1,874 hedge funds and large institutions have $107B invested in Fiserv in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 600 increasing their positions, 747 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,874
Holders Change
+168
Holders Change %
+9.85%
% of All Funds
24.94%
Holding in Top 10
124
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+19.23%
% of All Funds
1.65%
New
271
Increased
600
Reduced
747
Closed
70
Calls
$415M
Puts
$492M
Net Calls
-$77.5M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
476
DNCA Finance
France
$9.5M -$1.08M -5,250 -10%
MKC
477
M. Kraus & Co
Vermont
$9.5M +$61.6K +300 +0.7%
AFWM
478
AMJ Financial Wealth Management
Virginia
$9.47M -$643K -3,129 -6%
Wealthfront Advisers
479
Wealthfront Advisers
California
$9.46M +$1.69M +8,233 +22%
TSS
480
Thomas Story & Son
Indiana
$9.44M -$170K -830 -2%
GAM
481
Generali Asset Management
Italy
$9.44M +$9.44M +45,955 New
CVM
482
Cheviot Value Management
California
$9.39M -$161K -785 -2%
HBT
483
Hills Bank & Trust
Iowa
$9.35M -$62.4K -304 -0.7%
KAS
484
Kestra Advisory Services
Texas
$9.27M -$12.5M -60,802 -57%
DRD
485
Dennis R. Delaney
$9.26M -$223K -1,086 -2%
BPWM
486
Badgley Phelps Wealth Managers
Washington
$9.23M +$9M +43,817 +3,878%
SCM
487
Soros Capital Management
New York
$9.15M -$2.11M -10,275 -19%
Simplex Trading
488
Simplex Trading
Illinois
$9.12M +$4.22M +20,544 +86%
SA
489
Sanctuary Advisors
Indiana
$9.12M +$187K +866 +2%
RAM
490
Redmond Asset Management
Virginia
$9.09M -$438K -2,130 -5%
MGP
491
M&G plc
United Kingdom
$9.07M -$3.75M -18,299 -29%
HPC
492
HM Payson & Co
Maine
$9.02M -$38.4K -187 -0.4%
JC
493
Jacobs & Co
California
$8.98M -$524K -2,553 -6%
Wellington Management Group
494
Wellington Management Group
Massachusetts
$8.9M -$1.45M -7,079 -14%
CRC
495
Curi RMB Capital
Illinois
$8.87M -$177K -864 -2%
BEAM
496
Baker Ellis Asset Management
Washington
$8.76M -$33.9K -165 -0.4%
VCA
497
Verdence Capital Advisors
Maryland
$8.67M -$1.84M -8,961 -18%
HT
498
Heritage Trust
Oklahoma
$8.61M +$8.61M +41,923 New
EIA
499
Edgemoor Investment Advisors
Maryland
$8.6M +$151K +733 +2%
SWM
500
Spire Wealth Management
Virginia
$8.53M -$1.64M -7,968 -16%