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 %
EGM
851
Engineers Gate Manager
New York
$1.86M +$1.86M +9,032 New
BRWA
852
B. Riley Wealth Advisors
Florida
$1.85M -$84K -409 -4%
UB
853
UMB Bank
Missouri
$1.85M -$1.15M -5,574 -38%
MCM
854
Maytus Capital Management
New York
$1.85M +$1.85M +9,000 New
ACS
855
Archford Capital Strategies
Illinois
$1.85M +$11.7K +57 +0.6%
IFS
856
Ifrah Financial Services
Arkansas
$1.84M -$75.8K -369 -4%
CA
857
Callahan Advisors
Texas
$1.84M -$5.14K -25 -0.3%
FWCM
858
Ferguson Wellman Capital Management
Oregon
$1.84M +$6.57K +32 +0.4%
EH
859
Equitable Holdings
New York
$1.83M -$119K -577 -6%
FRA
860
Frank Rimerman Advisors
California
$1.83M +$615K +2,993 +51%
MSAM
861
Moloney Securities Asset Management
Missouri
$1.82M -$273K -1,327 -13%
KFI
862
Key Financial Inc
Pennsylvania
$1.81M
WF
863
Wayfinding Financial
Washington
$1.81M +$1.81M +8,827 New
BCM
864
Brookstone Capital Management
Illinois
$1.81M -$6.47M -31,484 -78%
HCA
865
Harbor Capital Advisors
Illinois
$1.81M -$1.37M -6,652 -43%
PA
866
Profund Advisors
Maryland
$1.81M -$62.9K -306 -3%
OBAM
867
ODDO BHF Asset Management
France
$1.81M +$23.2K +113 +1%
MGIA
868
Moneta Group Investment Advisors
Missouri
$1.81M +$1.23K +6 +0.1%
BBHC
869
Brown Brothers Harriman & Co
New York
$1.78M +$98.2K +478 +6%
OL
870
Owen LaRue
Kentucky
$1.77M -$1.85K -9 -0.1%
FCH
871
Freestone Capital Holdings
Washington
$1.77M -$21.2K -103 -1%
VT
872
Vise Technologies
New York
$1.76M +$511K +2,488 +41%
WWS
873
Wellington Wealth Strategies
Indiana
$1.76M +$1.76M +7,641 New
LGA
874
Lebenthal Global Advisors
New York
$1.75M +$19.5K +95 +1%
QIM
875
Quantitative Investment Management
Virginia
$1.74M +$1.74M +8,449 New