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 %
RWM
1701
Rialto Wealth Management
New York
$103K +$103K +500 New
EAM
1702
Empirical Asset Management
Massachusetts
$95K +$95K +62,522 New
TSMHT
1703
Thurston Springer Miller Herd & Titak
Indiana
$93.9K +$93.9K +457 New
WA
1704
WPG Advisers
Maryland
$85.9K +$85.9K +418 New
CW
1705
Curio Wealth
Maryland
$85.5K +$85.5K +416 New
BGAI
1706
Bruce G. Allen Investments
Colorado
$84.8K +$3.08K +15 +4%
CBT
1707
Crews Bank & Trust
Florida
$84K +$84K +409 New
HC
1708
Hoese & Co
Minnesota
$82.8K
EFP
1709
EnRich Financial Partners
Wisconsin
$82.6K
KB
1710
Kimelman & Baird
New York
$82.2K
PSB
1711
Piscataqua Savings Bank
New Hampshire
$81.6K
NIMI
1712
Natixis Investment Managers International
France
$80.1K -$90.8K -442 -53%
MG
1713
MilWealth Group
Wisconsin
$79.1K
CWM
1714
Centricity Wealth Management
Ohio
$78.9K +$78.9K +384 New
DMBA
1715
Deseret Mutual Benefit Administrators
Utah
$78.3K -$1.23K -6 -2%
CAL
1716
Capital Advisors Ltd
Ohio
$78K +$2.86K +14 +4%
GBT
1717
Grove Bank & Trust
Florida
$77.9K +$54K +263 +227%
PP
1718
PrairieView Partners
Minnesota
$77K
FFO
1719
Fortitude Family Office
Arizona
$70K +$2.47K +12 +4%
WPA
1720
West Paces Advisors
Georgia
$68.6K
IWP
1721
IAG Wealth Partners
Wisconsin
$68K +$5.34K +26 +9%
WIM
1722
Westside Investment Management
California
$68K -$4.11K -20 -6%
DCM
1723
Davis Capital Management
Florida
$67.8K
Loomis, Sayles & Company
1724
Loomis, Sayles & Company
Massachusetts
$67K -$17.4K -84 -21%
RA
1725
Rise Advisors
New York
$65.1K +$411 +2 +0.6%