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 %
FA
1501
Fermata Advisors
California
$215K +$215K +1,195 New
AWM
1502
Accurate Wealth Management
Florida
$213K +$213K +1,097 New
AWP
1503
Abacus Wealth Partners
California
$213K +$213K +1,183 New
HBW
1504
Hazlett, Burt & Watson
West Virginia
$212K
FG
1505
Fiduciary Group
Georgia
$212K +$212K +1,178 New
I
1506
INVST
Indiana
$211K +$211K +1,175 New
M
1507
MYeCFO
California
$211K +$211K +1,174 New
SOS
1508
Silver Oak Securities
Tennessee
$210K +$4.99K +28 +2%
VCM
1509
Virtue Capital Management
Tennessee
$209K -$36.1K -201 -15%
ASFA
1510
All Season Financial Advisors
Colorado
$209K +$209K +1,165 New
VWM
1511
Vigilare Wealth Management
Arizona
$208K +$208K +1,160 New
FWM
1512
Fairhaven Wealth Management
Illinois
$208K +$208K +1,158 New
KWMG
1513
King Wealth Management Group
Florida
$207K +$207K +1,154 New
BCG
1514
Breakwater Capital Group
New Jersey
$206K +$206K +1,148 New
CCFCSB
1515
Cape Cod Five Cents Savings Bank
Massachusetts
$206K -$41.1K -229 -17%
SSB
1516
Sandy Spring Bank
Maryland
$206K -$13.5K -75 -6%
WHCI
1517
W.H. Cornerstone Investments
Massachusetts
$204K +$204K +1,135 New
BPWM
1518
Badgley Phelps Wealth Managers
Washington
$203K +$203K +1,130 New
FBC
1519
Fairfield, Bush & Co
Connecticut
$203K +$203K +1,130 New
CAS
1520
Coppell Advisory Solutions
Texas
$203K -$41K -230 -17%
RIL
1521
Rothschild Investment LLC
Illinois
$202K +$6.65K +37 +3%
FPWM
1522
FSB Premier Wealth Management
Iowa
$202K +$202K +1,125 New
YIA
1523
YHB Investment Advisors
Connecticut
$202K +$202K +1,125 New
CIP
1524
Convergence Investment Partners
Florida
$201K +$201K +1,119 New
DWP
1525
Daymark Wealth Partners
Ohio
$201K +$201K +1,119 New