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 %
CAC
1001
Certified Advisory Corp
Florida
$1.17M -$107K -521 -8%
KWA
1002
Kingswood Wealth Advisors
California
$1.17M +$653K +3,179 +125%
MCA
1003
Magnolia Capital Advisors
Mississippi
$1.15M +$208K +1,014 +22%
ECM
1004
Evergreen Capital Management
Washington
$1.15M +$616 +3 +0.1%
CL
1005
CSS LLC
Illinois
$1.14M -$28.8K -140 -2%
AIP
1006
Ameritas Investment Partners
Nebraska
$1.14M -$59.2K -288 -5%
WBC
1007
Westpac Banking Corp
Australia
$1.14M +$7.81K +38 +0.7%
SF
1008
Summit Financial
New Jersey
$1.13M +$266K +1,295 +31%
SIA
1009
Schechter Investment Advisors
Michigan
$1.13M -$77.7K -378 -6%
RCAG
1010
Rehmann Capital Advisory Group
Michigan
$1.13M +$18.7K +91 +2%
SAM
1011
Synergy Asset Management
Washington
$1.12M
PCM
1012
Parsons Capital Management
Rhode Island
$1.12M
PFGIA
1013
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$8.22K -40 -0.7%
CI
1014
Conning Inc
Connecticut
$1.12M +$203K +987 +22%
PCM
1015
Palouse Capital Management
Washington
$1.12M -$852K -4,148 -43%
UCB
1016
United Community Bank
South Carolina
$1.12M -$3.08K -15 -0.3%
FCBT
1017
First Citizens Bank & Trust
North Carolina
$1.11M +$19.7K +96 +2%
NL
1018
NVWM LLC
Pennsylvania
$1.11M +$1.11M +5,399 +44,992%
TC
1019
Truvestments Capital
Florida
$1.11M +$188K +913 +20%
LCM
1020
LVM Capital Management
Michigan
$1.11M
AFG
1021
Atomi Financial Group
New York
$1.1M +$92.9K +452 +9%
DS
1022
DRW Securities
Illinois
$1.1M +$46.8K +228 +4%
JMFC
1023
J.M. Forbes & Co
Massachusetts
$1.09M
WT
1024
Whittier Trust
California
$1.09M +$25.7K +125 +2%
CBUSF
1025
Construction & Building Unions Superannuation Fund
Australia
$1.09M +$1.09M +5,300 New