1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1026
Chesapeake Wealth Management
Virginia
$859K
PWP
1027
Principle Wealth Partners
Connecticut
$856K
1SB
1028
1ST Source Bank
Indiana
$855K +$18.9K +105 +2%
CFO
1029
Callan Family Office
Pennsylvania
$855K +$333K +1,854 +64%
NCM
1030
Neumann Capital Management
California
$852K
CFGS
1031
Concourse Financial Group Securities
Alabama
$849K +$102K +566 +14%
ACM
1032
Allred Capital Management
Texas
$848K +$44K +245 +5%
OIA
1033
Optimum Investment Advisors
Illinois
$847K +$62.9K +350 +8%
GWSG
1034
GPS Wealth Strategies Group
Colorado
$846K +$88.4K +492 +12%
CIA
1035
Capital Investment Advisors
Georgia
$840K -$7.73K -43 -0.9%
CA
1036
Crumly & Associates
Illinois
$839K -$23.5K -131 -3%
FIA
1037
Foundations Investment Advisors
Arizona
$837K +$29.6K +165 +4%
RGC
1038
Roberts, Glore & Co
Illinois
$830K
EIP
1039
Ellis Investment Partners
Pennsylvania
$828K -$23K -128 -3%
MCA
1040
Magnolia Capital Advisors
Mississippi
$823K -$17.8K -99 -2%
EFG
1041
Everhart Financial Group
Ohio
$818K +$351K +1,954 +75%
BTI
1042
Blue Trust Inc
Georgia
$818K +$543K +3,642 +197%
CG
1043
CFO4Life Group
Texas
$817K -$103K -573 -11%
VFA
1044
Valeo Financial Advisors
Indiana
$817K +$13.5K +75 +2%
AI
1045
Ariel Investments
Illinois
$816K -$18.1K -101 -2%
EI
1046
Ellevest Inc
New York
$810K +$9.52K +53 +1%
BIG
1047
Brooklyn Investment Group
New York
$810K +$53.9K +300 +7%
ACM
1048
Advisors Capital Management
New Jersey
$807K +$49.4K +275 +7%
TC
1049
Truvestments Capital
Florida
$807K -$42.6K -237 -5%
9WM
1050
9258 Wealth Management
Ohio
$806K -$41.3K -230 -5%