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 %
RFN
726
RDA Financial Network
Iowa
$3.07M +$1.57M +7,619 +104%
MAS
727
Meeder Advisory Services
Ohio
$3.06M +$2.88K +14 +0.1%
BC
728
Burney Company
Virginia
$3.05M
DCM
729
Decatur Capital Management
Georgia
$3.05M +$3.05M +14,832 New
RC
730
Roundview Capital
New Jersey
$3.04M +$126K +611 +4%
MWS
731
Maxwell Wealth Strategies
California
$3.04M -$46.2K -225 -1%
CG
732
Caprock Group
Idaho
$3.03M +$145K +708 +5%
CHC
733
City Holding Co
West Virginia
$3.02M +$173K +841 +6%
GIS
734
Graphene Investments SAS
France
$3.02M -$1.07M -5,200 -26%
AC
735
Asio Capital
Kentucky
$3.01M +$44.2K +215 +1%
CTC
736
Central Trust Company
Missouri
$2.99M +$147K +716 +5%
IWC
737
Integrated Wealth Concepts
Massachusetts
$2.97M -$63.9K -311 -2%
HIP
738
Harrell Investment Partners
Texas
$2.94M +$3.08K +15 +0.1%
DC
739
Davenport & Co
Virginia
$2.93M -$4.11K -20 -0.1%
BIM
740
Baldwin Investment Management
Pennsylvania
$2.92M -$1.47M -7,145 -33%
SW
741
SteelPeak Wealth
California
$2.9M +$2.9M +14,103 New
GF
742
Gabelli Funds
New York
$2.88M -$672K -3,270 -19%
TIAA Trust, National Association
743
TIAA Trust, National Association
North Carolina
$2.86M +$197K +958 +7%
GT
744
Greenleaf Trust
Michigan
$2.86M +$383K +1,863 +15%
HIA
745
Harbor Investment Advisory
Maryland
$2.86M -$46.2K -225 -2%
CIG
746
Cullen Investment Group
Louisiana
$2.84M +$16K +78 +0.6%
CIS
747
Capital International Sarl
California
$2.84M +$784K +3,816 +38%
HCM
748
Howland Capital Management
Massachusetts
$2.84M +$106K +516 +4%
LNWWM
749
Laird Norton Wetherby Wealth Management
California
$2.79M -$246K -1,198 -8%
TFS
750
Thoroughbred Financial Services
Tennessee
$2.79M -$30.8K -150 -1%