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 %
OWA
1176
Opal Wealth Advisors
New York
$704K -$78.5K -382 -10%
RPCONE
1177
Retirement Planning Company of New England
Rhode Island
$703K
IAS
1178
Insigneo Advisory Services
Florida
$702K +$187K +909 +36%
MFF
1179
Michels Family Financial
Texas
$700K +$700K +3,410 New
MHC
1180
May Hill Capital
Massachusetts
$700K +$700K +3,409 New
SIG
1181
Sargent Investment Group
Maryland
$699K -$188K -932 -21%
AWM
1182
Angeles Wealth Management
California
$697K +$172K +835 +33%
CPC
1183
Cookson Peirce & Co
Pennsylvania
$693K +$13.8K +67 +2%
CP
1184
Clarendon Private
Massachusetts
$692K +$692K +3,370 New
PP
1185
PDS Planning
Ohio
$691K -$6.98K -34 -1%
RFW
1186
Rainier Family Wealth
Washington
$688K +$688K +3,350 New
FGP
1187
Freestone Grove Partners
California
$683K +$683K +3,326 New
LI
1188
LVZ Inc
Michigan
$674K -$55.5K -270 -8%
RWP
1189
RWA Wealth Partners
Massachusetts
$668K +$80.3K +391 +14%
CWIG
1190
Chung Wu Investment Group
Texas
$668K +$668K +3,250 New
MC
1191
Matisse Capital
Oregon
$667K
BFA
1192
Beacon Financial Advisory
Ohio
$666K +$5.55K +27 +0.8%
CWS
1193
Confluence Wealth Services
Pennsylvania
$666K +$26.8K +130 +4%
OL
1194
Optas LLC
Texas
$666K +$5.34K +26 +0.8%
First Manhattan
1195
First Manhattan
New York
$665K
MAM
1196
Marotta Asset Management
Virginia
$661K
BBA
1197
Baader Bank Aktiengesellschaft
Germany
$659K -$446K -2,172 -40%
PCMC
1198
Paragon Capital Management (Colorado)
Colorado
$657K
NGA
1199
Naples Global Advisors
Florida
$655K
QWP
1200
Quotient Wealth Partners
Texas
$654K +$52.6K +256 +9%