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 %
RP
1201
Riverwater Partners
Wisconsin
$650K -$239K -1,165 -27%
SW
1202
SkyOak Wealth
Michigan
$650K
PCM
1203
Pointe Capital Management
Michigan
$649K +$11.5K +56 +2%
WFC
1204
Western Financial Corp
California
$648K +$648K +3,154 New
TPW
1205
Talon Private Wealth
Florida
$647K
CWP
1206
Curated Wealth Partners
California
$646K +$60.6K +295 +10%
LIM
1207
Leavell Investment Management
Alabama
$644K +$113K +550 +21%
QC
1208
Quantessence Capital
New York
$638K +$638K +3,108 New
FHA
1209
Flagship Harbor Advisors
Massachusetts
$636K -$34.9K -170 -5%
CHAM
1210
Clear Harbor Asset Management
Connecticut
$636K +$636K +3,098 New
RP
1211
Riverbridge Partners
Minnesota
$633K
LCGC
1212
Legacy Capital Group California
California
$630K -$5.75K -28 -0.9%
CT
1213
Clearstead Trust
Maine
$626K -$10.5K -51 -2%
SPI
1214
Santori & Peters Inc
Pennsylvania
$624K
NW
1215
NewEdge Wealth
Pennsylvania
$623K +$315K +1,533 +102%
LIP
1216
Liontrust Investment Partners
United Kingdom
$622K -$2.28M -11,083 -79%
GWANC
1217
Guardian Wealth Advisors (North Carolina)
North Carolina
$617K +$330K +1,607 +115%
BBP
1218
Banco BTG Pactual
Brazil
$616K +$616K +2,992 New
CFM
1219
Catalyst Funds Management
Australia
$616K -$678K -3,300 -52%
PA
1220
Promethium Advisors
Maryland
$616K
AWA
1221
Aaron Wealth Advisors
Illinois
$615K +$68.4K +333 +13%
VIM
1222
Vista Investment Management
Pennsylvania
$614K -$88.1K -429 -13%
EP
1223
EPIQ Partners
Minnesota
$612K
JWCA
1224
J.W. Cole Advisors
Florida
$606K +$54.2K +264 +10%
OHWP
1225
Oak Harbor Wealth Partners
North Carolina
$606K +$8.42K +41 +1%