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 %
GIP
876
Granite Investment Partners
California
$1.73M
MSA
877
MUFG Securities Americas
New York
$1.73M +$1.73M +8,398 New
VC
878
Veracity Capital
Georgia
$1.72M -$294K -1,432 -15%
CWM
879
Centurion Wealth Management
Virginia
$1.72M -$95.1K -463 -5%
APG
880
Abacus Planning Group
South Carolina
$1.72M
CC
881
Chicago Capital
Illinois
$1.72M +$988K +4,809 +135%
LC
882
Landaas & Company
Wisconsin
$1.72M -$41.5K -202 -2%
IIA
883
Integral Investment Advisors
California
$1.72M -$17.3K -84 -1%
CFG
884
Cooper Financial Group
California
$1.7M -$52K -253 -3%
MNBTD
885
Moody National Bank Trust Division
Texas
$1.7M -$108K -526 -6%
LSV Asset Management
886
LSV Asset Management
Illinois
$1.69M -$12.6M -61,368 -88%
ET
887
Entropy Technologies
New York
$1.69M +$1.69M +8,225 New
WGCA
888
Wolf Group Capital Advisors
Virginia
$1.69M
CM
889
Caption Management
Oklahoma
$1.68M +$976K +4,750 +138%
LWM
890
Lionsbridge Wealth Management
Florida
$1.68M -$162K -788 -9%
USCWA
891
U.S. Capital Wealth Advisors
Texas
$1.68M -$135K -658 -7%
PK
892
Pflug Koory
Nebraska
$1.68M
AA
893
Addison Advisors
Vermont
$1.68M -$48.9K -238 -3%
JF
894
Jump Financial
Illinois
$1.67M +$899K +4,375 +116%
FLPIM
895
F.L. Putnam Investment Management
Massachusetts
$1.67M -$385K -1,874 -19%
JWM
896
JGP Wealth Management
Oregon
$1.67M +$4.52K +22 +0.3%
WJWM
897
Williams Jones Wealth Management
New York
$1.66M -$822 -4 -0%
EWM
898
Empirical Wealth Management
Washington
$1.66M +$77K +375 +5%
CF
899
Convergence Financial
Missouri
$1.65M +$27.3K +133 +2%
SCTC
900
Sanibel Captiva Trust Company
Florida
$1.65M +$404K +1,965 +32%