts
Oklahoma
$2.69M +$677K +3,318 +34%
PP
766
Prudential plc
United Kingdom
$2.68M -$6.89M -33,757 -72%
BAMCO Inc
767
BAMCO Inc
New York
$2.67M -$61.2K -300 -2%
DWM
768
Dakota Wealth Management
Florida
$2.67M +$76.6K +375 +3%
S
769
SignatureFD
Georgia
$2.66M +$74.1K +363 +3%
CFCI
770
Comprehensive Financial Consultants Institutional
Indiana
$2.66M -$119K -581 -4%
CFG
771
Citizens Financial Group
Rhode Island
$2.66M +$22.3K +109 +0.8%
AF
772
Aviso Financial
Ontario, Canada
$2.65M -$546K -2,674 -17%
NDSI
773
Newman Dignan & Sheerar Inc
Rhode Island
$2.64M -$104K -509 -4%
BHBT
774
Burke & Herbert Bank & Trust
Virginia
$2.64M
AIIMS
775
Analyst IMS Investment Management Services
Israel
$2.62M

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.