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 %
NEWAS
1401
N.E.W. Advisory Services
Wisconsin
$281K
DBG
1402
De Burlo Group
Massachusetts
$281K
MS
1403
Maven Securities
Jersey
$280K +$280K +1,561 New
IP
1404
Isthmus Partners
Wisconsin
$280K
RT
1405
Rockland Trust
Massachusetts
$279K -$21K -117 -7%
SEIA
1406
Signature Estate & Investment Advisors
California
$277K +$5.57K +31 +2%
PSC
1407
Portman Square Capital
United Kingdom
$277K -$839K -4,672 -75%
BAM
1408
Bellevue Asset Management
Washington
$277K
TPWA
1409
TRUE Private Wealth Advisors
Oregon
$275K -$619K -3,446 -69%
BFAG
1410
Blackston Financial Advisory Group
Florida
$274K -$2.87K -16 -1%
PWA
1411
Physician Wealth Advisors
Utah
$274K -$24.1K -124 -8%
IAMOG
1412
Investors Asset Management of Georgia
Georgia
$273K +$273K +1,522 New
AIC
1413
Archer Investment Corporation
Indiana
$273K
KSWWM
1414
Keyes Stange & Wooten Wealth Management
Florida
$272K -$5.03K -28 -2%
OL
1415
OneFund LLC
Florida
$272K -$10.1K -56 -4%
AA
1416
Advisory Alpha
Michigan
$271K +$271K +1,506 New
NW
1417
NewEdge Wealth
Pennsylvania
$270K +$270K +1,502 New
NL
1418
NWAM LLC
Washington
$268K -$1.44K -8 -0.5%
1WM
1419
1858 Wealth Management
Ohio
$266K -$5.39K -30 -2%
FMTC
1420
Farmers & Merchants Trust Company
California
$264K
NCFG
1421
New Century Financial Group
New Jersey
$263K -$46.5K -259 -15%
WPWM
1422
Western Pacific Wealth Management
Illinois
$263K
CAM
1423
Cidel Asset Management
Ontario, Canada
$261K
JIP
1424
Jaffetilchin Investment Partners
Florida
$257K -$18.1K -101 -7%
KIA
1425
KCM Investment Advisors
California
$256K +$4.67K +26 +2%