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 %
FRA
1376
Front Row Advisors
California
$255K +$255K +1,708 New
NHC
1377
Nicholas Hoffman & Company
Georgia
$254K
Legacy Financial Group (Iowa)
1378
Legacy Financial Group (Iowa)
Iowa
$254K
A
1379
Allianz
Germany
$253K -$1.31M -8,766 -84%
USB
1380
Union Savings Bank
Connecticut
$253K
BWG
1381
Boomfish Wealth Group
Georgia
$253K +$3.28K +22 +1%
WFA
1382
Wellspring Financial Advisors
Ohio
$253K +$65.7K +441 +35%
SCP
1383
Sivia Capital Partners
California
$253K -$128K -859 -34%
PWMG
1384
Prestige Wealth Management Group
New Jersey
$251K +$223K +1,494 +774%
TFA
1385
Tranquilli Financial Advisor
New Jersey
$250K -$7.8K -53 -3%
CPIG
1386
Chicago Partners Investment Group
Illinois
$250K -$6.04K -37 -2%
RIA
1387
Richwood Investment Advisors
Ohio
$250K
RT
1388
Rockland Trust
Massachusetts
$249K
ALC
1389
Alexander Labrunerie & Co
Missouri
$249K
LA
1390
Latitude Advisors
Florida
$248K +$3.88K +26 +2%
GFG
1391
Goldstone Financial Group
Illinois
$246K +$246K +1,650 New
PFS
1392
Prospera Financial Services
Texas
$245K +$5.51K +37 +2%
SIG
1393
Stonegate Investment Group
Alabama
$244K
PIWA
1394
Prevail Innovative Wealth Advisors
Kansas
$244K +$1.04K +7 +0.4%
OSNBOA
1395
Old Second National Bank of Aurora
Illinois
$243K
PWA
1396
Physician Wealth Advisors
Utah
$241K +$241K +1,535 New
HC
1397
Hourglass Capital
Texas
$241K
CLOS
1398
Compagnie Lombard Odier SCmA
Switzerland
$240K +$34.7K +233 +17%
CA
1399
Crewe Advisors
Utah
$240K +$31.1K +209 +15%
2L
1400
25 LLC
Missouri
$240K