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 %
TPWA
1426
TRUE Private Wealth Advisors
Oregon
$352K +$37.2K +181 +12%
OFG
1427
Oxford Financial Group
Indiana
$350K -$113K -551 -24%
NHC
1428
Nicholas Hoffman & Company
Georgia
$350K
FHC
1429
First Heartland Consultants
Missouri
$350K -$553K -2,693 -61%
Fisher Asset Management
1430
Fisher Asset Management
Washington
$349K +$349K +1,701 New
RSA
1431
River Street Advisors
Illinois
$349K -$3.9K -19 -1%
USB
1432
Union Savings Bank
Connecticut
$349K
CFG
1433
CKW Financial Group
Hawaii
$349K
FRA
1434
Front Row Advisors
California
$347K -$1.23K -6 -0.4%
WFA
1435
Wellspring Financial Advisors
Ohio
$347K -$433K -2,110 -56%
MAM
1436
Marquette Asset Management
Minnesota
$347K
SCP
1437
Sivia Capital Partners
California
$345K -$2.88K -14 -0.8%
TFA
1438
Tranquilli Financial Advisor
New Jersey
$343K -$3.29K -16 -0.9%
ALC
1439
Alexander Labrunerie & Co
Missouri
$343K
SFS
1440
Security Financial Services
Indiana
$342K +$12.5K +61 +4%
ISL
1441
Ingalls & Snyder LLC
New York
$342K -$15.4K -75 -4%
Legacy Financial Group (Iowa)
1442
Legacy Financial Group (Iowa)
Iowa
$340K +$340K +1,655 New
ML
1443
McAdam LLC
Pennsylvania
$339K +$11.9K +58 +4%
GFG
1444
Goldstone Financial Group
Illinois
$339K
JCM
1445
Jacobsen Capital Management
Utah
$339K -$4.73K -23 -1%
FCM
1446
FJ Capital Management
Virginia
$339K +$339K +1,648 New
RZH
1447
Relyea Zuckerberg Hanson
Connecticut
$338K +$56.3K +274 +20%
CWM
1448
Chemistry Wealth Management
New York
$338K
CCA
1449
Cottonwood Capital Advisors
Utah
$338K +$338K +1,643 New
OSNBOA
1450
Old Second National Bank of Aurora
Illinois
$337K +$2.26K +11 +0.7%