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 %
AIC
1101
Aurora Investment Counsel
Georgia
$869K -$405K -1,973 -32%
HWA
1102
HMV Wealth Advisors
Louisiana
$869K +$869K +4,228 New
SCA
1103
Stonebridge Capital Advisors
Minnesota
$865K +$4.93K +24 +0.6%
CNBTD
1104
Citizens National Bank Trust Department
Mississippi
$863K
NWAG
1105
Net Worth Advisory Group
Utah
$856K -$205 -1 -0%
PSP
1106
Principal Street Partners
Tennessee
$854K
GWP
1107
Gen-Wealth Partners
Michigan
$853K +$151K +734 +21%
WWP
1108
WR Wealth Planners
Missouri
$853K +$720K +3,505 +543%
UAML
1109
US Asset Management LLC
Pennsylvania
$852K -$5.75K -28 -0.7%
SCM
1110
Stevens Capital Management
Pennsylvania
$852K +$852K +4,147 New
MYIA
1111
Mount Yale Investment Advisors
Colorado
$848K +$10.3K +50 +1%
DL
1112
DOHJ LLC
Washington
$847K -$50.5K -246 -6%
KWM
1113
KFG Wealth Management
Indiana
$847K -$5.55K -27 -0.7%
SIG
1114
Sky Investment Group
Connecticut
$844K +$373K +1,818 +79%
PFBT
1115
Parkside Financial Bank & Trust
Missouri
$841K +$9.21K +45 +1%
FCP
1116
Fidelis Capital Partners
Florida
$841K +$64.8K +299 +8%
CBT
1117
Central Bank & Trust
Kentucky
$836K -$483K -2,352 -37%
OC
1118
Oppenheimer & Co
New York
$836K -$232K -1,131 -22%
CCA
1119
Checchi Capital Advisers
California
$831K +$11.7K +57 +1%
SCI
1120
Stableford Capital II
Arizona
$829K +$829K +4,036 New
HCM
1121
Howard Capital Management
Georgia
$827K +$53.4K +260 +7%
VCP
1122
Vista Capital Partners
Oregon
$826K +$2.88K +14 +0.3%
SAW
1123
Signal Advisors Wealth
Michigan
$823K +$20.5K +100 +3%
WOC
1124
West Oak Capital
California
$822K
RC
1125
RBF Capital
California
$822K