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 %
PWS
1651
Proactive Wealth Strategies
Georgia
$205K +$205K +1,000 New
WCM
1652
Wedge Capital Management
North Carolina
$204K +$204K +991 New
ACG
1653
Allen Capital Group
Nebraska
$202K +$202K +985 New
HWA
1654
HCR Wealth Advisors
California
$202K +$202K +984 New
FSA
1655
Fort Sheridan Advisors
Illinois
$200K +$200K +975 New
FC
1656
Financial Council
Maryland
$200K +$200K +975 New
MFWP
1657
Mosaic Family Wealth Partners
Missouri
$200K +$200K +974 New
EPW
1658
Evergreen Private Wealth
Colorado
$196K -$205 -1 -0.1%
WTA
1659
Washington Trust Advisors
Massachusetts
$196K +$145K +704 +284%
GIA
1660
GHP Investment Advisors
Colorado
$188K -$3.49K -17 -2%
OA
1661
Operose Advisors
Wisconsin
$188K
RTC
1662
Riverview Trust Company
Washington
$183K
SS
1663
SBI Securities
Japan
$181K +$181K +879 New
TLA
1664
Tanglewood Legacy Advisors
Texas
$179K
HWM
1665
Hemington Wealth Management
Virginia
$177K +$10.2K +50 +6%
EWM
1666
Evermay Wealth Management
Virginia
$176K
CWM
1667
Crowley Wealth Management
Delaware
$172K +$172K +836 New
MFG
1668
Menard Financial Group
Texas
$168K +$168K +818 New
PMFA
1669
Plante Moran Financial Advisors
Michigan
$167K +$7.4K +36 +5%
LI
1670
LRI Investments
Florida
$167K -$672 -82 -0.4%
HFS
1671
Hopwood Financial Services
Virginia
$164K +$164K +800 New
RBC
1672
Roble Belko & Company
Pennsylvania
$164K
PFG
1673
Putney Financial Group
California
$164K +$164K +798 New
AIM
1674
Arcadia Investment Management
Michigan
$160K
C
1675
Covestor
United Kingdom
$157K -$14.2K -69 -8%