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 %
CA
651
Cornerstone Advisors
North Carolina
$4.42M
APIM
652
Agate Pass Investment Management
Washington
$4.39M -$156K -761 -3%
WCM
653
Wisconsin Capital Management
Wisconsin
$4.38M +$26.3K +128 +0.6%
SIA
654
Soltis Investment Advisors
Utah
$4.29M +$3.83M +18,651 +844%
HWM
655
Hohimer Wealth Management
Washington
$4.28M +$16K +78 +0.4%
FNBOO
656
First National Bank of Omaha
Nebraska
$4.26M -$327K -1,594 -7%
SLI
657
Sumitomo Life Insurance
Japan
$4.25M +$334K +1,626 +9%
MWM
658
Mission Wealth Management
California
$4.24M +$61.2K +298 +1%
VI
659
Vestcor Inc
New Brunswick, Canada
$4.23M +$1.9M +9,255 +81%
SFI
660
Siemens Fonds Invest
Germany
$4.22M +$28.1K +136 +0.7%
DILIC
661
Dai-ichi Life Insurance Company
Japan
$4.22M -$2.31M -11,265 -35%
CUAMC
662
China Universal Asset Management Company
China
$4.2M +$2.15M +10,450 +105%
EF
663
Empirical Finance
Pennsylvania
$4.19M -$55.1K -268 -1%
PAS
664
Park Avenue Securities
New York
$4.18M +$975K +4,745 +30%
ACI
665
Alpha Cubed Investments
California
$4.17M -$144K -700 -3%
AWS
666
Atria Wealth Solutions
New York
$4.14M +$389K +1,893 +10%
KA
667
KLCM Advisors
Wisconsin
$4.13M -$24.7K -120 -0.6%
DCM
668
Davidson Capital Management
Texas
$4.13M +$21.8K +106 +0.5%
IRAG
669
Investment Research & Advisory Group
Georgia
$4.1M +$18.3K +89 +0.4%
CCM
670
Cox Capital Management
Massachusetts
$4.09M -$3.47M -16,903 -46%
MFG
671
Merit Financial Group
Georgia
$4.07M +$2.42M +11,783 +147%
ECM
672
Everence Capital Management
Indiana
$4.06M
Kayne Anderson Rudnick Investment Management
673
Kayne Anderson Rudnick Investment Management
California
$4.05M +$330K +1,605 +9%
BFG
674
Bleakley Financial Group
New Jersey
$4.03M +$141K +684 +4%
AWM
675
Apollon Wealth Management
South Carolina
$4.02M +$158K +769 +4%