1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
1076
Stonebridge Capital Advisors
Minnesota
$624K
CI
1077
Conning Inc
Connecticut
$624K +$12.8K +86 +2%
UAML
1078
US Asset Management LLC
Pennsylvania
$624K -$27K -181 -4%
SP
1079
Symmetry Partners
Connecticut
$624K +$119K +801 +24%
KWM
1080
KFG Wealth Management
Indiana
$621K +$14.8K +99 +2%
CFGS
1081
Concourse Financial Group Securities
Alabama
$620K +$319K +2,142 +106%
CGL
1082
Clarius Group LLC
Washington
$618K +$1.34K +9 +0.2%
HAG
1083
HF Advisory Group
Maryland
$618K +$44.4K +298 +8%
AFG
1084
Atomi Financial Group
New York
$617K -$35.2K -236 -5%
EWS
1085
Evergreen Wealth Solutions
Pennsylvania
$617K -$47.4K -318 -7%
QWP
1086
Quotient Wealth Partners
Texas
$608K +$4.92K +33 +0.8%
KFP
1087
KMG Fiduciary Partners
Ohio
$608K
WLG
1088
Williamson Legacy Group
Indiana
$607K +$607K +4,074 New
VCP
1089
Vista Capital Partners
Oregon
$607K +$10.7K +72 +2%
OWA
1090
Opal Wealth Advisors
New York
$605K -$50.4K -338 -8%
ACM
1091
Accent Capital Management
Ohio
$602K -$149 -1 -0%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$600K +$11.2K +75 +2%
AC
1093
Avestar Capital
New York
$599K +$64.1K +430 +12%
OWA
1094
Outlook Wealth Advisors
Texas
$597K -$9.09K -61 -2%
WSFS
1095
Wilmington Savings Fund Society
Delaware
$596K
RC
1096
RBF Capital
California
$596K
GM
1097
GeoWealth Management
Illinois
$596K +$10.7K +72 +2%
AMBIA
1098
Allen Mooney & Barnes Investment Advisors
Georgia
$596K -$5.51K -37 -0.9%
CC
1099
Copperleaf Capital
North Carolina
$594K +$17.3K +116 +3%
LWAM
1100
Legacy Wealth Asset Management
Minnesota
$593K -$85.5K -574 -13%