1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
1176
Pointe Capital Management
Michigan
$462K
VI
1177
Versor Investments
New York
$460K +$238K +1,600 +108%
OWP
1178
Obermeyer Wealth Partners
Colorado
$459K +$31.7K +213 +7%
RP
1179
Riverbridge Partners
Minnesota
$459K
CWP
1180
Curated Wealth Partners
California
$459K +$459K +3,080 New
BWP
1181
BSW Wealth Partners
Colorado
$457K +$37K +248 +9%
WCA
1182
Waypoint Capital Advisors
Minnesota
$457K +$8.2K +55 +2%
T. Rowe Price Investment Management
1183
T. Rowe Price Investment Management
Maryland
$457K +$155K +1,040 +51%
FC
1184
Forte Capital
New York
$454K
HCM
1185
Hengehold Capital Management
Ohio
$454K +$32.5K +218 +8%
CWM
1186
Congress Wealth Management
Massachusetts
$453K +$130K +875 +40%
SPI
1187
Santori & Peters Inc
Pennsylvania
$452K -$32.3K -217 -7%
KOCAA
1188
Knights of Columbus Asset Advisors
Connecticut
$449K -$199K -1,335 -31%
OHWP
1189
Oak Harbor Wealth Partners
North Carolina
$444K -$149 -1 -0%
OWA
1190
One Wealth Advisors
California
$442K +$47K +291 +12%
FNFDCM
1191
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$442K -$1.49K -10 -0.3%
AR
1192
Apeiron RIA
Texas
$441K -$1.04K -7 -0.2%
PWM
1193
Perigon Wealth Management
California
$441K +$87.8K +589 +25%
LRWA
1194
Long Run Wealth Advisors
New York
$439K
RCM
1195
Raleigh Capital Management
North Carolina
$437K +$68.6K +460 +19%
CFO
1196
Callan Family Office
Pennsylvania
$433K +$433K +2,904 New
GLA
1197
Great Lakes Advisors
Illinois
$432K +$2.83K +19 +0.7%
PJSIMP
1198
P.J. Schmidt Investment Management (PJS)
Wisconsin
$430K
WTC
1199
WhitTier Trust Company
Nevada
$430K -$149 -1 -0%
MG
1200
Mather Group
Illinois
$427K +$156K +973 +57%