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 %
AI
801
Arvest Investments
Arkansas
$2.36M -$180K -875 -7%
WP
802
WealthShield Partners
North Carolina
$2.35M -$112K -546 -5%
CIC
803
Chilton Investment Company
Connecticut
$2.35M +$57.5K +280 +3%
SWMG
804
Signature Wealth Management Group
Georgia
$2.35M +$77.4K +377 +3%
MYAM
805
Meiji Yasuda Asset Management
Japan
$2.34M +$137K +666 +6%
CVA
806
Central Valley Advisors
California
$2.33M +$11.7K +57 +0.5%
AB
807
ANB Bank
Colorado
$2.28M +$2.28M +11,110 New
AWC
808
Abundance Wealth Counselors
Pennsylvania
$2.28M -$41.7K -203 -2%
JCM
809
Jacobi Capital Management
Pennsylvania
$2.28M +$9.04K +44 +0.4%
KIA
810
Knollwood Investment Advisory
Maryland
$2.27M
DSC
811
Duncker Streett & Co
Missouri
$2.23M +$4.73K +23 +0.2%
MSFS
812
Main Street Financial Solutions
Pennsylvania
$2.23M -$346K -1,684 -13%
GLA
813
Great Lakes Advisors
Illinois
$2.23M +$176K +858 +9%
A
814
AustralianSuper
Australia
$2.23M +$459K +2,236 +26%
WAM
815
Worth Asset Management
Texas
$2.23M +$2.23M +10,834 New
WC
816
Wexford Capital
Florida
$2.22M +$488K +2,375 +28%
CAG
817
Cypress Advisory Group
Arizona
$2.22M +$2.22M +10,785 New
AF
818
Advisornet Financial
Minnesota
$2.2M -$18.1K -88 -0.8%
LA
819
Legacy Advisors
Pennsylvania
$2.19M +$22.8K +111 +1%
IIA
820
ICW Investment Advisors
Arizona
$2.17M +$97.2K +473 +5%
BEI
821
Benjamin Edwards Inc
Missouri
$2.17M -$216K -1,053 -9%
BF
822
BOK Financial
Oklahoma
$2.17M +$1.6K +8 +0.1%
EF
823
Empowered Funds
Pennsylvania
$2.16M +$239K +1,164 +12%
DF
824
Donoghue Forlines
Massachusetts
$2.15M +$2.15M +10,474 New
CW
825
CreativeOne Wealth
Kansas
$2.12M +$254K +1,238 +14%