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 %
RDWM
1226
Red Door Wealth Management
Tennessee
$604K +$3.29K +16 +0.5%
MFIM
1227
Mesirow Financial Investment Management
Illinois
$601K +$48.3K +235 +9%
LRWA
1228
Long Run Wealth Advisors
New York
$601K -$3.49K -17 -0.6%
AR
1229
Apeiron RIA
Texas
$601K -$17.5K -85 -3%
FC
1230
Forte Capital
New York
$599K
FNFDCM
1231
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$599K -$10.3K -50 -2%
MCM
1232
Moore Capital Management
New York
$596K -$5.62M -27,370 -90%
CFP
1233
Catalyst Financial Partners
Massachusetts
$595K +$14.6K +71 +3%
FCI
1234
Financial Counselors Inc
Kansas
$595K +$23.2K +113 +4%
TIA
1235
Tiemann Investment Advisors
California
$595K -$79.1K -385 -12%
KOCAA
1236
Knights of Columbus Asset Advisors
Connecticut
$593K -$29.4K -143 -5%
PJSIMP
1237
P.J. Schmidt Investment Management (PJS)
Wisconsin
$588K -$5.14K -25 -0.9%
APWM
1238
Argonautica Private Wealth Management
Massachusetts
$587K
CFS
1239
CRA Financial Services
New Jersey
$587K +$2.88K +14 +0.5%
FWA
1240
Flagship Wealth Advisors
Massachusetts
$586K +$586K +2,855 New
RCA
1241
Resonant Capital Advisors
Wisconsin
$586K -$6.16K -30 -1%
FPAS
1242
Focus Partners Advisor Solutions
Missouri
$581K -$16.4K -80 -3%
SGI
1243
Summit Global Investments
Utah
$579K +$300K +1,459 +107%
WIS
1244
Wright Investors Service
Connecticut
$578K -$51.6K -251 -8%
WC
1245
Waterloo Capital
Texas
$576K -$11.1K -54 -2%
WAG
1246
Wallace Advisory Group
California
$573K -$22.5K -125 -4%
SAM
1247
Secure Asset Management
Michigan
$573K -$1.62M -7,907 -74%
WA
1248
Wambolt & Associates
Colorado
$570K -$10.7K -52 -2%
PI
1249
PFG Investments
New York
$569K -$7.19K -35 -1%
WTC
1250
WhitTier Trust Company
Nevada
$567K -$16.4K -80 -3%