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 %
AC
1501
AlphaCore Capital
California
$291K +$291K +1,415 New
EWS
1502
Eagle Wealth Strategies
New Jersey
$290K
CCM
1503
Chickasaw Capital Management
Tennessee
$290K
CAS
1504
Coppell Advisory Solutions
Texas
$290K +$55.3K +268 +24%
EFM
1505
E Fund Management
China
$289K +$289K +1,408 New
WIA
1506
Wetzel Investment Advisors
Indiana
$289K
JIP
1507
Jaffetilchin Investment Partners
Florida
$286K -$7.6K -37 -3%
FFA
1508
Frazier Financial Advisors
Ohio
$284K
CLOS
1509
Compagnie Lombard Odier SCmA
Switzerland
$283K
SFI
1510
SPC Financial Inc
Maryland
$283K -$7.81K -38 -3%
EA
1511
Ergawealth Advisors
Illinois
$283K
IF
1512
Intrua Financial
Texas
$283K -$68.8K -335 -20%
SWA
1513
SFMG Wealth Advisors
Texas
$282K -$205 -1 -0.1%
VAS
1514
Vestmark Advisory Solutions
Massachusetts
$281K +$281K +1,368 New
DFA
1515
DHJJ Financial Advisors
Illinois
$281K
FA
1516
FDx Advisors
Illinois
$279K -$11.3K -55 -4%
PFW
1517
Petros Family Wealth
Minnesota
$279K +$279K +1,358 New
NL
1518
NWAM LLC
Washington
$278K -$28.8K -140 -9%
JWA
1519
JFS Wealth Advisors
Pennsylvania
$278K
FFA
1520
Fi3 Financial Advisors
Indiana
$278K -$6.78K -33 -2%
SWM
1521
Seed Wealth Management
Illinois
$277K
AUB
1522
Atlantic Union Bankshares
Virginia
$277K
FPWM
1523
FSB Premier Wealth Management
Iowa
$277K +$46K +224 +20%
FW
1524
FullCircle Wealth
Texas
$277K +$9.88K +43 +4%
MAM
1525
Meeder Asset Management
Ohio
$276K +$239K +1,163 +636%