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 %
OCA
576
Otter Creek Advisors
Florida
$6.11M +$20.7K +101 +0.3%
Walleye Capital
577
Walleye Capital
New York
$6.1M -$467K -2,272 -7%
UCFA
578
United Capital Financial Advisors
Texas
$6.04M -$18.9K -92 -0.3%
FT
579
Fiduciary Trust
Massachusetts
$5.99M +$302K +1,470 +5%
Lido Advisors
580
Lido Advisors
California
$5.98M -$7.28M -35,442 -55%
IMRF
581
Illinois Municipal Retirement Fund
Illinois
$5.97M +$504K +2,453 +9%
VIM
582
Vinva Investment Management
Australia
$5.94M +$801K +3,881 +16%
HWM
583
HB Wealth Management
Georgia
$5.91M +$182K +886 +3%
FPW
584
Fairvoy Private Wealth
Alabama
$5.91M +$5.91M +28,747 New
OIA
585
OneDigital Investment Advisors
Kansas
$5.87M +$382K +1,860 +7%
SAM
586
Silphium Asset Management
United Kingdom
$5.84M +$809K +3,938 +16%
SC
587
Savant Capital
Illinois
$5.83M -$798K -3,886 -12%
TFG
588
Taylor Financial Group
Virginia
$5.8M
CFO
589
Callan Family Office
Pennsylvania
$5.78M +$4.81M +23,403 +492%
CLGM
590
Capitolis Liquid Global Markets
New York
$5.78M -$1.64M -8,000 -22%
GP
591
Geneva Partners
Wisconsin
$5.75M -$41.1K -200 -0.7%
PCIA
592
Prime Capital Investment Advisors
Kansas
$5.74M +$47.9K +233 +0.8%
CCT
593
Capital City Trust
Florida
$5.73M +$62.7K +305 +1%
ATS
594
Ashton Thomas Securities
New York
$5.72M +$125K +608 +2%
TCCM
595
Timber Creek Capital Management
Massachusetts
$5.71M -$98.6K -480 -2%
ECM
596
EagleClaw Capital Management
Massachusetts
$5.71M -$61.6K -300 -1%
AG
597
Ascent Group
Virginia
$5.69M +$296K +1,443 +6%
HCA
598
Horan Capital Advisors
Ohio
$5.67M -$69.8K -340 -1%
RF
599
Robbins Farley
New Hampshire
$5.66M +$265K +1,288 +5%
NMERB
600
New Mexico Educational Retirement Board
New Mexico
$5.63M -$247K -1,200 -4%