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 %
MPPLM
776
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.58M +$94.1K +458 +4%
SC
777
Sawyer & Company
Massachusetts
$2.58M +$37K +180 +1%
EWA
778
EP Wealth Advisors
California
$2.58M +$38.2K +186 +2%
CAM
779
Cresset Asset Management
Illinois
$2.56M -$6.36M -30,972 -71%
JHCP
780
Jackson Hole Capital Partners
Oklahoma
$2.55M +$39.2K +191 +2%
AAS
781
Annex Advisory Services
Wisconsin
$2.55M -$94.1K -458 -4%
BFA
782
Buttonwood Financial Advisors
Maryland
$2.54M -$115K -558 -4%
CIA
783
Concurrent Investment Advisors
Florida
$2.53M -$6.37K -31 -0.3%
PAM
784
Palisade Asset Management
Minnesota
$2.52M -$411 -2 -0%
PCA
785
Private Capital Advisors
Connecticut
$2.52M
KA
786
Kovack Advisors
Florida
$2.49M +$9.04K +44 +0.4%
PCM
787
Prelude Capital Management
New York
$2.49M -$1.84M -8,975 -43%
BOC
788
Barbara Oil Co
Illinois
$2.47M
A
789
Allianz
Germany
$2.46M +$256K +1,241 +12%
CCA
790
Covey Capital Advisors
Georgia
$2.46M -$122K -594 -5%
LC
791
Lindbrook Capital
California
$2.45M +$6.37K +31 +0.3%
BIA
792
Benchmark Investment Advisors
Illinois
$2.44M +$44.8K +218 +2%
HI
793
Harbour Investments
Wisconsin
$2.42M +$355K +1,729 +17%
FHA
794
First Horizon Advisors
Tennessee
$2.42M -$1.09M -5,308 -31%
IAA
795
Independent Advisor Alliance
North Carolina
$2.42M +$404K +1,966 +20%
TCM
796
Twin Capital Management
Pennsylvania
$2.42M -$17.9K -87 -0.7%
HVCM
797
Hel Ved Capital Management
Hong Kong
$2.41M -$514K -2,500 -18%
VSQM
798
V-Square Quantitative Management
Illinois
$2.4M -$23.8K -116 -1%
OLVIG
799
Oliver Lagore Vanvalin Investment Group
Michigan
$2.37M +$182K +888 +8%
HCM
800
Harvey Capital Management
Florida
$2.37M -$30.8K -150 -1%