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 %
IWM
1301
IHT Wealth Management
Illinois
$485K -$142K -693 -23%
PCP
1302
Proficio Capital Partners
Massachusetts
$485K +$159K +775 +49%
FBT
1303
First Bank & Trust
South Dakota
$483K +$99K +482 +26%
AWA
1304
Arkadios Wealth Advisors
Georgia
$482K -$35.5K -173 -7%
RPWA
1305
Regent Peak Wealth Advisors
Georgia
$482K +$205 +1 +0%
BAM
1306
Belpointe Asset Management
Nevada
$481K +$5.06K +29 +1%
DBRC
1307
D.B. Root & Company
Pennsylvania
$476K -$80.9K -394 -15%
SCM
1308
Schnieders Capital Management
California
$472K -$5.14K -25 -1%
BW
1309
Bison Wealth
Georgia
$472K +$23.8K +116 +5%
CFFP
1310
Center for Financial Planning
Michigan
$472K
IMC
1311
Investment Management Corporation
Virginia
$472K +$472K +2,297 New
IIM
1312
Ipswich Investment Management
Massachusetts
$471K
WCF
1313
West Coast Financial
California
$471K
SIM
1314
Sentry Investment Management
Wisconsin
$469K -$76.5K -372 -14%
SOW
1315
State of Wyoming
Wyoming
$466K +$345K +1,678 +284%
KIA
1316
KCM Investment Advisors
California
$464K +$171K +831 +58%
CPIA
1317
Cornell Pochily Investment Advisors
New York
$463K -$6.16K -30 -1%
AF
1318
Arrow Financial
New York
$462K
PTC
1319
Private Trust Company
Ohio
$461K -$95.7K -466 -17%
WCM
1320
WealthBridge Capital Management
Ohio
$458K
HS
1321
Horan Securities
United States
$456K -$2.67K -13 -0.6%
BFA
1322
Beaumont Financial Advisors
Massachusetts
$454K +$454K +2,210 New
IBOK
1323
Independence Bank of Kentucky
Kentucky
$453K -$21.6K -105 -5%
BWG
1324
Berry Wealth Group
Texas
$453K +$22.6K +110 +5%
CCG
1325
Cypress Capital Group
Florida
$452K -$3.7K -18 -0.8%