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 %
LRWA
1176
Long Run Wealth Advisors
New York
$529K
QWP
1177
Quotient Wealth Partners
Texas
$526K -$207K -1,152 -28%
RDWM
1178
Red Door Wealth Management
Tennessee
$525K -$81.4K -453 -13%
FC
1179
Forte Capital
New York
$524K -$23.4K -130 -4%
FPAS
1180
Focus Partners Advisor Solutions
Missouri
$522K -$74K -412 -12%
OHWP
1181
Oak Harbor Wealth Partners
North Carolina
$522K -$12.6K -70 -2%
PJSIMP
1182
P.J. Schmidt Investment Management (PJS)
Wisconsin
$519K
RCA
1183
Resonant Capital Advisors
Wisconsin
$518K +$38.4K +214 +8%
RWP
1184
RWA Wealth Partners
Massachusetts
$514K +$2.16K +12 +0.4%
APWM
1185
Argonautica Private Wealth Management
Massachusetts
$514K -$713K -3,969 -58%
WC
1186
Waterloo Capital
Texas
$513K +$56.2K +313 +12%
WA
1187
Wambolt & Associates
Colorado
$513K -$2.9K -16 -0.6%
CWP
1188
Curated Wealth Partners
California
$512K -$41.3K -230 -7%
TCM
1189
Tributary Capital Management
Nebraska
$512K -$157K -875 -23%
CFS
1190
CRA Financial Services
New Jersey
$511K
WTC
1191
WhitTier Trust Company
Nevada
$511K -$7.55K -42 -1%
CFP
1192
Catalyst Financial Partners
Massachusetts
$508K -$5.57K -31 -1%
DWM
1193
Dogwood Wealth Management
Kansas
$507K +$21.9K +122 +5%
PI
1194
PFG Investments
New York
$504K +$13.1K +73 +3%
CAMG
1195
CWA Asset Management Group
Florida
$503K +$503K +2,802 New
CAG
1196
Csenge Advisory Group
Florida
$500K
FCI
1197
Financial Counselors Inc
Kansas
$500K +$6.47K +36 +1%
EFS
1198
Essex Financial Services
Connecticut
$498K -$2.6K -13 -0.5%
WAG
1199
Wallace Advisory Group
California
$494K
PWMAG
1200
Pinnacle Wealth Management Advisory Group
New Jersey
$494K -$1.98K -11 -0.4%