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 %
FB
1251
Finward Bancorp
Indiana
$567K +$567K +2,758 New
EFS
1252
Essex Financial Services
Connecticut
$566K +$53.8K +262 +11%
SB
1253
Simmons Bank
Arkansas
$565K +$298K +1,450 +111%
MYLI
1254
Meiji Yasuda Life Insurance
Japan
$562K +$562K +2,735 New
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$560K -$4.73K -23 -0.8%
LG
1256
Leuthold Group
Minnesota
$559K +$559K +2,723 New
SWA
1257
Sax Wealth Advisors
New Jersey
$559K +$3.29K +16 +0.6%
TCM
1258
Tributary Capital Management
Nebraska
$559K -$26.7K -130 -5%
WorldQuant Millennium Advisors
1259
WorldQuant Millennium Advisors
New York
$554K +$554K +2,698 New
SG
1260
Somerset Group
Minnesota
$552K -$2.26K -11 -0.4%
SOS
1261
Silver Oak Securities
Tennessee
$546K +$303K +1,469 +125%
FTUS
1262
Flow Traders U.S.
New York
$546K +$546K +2,660 New
CFO
1263
CVA Family Office
Colorado
$543K +$13.4K +65 +3%
FM
1264
Foster & Motley
Ohio
$543K -$5.13K -25 -0.9%
SIC
1265
Salem Investment Counselors
North Carolina
$543K
KRSITF
1266
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$539K -$467K -7,912 -46%
GA
1267
Geller Advisors
New York
$536K -$14.8K -72 -3%
WF
1268
WoodTrust Financial
Wisconsin
$536K +$162K +786 +43%
CC
1269
Centiva Capital
New York
$533K -$1.09M -5,313 -67%
CF
1270
Centaurus Financial
California
$532K +$33.7K +164 +7%
CP
1271
Castleview Partners
Texas
$531K +$2.68K +13 +0.5%
TWM
1272
Trueblood Wealth Management
Ohio
$530K
OWP
1273
Obermeyer Wealth Partners
Colorado
$530K -$103K -500 -16%
CWM
1274
Connecticut Wealth Management
Connecticut
$528K +$37.8K +184 +8%
TPI
1275
Trust Point Inc
Wisconsin
$527K +$52.2K +254 +11%