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 %
BP
901
Ballentine Partners
Massachusetts
$1.64M +$15.6K +76 +1%
GC
902
Grimes & Company
Massachusetts
$1.63M -$3.49K -17 -0.2%
BC
903
Bowman & Company
Wisconsin
$1.63M +$75.2K +366 +5%
HI
904
Horizon Investments
North Carolina
$1.62M +$15.8K +77 +1%
AAP
905
Arax Advisory Partners
Colorado
$1.6M -$102K -497 -6%
IDA
906
Intelligence Driven Advisers
California
$1.6M -$4.11K -20 -0.3%
PFS
907
Prospera Financial Services
Texas
$1.6M +$1.26M +6,134 +374%
BBWP
908
Beacon Bridge Wealth Partners
Pennsylvania
$1.59M
LCM
909
Legato Capital Management
California
$1.58M -$1.28M -6,217 -45%
MW
910
Maia Wealth
Colorado
$1.58M +$157K +735 +11%
KPWS
911
Kestra Private Wealth Services
Texas
$1.57M +$265K +1,288 +20%
NB
912
NBT Bank
New York
$1.57M +$235K +1,143 +18%
IA
913
IFP Advisors
Florida
$1.57M +$46K +224 +3%
TNA
914
True North Advisors
Texas
$1.57M +$15.4K +75 +1%
SW
915
SVB Wealth
Massachusetts
$1.56M +$1.56M +7,579 New
FFA
916
Farther Finance Advisors
California
$1.55M -$43.8K -213 -3%
PPC
917
Park Place Capital
Alabama
$1.55M +$113K +551 +8%
HTC
918
Haverford Trust Company
Pennsylvania
$1.55M -$57.9K -282 -4%
RCM
919
Radnor Capital Management
Pennsylvania
$1.55M -$219K -1,064 -12%
WA
920
Waverly Advisors
Alabama
$1.54M +$1.18M +5,738 +326%
1CP
921
17 Capital Partners
Arizona
$1.53M +$16.4K +80 +1%
Empower Advisory Group
922
Empower Advisory Group
Colorado
$1.52M +$107K +522 +8%
MCCA
923
Mill Creek Capital Advisors
Pennsylvania
$1.52M -$926K -4,506 -38%
DM
924
Delphi Management
Massachusetts
$1.52M -$283K -1,378 -16%
GC
925
Gould Capital
Washington
$1.52M -$42.5K -207 -3%