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 %
Fayez Sarofim & Co
751
Fayez Sarofim & Co
Texas
$2.78M -$61.6K -300 -2%
BIA
752
Barry Investment Advisors
Massachusetts
$2.78M -$512K -2,493 -16%
GRP
753
Global Retirement Partners
California
$2.76M +$473K +2,304 +21%
HR
754
Hardy Reed
Mississippi
$2.75M +$4.11K +20 +0.1%
PSB
755
Passumpsic Savings Bank
Vermont
$2.74M -$75.2K -366 -3%
MIM
756
MTM Investment Management
South Carolina
$2.73M -$3.49K -17 -0.1%
USAA
757
United Services Automobile Association
Texas
$2.71M -$70.9K -345 -3%
ETC
758
Exchange Traded Concepts
Oklahoma
$2.69M +$682K +3,318 +34%
PP
759
Prudential plc
United Kingdom
$2.68M -$6.93M -33,757 -72%
BAMCO Inc
760
BAMCO Inc
New York
$2.67M -$61.6K -300 -2%
DWM
761
Dakota Wealth Management
Florida
$2.67M +$77K +375 +3%
S
762
SignatureFD
Georgia
$2.66M +$74.6K +363 +3%
CFCI
763
Comprehensive Financial Consultants Institutional
Indiana
$2.66M -$119K -581 -4%
CFG
764
Citizens Financial Group
Rhode Island
$2.66M +$22.4K +109 +0.8%
AF
765
Aviso Financial
Ontario, Canada
$2.65M -$549K -2,674 -17%
NDSI
766
Newman Dignan & Sheerar Inc
Rhode Island
$2.64M -$105K -509 -4%
BHBT
767
Burke & Herbert Bank & Trust
Virginia
$2.64M
AIIMS
768
Analyst IMS Investment Management Services
Israel
$2.62M
UW
769
Unique Wealth
Florida
$2.62M +$213K +1,038 +9%
WANY
770
Wealthspire Advisors (New York)
New York
$2.61M -$164K -796 -6%
SWP
771
Sagespring Wealth Partners
Tennessee
$2.61M +$2.61M +12,687 New
HAG
772
HighPoint Advisor Group
Illinois
$2.61M +$76.4K +334 +3%
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.6M +$1.35M +6,259 +108%
ST
774
Sabal Trust
Florida
$2.6M +$5.75K +28 +0.2%
GI
775
GLOBALT Investments
Georgia
$2.59M -$36.6K -178 -1%