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 %
VCM
1401
Vision Capital Management
Oregon
$239K
AA
1402
Alta Advisers
United Kingdom
$238K
ATFA
1403
All Terrain Financial Advisors
Minnesota
$238K
TW
1404
TritonPoint Wealth
Maryland
$238K +$238K +1,598 New
WAP
1405
Wealthcare Advisory Partners
Pennsylvania
$237K +$596 +4 +0.3%
DCM
1406
Driehaus Capital Management
Illinois
$237K +$237K +1,590 New
WB
1407
West Bancorporation
Iowa
$237K -$2.24K -15 -0.9%
GJWM
1408
Gilliland Jeter Wealth Management
Arkansas
$234K
OL
1409
OneFund LLC
Florida
$234K +$3.58K +24 +2%
OCM
1410
Osterweis Capital Management
California
$234K +$37.4K +251 +19%
OAS
1411
Optivise Advisory Services
Tennessee
$234K +$234K +1,568 New
PWG
1412
Portside Wealth Group
Utah
$234K -$16.7K -112 -7%
NEWAS
1413
N.E.W. Advisory Services
Wisconsin
$233K +$233K +1,565 New
DBG
1414
De Burlo Group
Massachusetts
$233K
LFG
1415
Larson Financial Group
Missouri
$233K -$410K -2,750 -64%
IP
1416
Isthmus Partners
Wisconsin
$232K
FBT
1417
First Bank & Trust
South Dakota
$232K +$3.58K +24 +2%
FA
1418
FDx Advisors
Illinois
$231K -$150K -1,005 -39%
ML
1419
McAdam LLC
Pennsylvania
$231K +$1.19K +8 +0.5%
KSWWM
1420
Keyes Stange & Wooten Wealth Management
Florida
$230K +$10.1K +68 +5%
BFAG
1421
Blackston Financial Advisory Group
Florida
$230K +$230K +1,542 New
BAM
1422
Bellevue Asset Management
Washington
$230K
GP
1423
Girard Partners
Pennsylvania
$229K -$4.02K -27 -2%
JIP
1424
Jaffetilchin Investment Partners
Florida
$228K +$34.3K +230 +18%
SB
1425
Simmons Bank
Arkansas
$227K +$227K +1,526 New