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 %
LSAG
976
Lake Street Advisors Group
New Hampshire
$1.3M -$34.3K -167 -3%
NP
977
NorthRock Partners
Minnesota
$1.29M -$83.6K -407 -6%
IFWM
978
Institute for Wealth Management
Colorado
$1.29M
EAM
979
Eukles Asset Management
Ohio
$1.28M +$205 +1 +0%
KWM
980
Kingsview Wealth Management
Oregon
$1.28M +$42.9K +209 +3%
TA
981
Tectonic Advisors
Texas
$1.28M -$57.7K -281 -4%
BCM
982
Brown Capital Management
Maryland
$1.27M -$161K -784 -11%
Wolverine Trading
983
Wolverine Trading
Illinois
$1.27M -$1.24M -6,030 -49%
PA
984
Parallel Advisors
California
$1.26M +$63.7K +310 +5%
SG Americas Securities
985
SG Americas Securities
New York
$1.26M -$16.5M -80,262 -93%
MC
986
Machina Capital
France
$1.26M +$1.26M +6,113 New
SP
987
Stonebrook Private
Michigan
$1.25M +$4.73K +23 +0.4%
EP
988
Edgestream Partners
New Jersey
$1.25M +$626K +3,045 +100%
CT
989
Chicago Trust
Illinois
$1.25M -$379K -1,844 -23%
DAS
990
Dynamic Advisor Solutions
Arizona
$1.25M -$654K -3,185 -34%
WLG
991
Williamson Legacy Group
Indiana
$1.24M +$32.9K +160 +3%
PCTC
992
Perkins Coie Trust Company
Washington
$1.23M
PSC
993
Prentiss Smith & Co
Vermont
$1.23M +$3.9K +19 +0.3%
HCMT
994
Highland Capital Management (Tennessee)
Tennessee
$1.22M +$1.22M +5,936 New
CI
995
Cigna Investments
Connecticut
$1.21M -$18.9K -92 -2%
MWM
996
Modera Wealth Management
New Jersey
$1.2M +$95.1K +463 +9%
MA
997
Mutual Advisors
Nebraska
$1.2M +$60.8K +295 +5%
BCAM
998
Boston Common Asset Management
Massachusetts
$1.19M
CF
999
Copperwynd Financial
Arizona
$1.18M -$14.2K -69 -1%
SFP
1000
Shepherd Financial Partners
Massachusetts
$1.18M +$26.1K +127 +2%