1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KMWM
1301
Keudell/Morrison Wealth Management
Oregon
$316K
WWM
1302
Western Wealth Management
Colorado
$315K +$14.8K +99 +5%
BWG
1303
Berry Wealth Group
Texas
$314K +$41.6K +279 +15%
UCI
1304
Uncommon Cents Investing
Wisconsin
$313K
SB
1305
Strategic Blueprint
Georgia
$313K -$2.09K -14 -0.7%
AWM
1306
Angeles Wealth Management
California
$312K -$42.9K -288 -12%
EM
1307
Excalibur Management
Massachusetts
$312K
CL
1308
COWA LLC
Oklahoma
$309K -$5.66K -38 -2%
CHP
1309
Cable Hill Partners
Oregon
$308K +$308K +2,069 New
PFS
1310
Physicians Financial Services
North Carolina
$305K -$2.53K -17 -0.8%
GIM
1311
Greenwich Investment Management
Connecticut
$304K -$26.8K -180 -8%
CI Investments Inc
1312
CI Investments Inc
Ontario, Canada
$304K -$30.9K -207 -9%
LFA
1313
Legacy Financial Advisors
Kentucky
$303K -$24.9K -167 -8%
CA
1314
Claro Advisors
Massachusetts
$301K -$8.05K -54 -3%
HP
1315
Highlander Partners
Texas
$301K
AT
1316
Arden Trust
Delaware
$300K -$149 -1 -0%
BFO
1317
Biltmore Family Office
North Carolina
$298K
CM
1318
Castleark Management
Illinois
$298K
DA
1319
Drake & Associates
Wisconsin
$296K +$296K +1,987 New
WFI
1320
West Family Investments
California
$295K
BTI
1321
Blue Trust Inc
Georgia
$295K +$141K +882 +91%
KFSC
1322
Keystone Financial Services (Colorado)
Colorado
$295K +$11.9K +80 +4%
NPT
1323
Nixon Peabody Trust
Massachusetts
$294K -$180K -1,210 -38%
OPA
1324
Old Port Advisors
Maine
$292K +$1.34K +9 +0.5%
SAG
1325
SageView Advisory Group
California
$292K -$1.88M -12,621 -87%