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 %
SIG
1576
Stonegate Investment Group
Alabama
$246K -$15.4K -75 -6%
SMA
1577
Seven Mile Advisory
New Jersey
$246K +$246K +1,196 New
FFA
1578
Florida Financial Advisors
Florida
$245K +$245K +1,193 New
GG
1579
Greenwood Gearhart
Arkansas
$244K +$244K +1,189 New
PRS
1580
Pinkerton Retirement Specialists
Idaho
$244K +$244K +1,186 New
ET
1581
Equitable Trust
Tennessee
$243K +$243K +1,183 New
KWMG
1582
King Wealth Management Group
Florida
$243K +$6.36K +31 +3%
I
1583
INVST
Indiana
$243K +$1.23K +6 +0.5%
FWM
1584
Fairhaven Wealth Management
Illinois
$242K +$4.52K +22 +2%
OPWM
1585
Oregon Pacific Wealth Management
Oregon
$242K +$242K +1,178 New
WB
1586
West Bancorporation
Iowa
$242K -$97K -472 -29%
FFP
1587
FourThought Financial Partners
Florida
$242K +$242K +1,176 New
PCS
1588
Personal CFO Solutions
New Jersey
$241K +$241K +1,175 New
M
1589
MYeCFO
California
$241K
OAS
1590
Optivise Advisory Services
Tennessee
$239K -$33.1K -161 -12%
EP
1591
Essential Planning
New Hampshire
$238K +$238K +1,170 New
VWM
1592
Vigilare Wealth Management
Arizona
$238K
BCG
1593
Breakwater Capital Group
New Jersey
$235K -$616 -3 -0.3%
RIL
1594
Rothschild Investment LLC
Illinois
$235K +$3.7K +18 +2%
YIA
1595
YHB Investment Advisors
Connecticut
$235K +$3.7K +18 +2%
JFA
1596
JNBA Financial Advisors
Minnesota
$234K +$4.93K +24 +2%
CCA
1597
Catalyst Capital Advisors
New York
$233K -$34.5K -168 -13%
SSB
1598
Sandy Spring Bank
Maryland
$233K -$2.47K -12 -1%
FG
1599
Fiduciary Group
Georgia
$232K -$10.3K -50 -4%
WHCI
1600
W.H. Cornerstone Investments
Massachusetts
$231K -$2.47K -12 -1%