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 %
EM
1376
Excalibur Management
Massachusetts
$404K
OF
1377
Optimize Financial
California
$404K +$404K +1,969 New
CFP
1378
Cascade Financial Partners
California
$402K +$5.75K +28 +1%
WMA
1379
Wealth Management Associates
New Jersey
$401K
AA
1380
Advisory Alpha
Michigan
$400K +$90.4K +440 +29%
BIA
1381
Bigelow Investment Advisors
Maine
$398K +$59.6K +290 +18%
HPBT
1382
Hickory Point Bank & Trust
Illinois
$398K +$398K +1,937 New
FWIA
1383
Fort Washington Investment Advisors
Ohio
$397K -$146K -712 -27%
HBW
1384
Hazlett, Burt & Watson
West Virginia
$394K +$152K +740 +63%
KFSC
1385
Keystone Financial Services (Colorado)
Colorado
$394K -$21.8K -106 -5%
CNBT
1386
Canandaigua National Bank & Trust
New York
$391K -$5.14K -25 -1%
TCOT
1387
Trust Company of Toledo
Ohio
$391K +$32K +156 +9%
HP
1388
Highlander Partners
Texas
$390K
WP
1389
WMS Partners
Maryland
$390K +$120K +586 +45%
AWA
1390
Arete Wealth Advisors
Illinois
$387K +$53.7K +261 +16%
SQA
1391
Simon Quick Advisors
New Jersey
$387K -$46K -224 -11%
DP
1392
Dearborn Partners
Illinois
$386K
AA
1393
Alta Advisers
United Kingdom
$385K +$56.1K +273 +17%
AI
1394
AXS Investments
New York
$382K +$382K +1,860 New
PVM
1395
Palogic Value Management
Texas
$381K +$5.96K +29 +2%
MPW
1396
Monterey Private Wealth
California
$380K
CA
1397
CoreCap Advisors
Michigan
$379K -$53.4K -260 -12%
OPA
1398
Old Port Advisors
Maine
$378K
MG
1399
Mather Group
Illinois
$377K -$46K -224 -11%
LPAM
1400
Lodestar Private Asset Management
California
$376K