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 %
CT
1201
Colonial Trust
South Carolina
$493K +$180 +1 +0%
OWA
1202
One Wealth Advisors
California
$492K
BAM
1203
Belpointe Asset Management
Nevada
$490K +$159K +886 +48%
DBRC
1204
D.B. Root & Company
Pennsylvania
$487K -$165K -917 -25%
PTC
1205
Private Trust Company
Ohio
$487K +$5.93K +33 +1%
SWA
1206
Sax Wealth Advisors
New Jersey
$486K +$68.6K +382 +16%
SG
1207
Somerset Group
Minnesota
$485K
MFIM
1208
Mesirow Financial Investment Management
Illinois
$484K +$8.62K +48 +2%
JWCA
1209
J.W. Cole Advisors
Florida
$483K +$75.3K +419 +18%
GA
1210
Geller Advisors
New York
$482K -$130K -722 -21%
FM
1211
Foster & Motley
Ohio
$479K +$1.62K +9 +0.3%
AWA
1212
Aaron Wealth Advisors
Illinois
$478K +$93.6K +521 +24%
SIM
1213
Sentry Investment Management
Wisconsin
$477K
FWIA
1214
Fort Washington Investment Advisors
Ohio
$475K -$10.6K -59 -2%
SIC
1215
Salem Investment Counselors
North Carolina
$475K
LIM
1216
Leavell Investment Management
Alabama
$464K +$12.9K +72 +3%
TWM
1217
Trueblood Wealth Management
Ohio
$464K +$898 +5 +0.2%
CFO
1218
CVA Family Office
Colorado
$463K +$1.98K +11 +0.4%
CFB
1219
Cullen/Frost Bankers
Texas
$463K +$120K +668 +35%
DA
1220
Drake & Associates
Wisconsin
$463K +$106K +589 +30%
CP
1221
Castleview Partners
Texas
$461K +$14.7K +82 +3%
AWM
1222
Angeles Wealth Management
California
$460K +$83.4K +464 +22%
GSIAS
1223
Garden State Investment Advisory Services
New Jersey
$457K +$6.65K +37 +1%
NB
1224
Northwest Bancshares
Pennsylvania
$456K
VFPW
1225
Vantage Financial Partners (Wisconsin)
Wisconsin
$456K +$456K +2,540 New