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 %
CWM
1151
Congress Wealth Management
Massachusetts
$761K +$48.3K +235 +7%
HIC
1152
Holderness Investments Company
North Carolina
$760K -$20.5K -100 -3%
GM
1153
GeoWealth Management
Illinois
$757K +$38.6K +188 +5%
ICP
1154
Impact Capital Partners
Colorado
$754K +$754K +3,672 New
KFP
1155
KMG Fiduciary Partners
Ohio
$750K -$87.7K -427 -10%
CIA
1156
Citadel Investment Advisory
Ohio
$748K -$20.5K -100 -3%
IAA
1157
Ironsides Asset Advisors
North Carolina
$747K
LI
1158
Lafayette Investments
Maryland
$739K
PWM
1159
Perigon Wealth Management
California
$736K +$79.2K +384 +12%
LGF
1160
LGT Group Foundation
Liechtenstein
$735K -$1.48M -7,193 -67%
PL
1161
Perpetual Ltd
Australia
$735K +$303K +1,474 +70%
MC
1162
Miramar Capital
Illinois
$734K
BOS
1163
Bank of Stockton
California
$731K -$66.4K -323 -8%
I
1164
InceptionR
California
$723K +$723K +3,520 New
HWA
1165
Heritage Wealth Advisors
Virginia
$723K -$9.24K -45 -1%
CSA
1166
Cornerstone Select Advisors
Missouri
$722K +$722K +3,514 New
SW
1167
SMART Wealth
Nebraska
$716K +$466K +2,270 +187%
TCPW
1168
Twin City Private Wealth
North Carolina
$716K +$17.5K +85 +3%
EWS
1169
Evergreen Wealth Solutions
Pennsylvania
$715K -$21.4K -104 -3%
FC
1170
Farringdon Capital
United Kingdom
$715K +$715K +3,481 New
EDRH
1171
Edmond de Rothschild Holding
Switzerland
$712K -$25.7M -125,305 -97%
RL
1172
Retireful LLC
Michigan
$712K +$712K +3,467 New
MIA
1173
MMBG Investment Advisors
Florida
$709K
GD
1174
Grandfield & Dodd
New York
$708K
CIG
1175
Cascade Investment Group
Colorado
$705K -$14.4K -70 -2%