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 %
MGP
626
Metis Global Partners
California
$4.78M +$114K +555 +2%
ITIM
627
Indiana Trust & Investment Management
Indiana
$4.76M -$68K -331 -1%
SI
628
Stephens Inc
Arkansas
$4.74M -$1.24M -6,014 -21%
CAL
629
Capital Analysts LLC
Pennsylvania
$4.73M -$119K -580 -2%
BCM
630
Becker Capital Management
Oregon
$4.72M -$55.5K -270 -1%
Acadian Asset Management
631
Acadian Asset Management
Massachusetts
$4.72M +$3M +14,639 +175%
CPC
632
Consolidated Planning Corp
Georgia
$4.68M +$65.9K +321 +1%
VanEck Associates
633
VanEck Associates
New York
$4.66M +$122K +594 +3%
OIAM
634
OFI Invest Asset Management
France
$4.65M +$4.65M +23,445 New
LS
635
Livforsakringsbolaget Skandia
Sweden
$4.64M
AIM
636
AMI Investment Management
Indiana
$4.62M -$832K -4,051 -15%
FMWA
637
Forvis Mazars Wealth Advisors
Missouri
$4.6M -$208K -1,014 -4%
Carson Wealth (CWM LLC)
638
Carson Wealth (CWM LLC)
Nebraska
$4.59M -$178K -866 -4%
BAM
639
Broyhill Asset Management
North Carolina
$4.58M +$4.58M +22,305 New
TAMH
640
Taikang Asset Management (HK)
Hong Kong
$4.58M +$61.6K +300 +1%
LOAMS
641
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.58M +$483K +2,353 +12%
FNA
642
First National Advisers
Nebraska
$4.55M +$115K +562 +3%
BLC
643
Brown, Lisle/Cummings
Rhode Island
$4.55M -$205K -999 -4%
PCA
644
Peddock Capital Advisors
Massachusetts
$4.55M -$81.6K -397 -2%
BCM
645
Birch Capital Management
Texas
$4.54M +$15K +73 +0.3%
AHC
646
Anderson Hoagland & Co
Missouri
$4.51M
RSWM
647
Robertson Stephens Wealth Management
California
$4.51M -$23K -112 -0.5%
VAG
648
VisionPoint Advisory Group
Texas
$4.48M -$120K -585 -3%
TCOO
649
Trust Company of Oklahoma
Oklahoma
$4.48M -$108K -526 -2%
MC
650
Moors & Cabot
Massachusetts
$4.47M +$25.1K +122 +0.6%