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 %
CGL
1126
Clarius Group LLC
Washington
$820K +$9.24K +45 +1%
BTI
1127
Blue Trust Inc
Georgia
$817K -$310K -1,511 -28%
OTPPB
1128
Ontario Teachers' Pension Plan Board
Ontario, Canada
$817K +$817K +3,978 New
HAG
1129
HF Advisory Group
Maryland
$808K -$99.8K -486 -11%
CIC
1130
Carnegie Investment Counsel
Ohio
$805K +$386K +1,877 +92%
AMBIA
1131
Allen Mooney & Barnes Investment Advisors
Georgia
$803K -$17.7K -86 -2%
OWA
1132
Outlook Wealth Advisors
Texas
$803K -$4.11K -20 -0.5%
UFF
1133
USA Financial Formulas
Michigan
$803K +$803K +3,909 New
APC
1134
Aspire Private Capital
North Carolina
$802K -$49.7K -242 -6%
AIMCA
1135
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$801K
FM
1136
Freemont Management
Switzerland
$801K
WI
1137
WBI Investments
New Jersey
$801K -$15.2K -74 -2%
MA
1138
MONECO Advisors
Connecticut
$801K +$62.7K +305 +8%
MFS
1139
Madrona Financial Services
Washington
$799K -$3.29K -16 -0.4%
SWP
1140
Strategic Wealth Partners
Ohio
$796K -$156K -680 -16%
T. Rowe Price Investment Management
1141
T. Rowe Price Investment Management
Maryland
$794K +$9.05K +44 +1%
CA
1142
Commerzbank Aktiengesellschaft
Germany
$789K +$124K +603 +19%
QWM
1143
Quadcap Wealth Management
Texas
$787K -$822 -4 -0.1%
EWA
1144
EverSource Wealth Advisors
Alabama
$786K -$82.8K -403 -10%
AFT
1145
Alpha Family Trust
California
$782K
FRM
1146
Fox Run Management
Connecticut
$781K +$781K +3,804 New
LWMM
1147
Legacy Wealth Management (Mississippi)
Mississippi
$781K
LWAM
1148
Legacy Wealth Asset Management
Minnesota
$780K -$35.5K -173 -4%
WAS
1149
WESPAC Advisors SoCal
California
$780K +$780K +3,795 New
BWP
1150
BSW Wealth Partners
Colorado
$768K +$72.7K +354 +10%