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 %
RAG
926
RIA Advisory Group
Iowa
$1.51M +$36.4K +177 +2%
TAM
927
Trust Asset Management
Texas
$1.51M
AGWCA
928
Annis Gardner Whiting Capital Advisors
Florida
$1.51M
AF
929
Allworth Financial
California
$1.5M +$496K +2,368 +49%
ST
930
Spinnaker Trust
Maine
$1.5M -$15.4K -75 -1%
MAM
931
Mystic Asset Management
Rhode Island
$1.49M +$489K +2,380 +49%
WB
932
WesBanco Bank
West Virginia
$1.48M -$29.4K -143 -2%
LFA
933
Legend Financial Advisors
Pennsylvania
$1.48M -$65.3K -318 -4%
SFA
934
Semmax Financial Advisors
North Carolina
$1.48M -$225K -977 -13%
PAS
935
Point72 Asia (Singapore)
Singapore
$1.47M +$1.47M +7,142 New
PCA
936
Purkiss Capital Advisors
Connecticut
$1.46M +$1.46M +7,115 New
BWP
937
Burling Wealth Partners
Illinois
$1.46M +$1.46M +7,100 New
CPA
938
Court Place Advisors
Maryland
$1.46M -$30.8K -150 -2%
FTWA
939
Fifth Third Wealth Advisors
Ohio
$1.46M +$122K +596 +9%
BTD
940
BankPlus Trust Department
Mississippi
$1.45M +$1.45M +7,072 New
LAIC
941
Lederer & Associates Investment Counsel
California
$1.45M -$244K -1,188 -14%
AG
942
AlTi Global
New York
$1.44M -$80.3K -385 -5%
ACA
943
Anchor Capital Advisors
Massachusetts
$1.44M -$145K -708 -9%
SC
944
Settian Capital
New York
$1.44M +$1.44M +7,000 New
SSIM
945
Sheets Smith Investment Management
Texas
$1.43M +$1.43M +6,970 New
LT
946
Legacy Trust
Michigan
$1.43M -$11.3K -55 -0.8%
SMC
947
Smith, Moore & Co
Missouri
$1.42M +$31.8K +155 +2%
DIA
948
Dean Investment Associates
Ohio
$1.41M -$88.1K -429 -6%
TCOV
949
Trust Company of Vermont
Vermont
$1.4M +$885K +4,310 +170%
SFFS
950
Stonehage Fleming Financial Services
Jersey
$1.4M -$205 -1 -0%