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 %
QPWM
1626
Quadrant Private Wealth Management
Pennsylvania
$217K +$217K +1,058 New
CJ
1627
Caitlin John
Michigan
$216K
AIA
1628
Affinity Investment Advisors
California
$216K -$49.7K -242 -19%
LRIA
1629
Leonard Rickey Investment Advisors
Washington
$215K +$215K +1,047 New
Flossbach Von Storch
1630
Flossbach Von Storch
Germany
$214K +$214K +1,040 New
AO
1631
Advisor OS
Illinois
$212K +$212K +1,034 New
EHC
1632
Everett Harris & Co
California
$212K +$212K +1,032 New
SLC
1633
Second Line Capital
Louisiana
$212K +$212K +1,030 New
FFWA
1634
Forthright Family Wealth Advisory
Texas
$211K -$9.45K -46 -4%
FI
1635
Financial Insights
Washington
$211K -$466K -2,268 -69%
MWA
1636
Muirfield Wealth Advisors
North Carolina
$211K +$211K +1,025 New
FFA
1637
First Foundation Advisors
California
$211K +$211K +1,025 New
TW
1638
Traveka Wealth
California
$210K +$210K +1,023 New
HAS
1639
Holland Advisory Services
Florida
$208K +$208K +1,014 New
RIG
1640
RiverFront Investment Group
Virginia
$208K +$208K +1,013 New
OC
1641
Oakworth Capital
Alabama
$207K +$103K +502 +99%
SIMG
1642
Sonora Investment Management Group
Arizona
$207K +$207K +1,009 New
T
1643
Transce3nd
Texas
$207K +$207K +1,007 New
CCFCSB
1644
Cape Cod Five Cents Savings Bank
Massachusetts
$206K
BDA
1645
Borer Denton & Associates
Pennsylvania
$205K +$205K +1,000 New
E3F
1646
Eight 31 Financial
Texas
$205K +$205K +1,000 New
CWM
1647
Challenger Wealth Management
California
$205K +$205K +1,000 New
1CM
1648
1492 Capital Management
Wisconsin
$205K +$205K +1,000 New
HWA
1649
Heartwood Wealth Advisors
Virginia
$205K +$205K +1,000 New
CM
1650
Cercano Management
Washington
$205K +$205K +1,000 New