1,632 hedge funds and large institutions have $84.7B invested in Fiserv in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 566 increasing their positions, 667 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,632
Holders Change
+54
Holders Change %
+3.42%
% of All Funds
23.66%
Holding in Top 10
107
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.58%
% of All Funds
1.55%
New
172
Increased
566
Reduced
667
Closed
101
Calls
$306M
Puts
$314M
Net Calls
-$8.5M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SNBOSCI
1326
Security National Bank of Sioux City Iowa
Iowa
$283K -$3.52K -22 -1%
IWA
1327
Icon Wealth Advisors
Texas
$283K +$84.7K +530 +43%
CCG
1328
Catalina Capital Group
California
$282K +$282K +1,766 New
LC
1329
LCNB Corp
Ohio
$281K -$27.2K -170 -9%
WPWM
1330
Western Pacific Wealth Management
Illinois
$281K -$48.7K -305 -15%
IBOK
1331
Independence Bank of Kentucky
Kentucky
$281K -$52.7K -330 -16%
TFA
1332
Tranquilli Financial Advisor
New Jersey
$280K +$280K +1,754 New
AWA
1333
Aaron Wealth Advisors
Illinois
$280K +$280K +1,751 New
PWM
1334
Power Wealth Management
Georgia
$279K -$118K -739 -30%
BFPW
1335
BOK Financial Private Wealth
Colorado
$278K -$17.4K -109 -6%
MPW
1336
Monterey Private Wealth
California
$278K +$1.12K +7 +0.4%
SCM
1337
Schnieders Capital Management
California
$275K
LI
1338
LVZ Inc
Michigan
$275K
ISL
1339
Ingalls & Snyder LLC
New York
$274K -$136K -851 -33%
JCIA
1340
Jackson Creek Investment Advisors
Colorado
$274K -$3.67K -23 -1%
HTIM
1341
Harbour Trust & Investment Management
Indiana
$274K
IWA
1342
IVC Wealth Advisors
Pennsylvania
$273K +$1.6K +10 +0.6%
NHC
1343
Nicholas Hoffman & Company
Georgia
$272K
Legacy Financial Group (Iowa)
1344
Legacy Financial Group (Iowa)
Iowa
$272K +$272K +1,701 New
USB
1345
Union Savings Bank
Connecticut
$272K
PWG
1346
Portside Wealth Group
Utah
$268K +$639 +4 +0.2%
TCOT
1347
Trust Company of Toledo
Ohio
$268K -$107K -670 -29%
BWG
1348
Boomfish Wealth Group
Georgia
$268K
RIA
1349
Richwood Investment Advisors
Ohio
$268K
RT
1350
Rockland Trust
Massachusetts
$267K