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 %
QWM
1101
Quadcap Wealth Management
Texas
$689K +$1.98K +11 +0.3%
T. Rowe Price Investment Management
1102
T. Rowe Price Investment Management
Maryland
$686K +$136K +757 +25%
ZIMP
1103
Zimmermann Investment Management & Planning
Pennsylvania
$685K +$51.6K +287 +8%
OWA
1104
Opal Wealth Advisors
New York
$684K -$44.7K -249 -6%
AFT
1105
Alpha Family Trust
California
$684K
GWP
1106
Gen-Wealth Partners
Michigan
$683K +$165K +828 +32%
LWMM
1107
Legacy Wealth Management (Mississippi)
Mississippi
$683K
WFA
1108
Wellspring Financial Advisors
Ohio
$683K +$378K +2,102 +124%
HIC
1109
Holderness Investments Company
North Carolina
$682K +$42K +234 +7%
JF
1110
Jump Financial
Illinois
$678K -$145K -808 -18%
HCM
1111
Howard Capital Management
Georgia
$676K +$676K +3,765 New
CIA
1112
Citadel Investment Advisory
Ohio
$672K
BFM
1113
Boston Financial Management
Massachusetts
$661K
BAAM
1114
Baker Avenue Asset Management
California
$658K +$74.9K +417 +13%
IAA
1115
Ironsides Asset Advisors
North Carolina
$653K
HCM
1116
Hengehold Capital Management
Ohio
$648K +$101K +560 +18%
LI
1117
Lafayette Investments
Maryland
$647K -$49.4K -275 -7%
MA
1118
MONECO Advisors
Connecticut
$645K +$14.4K +80 +2%
EWS
1119
Evergreen Wealth Solutions
Pennsylvania
$644K -$99.7K -555 -13%
MC
1120
Miramar Capital
Illinois
$642K
HWA
1121
Heritage Wealth Advisors
Virginia
$640K +$2.52K +14 +0.4%
CC
1122
Chicago Capital
Illinois
$638K
LI
1123
LVZ Inc
Michigan
$638K
FPIS
1124
Financial Planning & Information Services
Wisconsin
$637K
CIG
1125
Cascade Investment Group
Colorado
$629K -$50.3K -280 -7%