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 %
CT
1651
Coastline Trust
Rhode Island
$15.1K +$15.1K +84 New
TIM
1652
Tortoise Investment Management
New York
$14.4K
CPA
1653
Capital Performance Advisors
California
$14.3K +$14.3K +79 New
GA
1654
GoalVest Advisory
New York
$14.2K +$14.2K +79 New
AT
1655
Arlington Trust
Alabama
$13.1K
CJH
1656
Christopher J. Hasenberg
Wisconsin
$12.2K +$12.2K +65 New
RTL
1657
Red Tortoise LLC
Georgia
$12K
RFG
1658
REAP Financial Group
Texas
$11.6K
AW
1659
Avion Wealth
Texas
$11K +$1.5K +9 +16%
HGERS
1660
Householder Group Estate & Retirement Specialist
Arizona
$10K +$4.75K +28 +90%
CTWM
1661
Cherry Tree Wealth Management
Minnesota
$9.88K
RFS
1662
Richardson Financial Services
Massachusetts
$9.39K
YAL
1663
Your Advocates Ltd
Texas
$8.98K
SL
1664
Salomon & Ludwin
Virginia
$8.8K
RWM
1665
Reston Wealth Management
Virginia
$8.44K +$8.44K +47 New
VWA
1666
Valued Wealth Advisors
Utah
$7.91K +$1.8K +10 +29%
SS
1667
Sunbelt Securities
Texas
$7.91K +$2.7K +15 +52%
PWA
1668
Provenance Wealth Advisors
Florida
$7.55K +$7.55K +42 New
SHIM
1669
Stone House Investment Management
Pennsylvania
$7.19K
BWL
1670
Bogart Wealth LLC
Virginia
$6.83K -$719 -4 -10%
HGA
1671
Hobbs Group Advisors
South Carolina
$6.83K
DPW
1672
DiNuzzo Private Wealth
Pennsylvania
$6.83K
SIC
1673
SJS Investment Consulting
Ohio
$6.29K
MFS
1674
Mattson Financial Services
Michigan
$5.96K
HI
1675
Hoey Investments
Pennsylvania
$5.52K