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 %
DFG
1026
Delta Financial Group
New Jersey
$1.09M +$1.09M +5,293 New
ACA
1027
Atlas Capital Advisors
Wyoming
$1.08M
FFM
1028
Forum Financial Management
Illinois
$1.08M +$24.2K +118 +2%
SWP
1029
Stratos Wealth Partners
Ohio
$1.08M -$131K -637 -11%
GI
1030
GAMCO Investors
Connecticut
$1.08M -$20.5K -100 -2%
AGP
1031
Aspire Growth Partners
Florida
$1.07M +$1.07M +5,197 New
TAM
1032
Townsend Asset Management
North Carolina
$1.07M -$21K -102 -2%
HWAM
1033
Hennion & Walsh Asset Management
New Jersey
$1.07M +$66.8K +325 +7%
CIA
1034
Cape Investment Advisory
Georgia
$1.06M -$1.85K -9 -0.2%
NWM
1035
Napa Wealth Management
California
$1.05M +$1.05M +5,129 New
RWM
1036
Ritholtz Wealth Management
New York
$1.05M +$204K +994 +24%
IAN
1037
Integrated Advisors Network
Texas
$1.05M -$87.7K -427 -8%
BL
1038
BFSG LLC
California
$1.05M +$976K +4,750 +1,401%
SC
1039
Syon Capital
California
$1.04M -$84K -409 -7%
TCPG
1040
Trivant Custom Portfolio Group
California
$1.04M +$21.2K +103 +2%
IC
1041
Iconiq Capital
California
$1.04M +$704K +3,425 +209%
CWA
1042
Crux Wealth Advisors
California
$1.04M +$1.04M +5,064 New
BFG
1043
Beacon Financial Group
Texas
$1.04M -$42.7K -208 -4%
CAMG
1044
CWA Asset Management Group
Florida
$1.02M +$449K +2,187 +78%
WPW
1045
Waldron Private Wealth
Pennsylvania
$1.02M +$22.6K +110 +2%
GAG
1046
GM Advisory Group
New York
$1.02M
SCA
1047
Sandy Cove Advisors
Massachusetts
$1.01M +$15.2K +74 +2%
ACM
1048
Allred Capital Management
Texas
$1.01M +$40.9K +199 +4%
CIA
1049
Capital Investment Advisors
Georgia
$1.01M +$47K +229 +5%
NCM
1050
Neumann Capital Management
California
$1M +$30.8K +150 +3%