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 %
SAG
1476
SageView Advisory Group
California
$316K +$30.8K +150 +11%
BFAG
1477
Blackston Financial Advisory Group
Florida
$313K
OL
1478
OneFund LLC
Florida
$313K +$2.67K +13 +0.9%
AAMA
1479
Advanced Asset Management Advisors
Ohio
$313K
AHC
1480
Adell Harriman & Carpenter
Texas
$313K +$313K +1,523 New
IAMOG
1481
Investors Asset Management of Georgia
Georgia
$313K
BAM
1482
Berkshire Asset Management
Pennsylvania
$312K -$835 -4 -0.3%
SAM
1483
Sompo Asset Management
Japan
$312K -$382K -1,860 -55%
RIA
1484
Richwood Investment Advisors
Ohio
$310K -$33.9K -165 -10%
CPIG
1485
Chicago Partners Investment Group
Illinois
$309K +$4.72K +23 +2%
SC
1486
Steph & Co
Wisconsin
$307K -$151K -736 -33%
KSWWM
1487
Keyes Stange & Wooten Wealth Management
Florida
$306K -$5.14K -25 -2%
RCM
1488
Raleigh Capital Management
North Carolina
$305K -$312K -1,519 -51%
RT
1489
Rockland Trust
Massachusetts
$304K -$15.4K -75 -5%
1WM
1490
1858 Wealth Management
Ohio
$301K -$2.67K -13 -0.9%
FMTC
1491
Farmers & Merchants Trust Company
California
$301K
SAI
1492
Savvy Advisors Inc
New York
$299K +$27.3K +133 +10%
CAM
1493
Cidel Asset Management
Ontario, Canada
$298K
FBC
1494
Fairfield, Bush & Co
Connecticut
$298K +$65.7K +320 +28%
CA
1495
Crewe Advisors
Utah
$295K +$295K +1,438 New
CAM
1496
Claret Asset Management
Quebec, Canada
$293K +$1.85K +9 +0.6%
MAM
1497
Mainsail Asset Management
Alabama
$293K
JSW
1498
Journey Strategic Wealth
New Jersey
$293K +$11.9K +58 +4%
GCP
1499
GSA Capital Partners
United Kingdom
$292K -$217K -1,058 -43%
AWA
1500
AGH Wealth Advisors
Kansas
$291K +$291K +1,419 New