1,653 hedge funds and large institutions have $77B invested in Fiserv in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 636 increasing their positions, 618 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,653
Holders Change
+21
Holders Change %
+1.29%
% of All Funds
24.04%
Holding in Top 10
90
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.89%
% of All Funds
1.31%
New
138
Increased
636
Reduced
618
Closed
90
Calls
$303M
Puts
$231M
Net Calls
+$71.4M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1601
Tortoise Investment Management
New York
$11.9K
RI
1602
Ridgewood Investments
New Jersey
$11.6K +$11.6K +78 New
AT
1603
Arlington Trust
Alabama
$10.9K
RTL
1604
Red Tortoise LLC
Georgia
$9.99K
RFG
1605
REAP Financial Group
Texas
$9.65K -$445 -3 -4%
DF
1606
Dunhill Financial
United Kingdom
$9.44K +$1.8K +12 +24%
RFS
1607
Richardson Financial Services
Massachusetts
$9.39K
CTWM
1608
Cherry Tree Wealth Management
Minnesota
$8.2K +$8.2K +55 New
AWM
1609
Activest Wealth Management
Florida
$7.6K
YAL
1610
Your Advocates Ltd
Texas
$7.45K
SL
1611
Salomon & Ludwin
Virginia
$7.3K -$44.7K -300 -86%
AW
1612
Avion Wealth
Texas
$7K +$1.11K +9 +19%
SAG
1613
Spotlight Asset Group
Illinois
$6.56K
BWL
1614
Bogart Wealth LLC
Virginia
$6.26K
VNA
1615
Valley National Advisers
Pennsylvania
$6K +$682 +5 +13%
SHIM
1616
Stone House Investment Management
Pennsylvania
$5.96K
MFS
1617
Mattson Financial Services
Michigan
$5.96K +$5.96K +40 New
DPW
1618
DiNuzzo Private Wealth
Pennsylvania
$5.66K +$894 +6 +19%
HGA
1619
Hobbs Group Advisors
South Carolina
$5.66K +$5.66K +38 New
HI
1620
Hoey Investments
Pennsylvania
$5.52K -$14.9K -100 -73%
SIC
1621
SJS Investment Consulting
Ohio
$5.22K
VWA
1622
Valued Wealth Advisors
Utah
$5.07K
EL
1623
EMFO LLC
Florida
$4.92K +$4.92K +33 New
CYG
1624
Clean Yield Group
Vermont
$4.77K +$4.77K +32 New
HWM
1625
HighMark Wealth Management
Minnesota
$4.47K -$5.66K -38 -56%