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 %
FMP
1551
Financial Management Professionals
Texas
$258K +$1.23K +6 +0.5%
CPCM
1552
Cardinal Point Capital Management
Ontario, Canada
$258K +$258K +1,255 New
KP
1553
Kitching Partners
Pennsylvania
$257K +$257K +1,253 New
RFP
1554
Root Financial Partners
California
$257K +$257K +1,251 New
CCAM
1555
Cascades Capital Asset Management
North Carolina
$257K
CDWM
1556
Campbell Deegan Wealth Management
Virginia
$257K +$257K +1,249 New
TL
1557
Tradewinds LLC
North Carolina
$256K +$256K +1,113 New
MCM
1558
Monument Capital Management
Virginia
$255K
AWM
1559
Accurate Wealth Management
Florida
$254K +$33.7K +168 +15%
NAM
1560
NTV Asset Management
West Virginia
$252K
RRCM
1561
Rappaport Reiches Capital Management
Illinois
$252K
AA
1562
Auxano Advisors
Washington
$252K +$252K +1,225 New
WMWM
1563
Whitaker-Myers Wealth Managers
Ohio
$251K
BCM
1564
Birmingham Capital Management
Alabama
$249K
GA
1565
GSG Advisors
New Jersey
$248K -$18.9K -92 -7%
LSIA
1566
LaSalle St. Investment Advisors
Illinois
$248K +$248K +1,211 New
CA
1567
Capital Advantage
California
$247K +$247K +1,202 New
BWG
1568
Boomfish Wealth Group
Georgia
$247K -$95.9K -467 -28%
MWM
1569
Modern Wealth Management
Kansas
$247K +$247K +1,201 New
WSCM
1570
Wellington Shields Capital Management
New York
$247K
SNB
1571
Security National Bank
Nebraska
$247K
CSI
1572
Cross Staff Investments
New York
$247K
RPSA
1573
Richard P. Slaughter Associates
Texas
$247K
PWW
1574
Pettyjohn Wood & White
Virginia
$247K
SCA
1575
Sulzberger Capital Advisors
Florida
$247K +$247K +1,200 New