1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWG
1376
Boomfish Wealth Group
Georgia
$300K -$5.75K -32 -2%
ALC
1377
Alexander Labrunerie & Co
Missouri
$300K
LA
1378
Latitude Advisors
Florida
$299K -$180 -1 -0.1%
GFG
1379
Goldstone Financial Group
Illinois
$296K
BIA
1380
Bigelow Investment Advisors
Maine
$296K +$31.3K +174 +12%
WB
1381
West Bancorporation
Iowa
$296K +$11K +61 +4%
CWM
1382
Chemistry Wealth Management
New York
$295K +$23.9K +133 +9%
IC
1383
Iconiq Capital
California
$294K +$294K +1,639 New
PFS
1384
Prospera Financial Services
Texas
$294K -$719 -4 -0.2%
PIWA
1385
Prevail Innovative Wealth Advisors
Kansas
$294K -$359 -2 -0.1%
OSNBOA
1386
Old Second National Bank of Aurora
Illinois
$293K
CC
1387
Callan Capital
California
$293K +$293K +1,629 New
AWA
1388
Arete Wealth Advisors
Illinois
$291K -$194K -1,079 -40%
HC
1389
Hourglass Capital
Texas
$291K
2L
1390
25 LLC
Missouri
$290K +$1.62K +9 +0.6%
ODG
1391
O'Dell Group
Ohio
$289K
VCP
1392
Verus Capital Partners
Arizona
$288K -$31.6K -176 -10%
SFS
1393
Security Financial Services
Indiana
$288K -$36.1K -201 -11%
VCM
1394
Vision Capital Management
Oregon
$288K
AA
1395
Alta Advisers
United Kingdom
$287K
ATFA
1396
All Terrain Financial Advisors
Minnesota
$287K
ML
1397
McAdam LLC
Pennsylvania
$286K +$7.91K +44 +3%
GLA
1398
Good Life Advisors
Pennsylvania
$286K +$286K +1,592 New
PCP
1399
Proficio Capital Partners
Massachusetts
$285K -$108K -599 -27%
GJWM
1400
Gilliland Jeter Wealth Management
Arkansas
$282K