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 %
JWM
1276
Jackson Wealth Management
Florida
$525K +$525K +2,557 New
ACM
1277
Andina Capital Management
Utah
$524K +$21.6K +105 +4%
CCA
1278
Carrera Capital Advisors
Michigan
$524K -$1.97M -9,580 -79%
MAWA
1279
Moss Adams Wealth Advisors
Washington
$523K +$7.81K +38 +2%
NB
1280
Northwest Bancshares
Pennsylvania
$522K
WA
1281
WBH Advisory
Maryland
$518K +$5.55K +27 +1%
WAM
1282
Weiss Asset Management
Massachusetts
$515K -$8.42M -41,003 -94%
PPWP
1283
Premier Path Wealth Partners
New Jersey
$511K +$12.9K +63 +3%
IAIM
1284
International Assets Investment Management
Florida
$510K +$510K +2,477 New
FMLI
1285
Fukoku Mutual Life Insurance
Japan
$505K +$505K +2,458 New
JCM
1286
Janney Capital Management
Pennsylvania
$501K
AP
1287
Adero Partners
California
$500K +$13.4K +65 +3%
OWA
1288
One Wealth Advisors
California
$499K -$62.7K -305 -11%
MW
1289
Marcum Wealth
Ohio
$496K +$116K +563 +30%
CWA
1290
CM Wealth Advisors
Ohio
$495K
MHC
1291
Meyer Handelman Company
New York
$493K
CG
1292
Corundum Group
Colorado
$493K
CCA
1293
Childress Capital Advisors
Texas
$490K -$8.22K -40 -2%
VVP
1294
Venture Visionary Partners
Ohio
$490K +$10.3K +50 +2%
MAG
1295
M3 Advisory Group
Massachusetts
$489K -$2.88K -14 -0.6%
SMA
1296
Sage Mountain Advisors
Georgia
$489K +$12.9K +63 +3%
CI Investments Inc
1297
CI Investments Inc
Ontario, Canada
$489K -$5.75K -28 -1%
CWG
1298
Cornerstone Wealth Group
North Carolina
$488K +$15.4K +75 +3%
MSFP
1299
Mark Sheptoff Financial Planning
Connecticut
$488K
FNBOMD
1300
First National Bank of Mount Dora
Florida
$486K -$26.1K -127 -5%