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 %
CSB
1526
City State Bank
Iowa
$276K
CCA
1527
Cobblestone Capital Advisors
New York
$275K +$6.37K +31 +2%
LAM
1528
Longboard Asset Management
Arizona
$274K +$274K +1,334 New
NG
1529
Norden Group
Utah
$274K -$19.1K -93 -7%
AWP
1530
Abacus Wealth Partners
California
$273K +$30K +146 +12%
IA
1531
IAM Advisory
Pennsylvania
$273K +$273K +1,328 New
CC
1532
Courier Capital
New York
$273K
SBIA
1533
Sheaff Brock Investment Advisors
Indiana
$272K -$11.9K -58 -4%
FA
1534
Fermata Advisors
California
$272K +$26.3K +128 +11%
OCM
1535
Osterweis Capital Management
California
$271K
CWS
1536
Cypress Wealth Services
California
$271K +$15.6K +76 +6%
CWP
1537
Concord Wealth Partners
Virginia
$269K +$7.81K +38 +3%
WA1
1538
Wimmer Associates 1
California
$269K
AMM
1539
American Money Management
California
$269K
NI
1540
Natural Investments
California
$267K +$267K +1,305 New
TC
1541
Trust Company
Kansas
$267K +$267K +1,299 New
PWPS
1542
Pinnacle Wealth Planning Services
Ohio
$266K -$251K -1,220 -48%
KCM
1543
Kathmere Capital Management
Pennsylvania
$266K +$18.5K +90 +7%
FPGT
1544
Financial Partners Group (Tennessee)
Tennessee
$266K +$5.96K +29 +2%
BF
1545
bLong Financial
Tennessee
$265K +$265K +1,288 New
PPW
1546
Presilium Private Wealth
Pennsylvania
$264K +$17.1K +83 +7%
CA
1547
Continuum Advisory
Idaho
$263K +$25.1K +122 +11%
FFA
1548
Fragasso Financial Advisors
Pennsylvania
$263K +$5.96K +29 +2%
KOMWMG
1549
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$259K
TAM
1550
Trillium Asset Management
Massachusetts
$258K