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 %
DWM
951
Dogwood Wealth Management
Kansas
$1.4M +$823K +4,007 +142%
HSA
952
HBK Sorce Advisory
Pennsylvania
$1.4M +$5.34K +26 +0.4%
PBO
953
Peoples Bank (Ohio)
Ohio
$1.39M -$78.1K -380 -5%
VFA
954
Voya Financial Advisors
Connecticut
$1.39M +$43.9K +213 +3%
BCWM
955
Bartlett & Co Wealth Management
Ohio
$1.39M +$60.6K +295 +5%
RCM
956
Ridgepath Capital Management
Tennessee
$1.39M
NAS
957
Nicolet Advisory Services
Wisconsin
$1.38M -$7.82K -39 -0.6%
BFO
958
Boston Family Office
Massachusetts
$1.37M
MPM
959
Meritage Portfolio Management
Kansas
$1.37M -$173K -843 -11%
QCG
960
Quadrant Capital Group
Ohio
$1.37M -$616 -3 -0%
TCA
961
Transcend Capital Advisors
New Jersey
$1.36M -$67.2K -327 -5%
AWMT
962
AAFMAA Wealth Management & Trust
North Carolina
$1.36M -$284K -1,383 -17%
FIM
963
Freedom Investment Management
Connecticut
$1.35M +$156K +757 +13%
Boston Partners
964
Boston Partners
Massachusetts
$1.33M -$791K -3,850 -37%
WT
965
Washington Trust
Rhode Island
$1.33M -$15.8K -77 -1%
ACM
966
Arcataur Capital Management
Wisconsin
$1.32M +$17.5K +85 +1%
PPA
967
Pacific Point Advisors
California
$1.32M +$1.32M +6,182 New
V
968
VeraBank
Texas
$1.32M -$12.3K -60 -0.9%
AWM
969
AE Wealth Management
Kansas
$1.32M -$935K -4,551 -41%
WPC
970
Wedmont Private Capital
Pennsylvania
$1.32M +$72.8K +363 +6%
CBT
971
CoreFirst Bank & Trust
Kansas
$1.31M
SIA
972
SkyView Investment Advisors
New Jersey
$1.31M +$226K +1,099 +21%
FFG
973
Fortem Financial Group
California
$1.31M +$76.8K +374 +6%
BTW
974
Boston Trust Walden
Massachusetts
$1.3M +$6.16K +30 +0.5%
FAIM
975
Financial Advocates Investment Management
Washington
$1.3M -$9.24K -45 -0.7%