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 %
WG
1451
Winton Group
United Kingdom
$336K -$5.37M -26,128 -94%
2L
1452
25 LLC
Missouri
$333K +$1.03K +5 +0.3%
HC
1453
Hourglass Capital
Texas
$332K
LC
1454
LCNB Corp
Ohio
$332K -$19.1K -93 -5%
KMWM
1455
Keudell/Morrison Wealth Management
Oregon
$331K -$65.5K -319 -17%
PWG
1456
Portside Wealth Group
Utah
$331K -$31.2K -152 -9%
A
1457
AlphaQuest
New York
$331K +$181K +881 +121%
ODG
1458
O'Dell Group
Ohio
$330K
QFPS
1459
Quantum Financial Planning Services
Washington
$329K +$329K +1,604 New
VCM
1460
Vision Capital Management
Oregon
$329K
ATFA
1461
All Terrain Financial Advisors
Minnesota
$329K
GJWM
1462
Gilliland Jeter Wealth Management
Arkansas
$327K +$3.9K +19 +1%
DWP
1463
Daymark Wealth Partners
Ohio
$325K +$94.9K +462 +41%
GIP
1464
Greatmark Investment Partners
Georgia
$324K -$115K -560 -26%
UWM
1465
USAdvisors Wealth Management
Minnesota
$322K +$322K +1,572 New
NEWAS
1466
N.E.W. Advisory Services
Wisconsin
$321K
DBG
1467
De Burlo Group
Massachusetts
$321K
SEIA
1468
Signature Estate & Investment Advisors
California
$321K +$4.11K +20 +1%
FA
1469
Fedenia Advisers
Wisconsin
$321K +$321K +1,562 New
IP
1470
Isthmus Partners
Wisconsin
$320K
VCP
1471
Verus Capital Partners
Arizona
$318K -$12.1K -59 -4%
PSC
1472
Portman Square Capital
United Kingdom
$316K
RCP
1473
Rothschild Capital Partners
New York
$316K +$316K +1,540 New
BAM
1474
Bellevue Asset Management
Washington
$316K
OFS
1475
OneAscent Financial Services
Alabama
$316K -$68.5K -333 -18%