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 %
NB
1051
Nicolet Bankshares
Wisconsin
$1M -$97.4K -474 -9%
MWM
1052
Meridian Wealth Management
Kentucky
$996K -$38.4K -187 -4%
HH
1053
Hilltop Holdings
Texas
$995K +$6.78K +33 +0.7%
WIA
1054
Westbourne Investment Advisors
Maryland
$989K
GWSG
1055
GPS Wealth Strategies Group
Colorado
$987K +$19.1K +93 +2%
BAAM
1056
Baker Avenue Asset Management
California
$985K +$233K +1,134 +31%
OIA
1057
Optimum Investment Advisors
Illinois
$984K +$15.4K +75 +2%
PWP
1058
Principle Wealth Partners
Connecticut
$978K
DWM
1059
Darwin Wealth Management
Florida
$970K -$687K -3,346 -41%
1SB
1060
1ST Source Bank
Indiana
$965K -$12.3K -60 -1%
EFG
1061
Everhart Financial Group
Ohio
$963K +$26.9K +131 +3%
AI
1062
Ariel Investments
Illinois
$962K +$28.8K +140 +3%
DW30
1063
Drucker Wealth 3.0
New Jersey
$959K -$27.7K -135 -3%
RB
1064
Renasant Bank
Mississippi
$958K +$147K +716 +18%
CWM
1065
Chesapeake Wealth Management
Virginia
$958K -$24.4K -119 -2%
HCM
1066
Hengehold Capital Management
Ohio
$956K +$215K +1,049 +29%
RIA
1067
Regal Investment Advisors
Michigan
$956K -$144K -703 -13%
ACM
1068
Advisors Capital Management
New Jersey
$948K +$25.9K +126 +3%
IA
1069
IFC Advisors
California
$948K +$948K +4,615 New
EIP
1070
Ellis Investment Partners
Pennsylvania
$947K
BPA
1071
Beacon Pointe Advisors
California
$947K -$217K -1,058 -19%
BOTPPF
1072
Board of the Pension Protection Fund
United Kingdom
$945K +$945K +4,600 New
EI
1073
Ellevest Inc
New York
$944K +$17.3K +84 +2%
GS
1074
GTS Securities
New York
$943K -$6.33M -30,791 -87%
RGC
1075
Roberts, Glore & Co
Illinois
$941K -$7.19K -35 -0.8%