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 %
FIA
1076
Foundations Investment Advisors
Arizona
$940K -$16.8K -82 -2%
CA
1077
Crumly & Associates
Illinois
$935K -$23.8K -116 -2%
VFA
1078
Valeo Financial Advisors
Indiana
$933K -$616 -3 -0.1%
SPC
1079
Sigma Planning Corp
Michigan
$931K -$172K -839 -16%
AC
1080
Avestar Capital
New York
$925K +$101K +494 +12%
CC
1081
Copperleaf Capital
North Carolina
$924K +$127K +616 +16%
ACM
1082
Aster Capital Management
United Arab Emirates
$920K -$888K -4,321 -49%
CG
1083
CFO4Life Group
Texas
$914K -$20.1K -98 -2%
TPCW
1084
TD Private Client Wealth
New York
$912K +$238K +1,160 +35%
IP
1085
Intellectus Partners
California
$909K
BIG
1086
Brooklyn Investment Group
New York
$907K -$19.1K -93 -2%
SSWM
1087
Sheets Smith Wealth Management
North Carolina
$904K
MLL
1088
Moody Lynn & Lieberson
Massachusetts
$901K
DA
1089
Drake & Associates
Wisconsin
$896K +$304K +1,320 +51%
PWP
1090
Prasad Wealth Partners
Ohio
$891K +$891K +4,337 New
BFM
1091
Boston Financial Management
Massachusetts
$888K +$132K +642 +17%
SW
1092
SlateStone Wealth
Florida
$885K
DJSG
1093
D.J. St. Germain
Massachusetts
$885K
FNBTCON
1094
First National Bank & Trust Co of Newtown
Pennsylvania
$879K
HFM
1095
Harvest Fund Management
China
$879K -$3.7K -18 -0.4%
LP
1096
LMR Partners
United Kingdom
$876K
RBI
1097
Raiffeisen Bank International
Austria
$875K +$875K +4,240 New
EFL
1098
ERn Financial LLC
Wisconsin
$872K +$1.03K +5 +0.1%
BJL
1099
Brighton Jones LLC
Washington
$872K +$418K +2,033 +92%
CFGS
1100
Concourse Financial Group Securities
Alabama
$872K -$118K -563 -12%