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 %
NPF
1401
Norris Perne & French
Michigan
$373K
ECG
1402
Edge Capital Group
Georgia
$373K
PWP
1403
Phillips Wealth Planners
Mississippi
$371K +$9.42K +47 +3%
CH
1404
Cromwell Holdings
Wyoming
$371K
GA
1405
Greenspring Advisors
Maryland
$370K -$35.1K -171 -9%
RWB
1406
RMR Wealth Builders
New Jersey
$370K -$1.64K -8 -0.4%
C
1407
Certuity
Florida
$367K +$367K +1,789 New
SWM
1408
SeaCrest Wealth Management
New York
$366K +$13.8K +67 +4%
MSS
1409
Mitchell Sinkler & Starr
Pennsylvania
$363K
CCWM
1410
Cassaday & Co Wealth Management
Virginia
$362K
AI
1411
Accredited Investors
Minnesota
$361K +$361K +1,759 New
RF
1412
Rossby Financial
Florida
$360K +$360K +1,754 New
BFPW
1413
BOK Financial Private Wealth
Colorado
$360K +$2.26K +11 +0.6%
WAP
1414
Wealthcare Advisory Partners
Pennsylvania
$360K +$10.5K +51 +3%
CAM
1415
Concorde Asset Management
Michigan
$359K
PIWA
1416
Prevail Innovative Wealth Advisors
Kansas
$357K +$21K +102 +6%
CCB
1417
Cutter & Co Brokerage
Missouri
$356K
SNBOSCI
1418
Security National Bank of Sioux City Iowa
Iowa
$355K -$4.11K -20 -1%
CC
1419
Callan Capital
California
$355K +$20.5K +100 +6%
1IA
1420
1834 Investment Advisors
Wisconsin
$355K
GA
1421
Goldstein Advisors
Wisconsin
$354K -$2.26K -11 -0.6%
CT
1422
Colonial Trust
South Carolina
$354K -$210K -1,020 -37%
TW
1423
TritonPoint Wealth
Maryland
$353K +$411 +2 +0.1%
IWA
1424
IVC Wealth Advisors
Pennsylvania
$352K -$205 -1 -0.1%
HTIM
1425
Harbour Trust & Investment Management
Indiana
$352K