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
CW
1726
Curio Wealth
Maryland
$85.5K +$84.9K +416 New
BGAI
1727
Bruce G. Allen Investments
Colorado
$84.8K +$3.06K +15 +4%
CBT
1728
Crews Bank & Trust
Florida
$84K +$83.5K +409 New
HC
1729
Hoese & Co
Minnesota
$82.8K
EFP
1730
EnRich Financial Partners
Wisconsin
$82.6K
KB
1731
Kimelman & Baird
New York
$82.2K
RCM
1732
Ravenstone Capital Management
$82.2K +$81.7K +400 New
PSB
1733
Piscataqua Savings Bank
New Hampshire
$81.6K
NIMI
1734
Natixis Investment Managers International
France
$80.1K -$90.2K -442 -53%
MG
1735
MilWealth Group
Wisconsin
$79.1K
CWM
1736
Centricity Wealth Management
Ohio
$78.9K +$78.4K +384 New
DMBA
1737
Deseret Mutual Benefit Administrators
Utah
$78.3K -$1.23K -6 -2%
CAL
1738
Capital Advisors Ltd
Ohio
$78K +$2.86K +14 +4%
GBT
1739
Grove Bank & Trust
Florida
$77.9K +$53.7K +263 +227%
PP
1740
PrairieView Partners
Minnesota
$77K
FFO
1741
Fortitude Family Office
Arizona
$70K +$2.45K +12 +4%
WPA
1742
West Paces Advisors
Georgia
$68.6K
IWP
1743
IAG Wealth Partners
Wisconsin
$68K +$5.31K +26 +9%
WIM
1744
Westside Investment Management
California
$68K -$4.08K -20 -6%
DCM
1745
Davis Capital Management
Florida
$67.8K
Loomis, Sayles & Company
1746
Loomis, Sayles & Company
Massachusetts
$67K -$17.1K -84 -21%
RA
1747
Rise Advisors
New York
$65.1K +$408 +2 +0.6%
GKIM
1748
GW&K Investment Management
Massachusetts
$65K +$204 +1 +0.3%
HCM
1749
Hollencrest Capital Management
California
$63.5K
AF
1750
Atala Financial
California
$61.6K +$61.2K +300 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.