1,706 hedge funds and large institutions have $90.5B invested in Fiserv in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 580 increasing their positions, 693 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+53
Holders Change %
+3.21%
% of All Funds
24.67%
Holding in Top 10
104
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.56%
% of All Funds
1.5%
New
168
Increased
580
Reduced
693
Closed
92
Calls
$373M
Puts
$346M
Net Calls
+$27.4M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CH
1601
Canton Hathaway
Rhode Island
$43K
PB
1602
Pinnacle Bancorp
Nebraska
$42.6K
RWA
1603
Redmont Wealth Advisors
Illinois
$41.5K
PWMG
1604
Private Wealth Management Group
New Jersey
$39.9K -$180 -1 -0.4%
CPA
1605
Clear Point Advisors
New York
$39.5K
KSB
1606
Kennebec Savings Bank
Maine
$39.5K +$39.5K +220 New
RDIA
1607
RE Dickinson Investment Advisors
Iowa
$36.6K
EWP
1608
Elevation Wealth Partners
California
$35.9K
FDCP
1609
Foster Dykema Cabot & Partners
Massachusetts
$35.9K
SN
1610
Sittner & Nelson
Oregon
$34.5K
CMA
1611
Cedar Mountain Advisors
Oregon
$34.3K +$10.2K +57 +43%
WAG
1612
Wiser Advisor Group
Arizona
$34.1K
AA
1613
Ancora Advisors
Ohio
$32.9K +$719 +4 +2%
MAM
1614
Meeder Asset Management
Ohio
$32.9K -$199K -1,105 -86%
PWMG
1615
Prestige Wealth Management Group
New Jersey
$32.7K -$270K -1,505 -89%
MSG
1616
Main Street Group
Virginia
$32.5K +$11.3K +63 +53%
GCM
1617
Gables Capital Management
Florida
$30.7K +$30.7K +171 New
CYG
1618
Clean Yield Group
Vermont
$30.5K +$24.8K +138 +431%
PPA
1619
Painted Porch Advisors
California
$30K
S
1620
Sachetta
Massachusetts
$27.7K +$1.98K +11 +8%
BWAM
1621
Boyd Watterson Asset Management
Ohio
$26.8K
TFA
1622
Transamerica Financial Advisors
Florida
$26K -$146K -805 -85%
MA
1623
MCF Advisors
Kentucky
$25.9K
HDIM
1624
Hanson & Doremus Investment Management
Vermont
$25K
AWM
1625
Abound Wealth Management
Tennessee
$24.7K +$3.06K +17 +14%