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 %
LAM
1326
L2 Asset Management
Massachusetts
$450K -$26.9K -131 -6%
DWM
1327
Dechtman Wealth Management
Colorado
$449K
GFP
1328
Gryphon Financial Partners
Ohio
$449K -$4.93K -24 -1%
ACP
1329
Aveo Capital Partners
Colorado
$448K -$822 -4 -0.2%
TCM
1330
Teza Capital Management
Illinois
$447K
VFPW
1331
Vantage Financial Partners (Wisconsin)
Wisconsin
$446K -$75.4K -367 -14%
WPWM
1332
Western Pacific Wealth Management
Illinois
$446K +$146K +710 +49%
PCM
1333
Permanent Capital Management
Illinois
$445K +$445K +2,168 New
WFI
1334
West Family Investments
California
$444K -$6.16K -30 -1%
CCG
1335
Catalina Capital Group
California
$444K +$9.86K +48 +2%
SRL
1336
Scientech Research LLC
New Jersey
$444K +$444K +2,159 New
PWS
1337
Peterson Wealth Services
Utah
$443K -$72.5K -353 -14%
N
1338
Natixis
France
$442K -$12.7M -61,745 -97%
BCFD
1339
Boit C.F. David
$442K
CGA
1340
Compound Global Advisors
Washington
$442K +$442K +2,150 New
EFSCE
1341
Enterprise Financial Services Corp (EFSC)
Missouri
$440K -$822 -4 -0.2%
PWM
1342
Power Wealth Management
Georgia
$440K +$80.9K +394 +23%
ZB
1343
Zions Bancorporation
Utah
$440K +$294K +1,431 +202%
FCG
1344
Fielder Capital Group
Tennessee
$439K -$1.23K -6 -0.3%
VA
1345
Valmark Advisers
Ohio
$439K -$176K -859 -29%
CAG
1346
Csenge Advisory Group
Florida
$438K -$101K -494 -19%
CWM
1347
Calamos Wealth Management
Illinois
$438K +$438K +2,130 New
SI
1348
Seeds Investor
New York
$434K +$15.4K +75 +4%
WWM
1349
Western Wealth Management
Colorado
$434K -$14.4K -70 -3%
UCI
1350
Uncommon Cents Investing
Wisconsin
$431K