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 %
GKIM
1726
GW&K Investment Management
Massachusetts
$65K +$207 +1 +0.3%
HCM
1727
Hollencrest Capital Management
California
$63.5K
AF
1728
Atala Financial
California
$61.6K +$61.6K +300 New
SS
1729
Sunbelt Securities
Texas
$60.6K +$51.6K +250 +568%
FNWA
1730
Financial Network Wealth Advisors
Utah
$59.8K -$112K -545 -65%
RFS
1731
Richardson Financial Services
Massachusetts
$58.4K +$45.4K +220 +349%
BIA
1732
Bell Investment Advisors
California
$58.1K -$3.9K -19 -6%
EB
1733
Eastern Bank
Massachusetts
$56.9K
ME
1734
McIlrath & Eck
Washington
$55.9K
CWC
1735
Carolinas Wealth Consulting
North Carolina
$55.5K +$50.5K +246 +1,025%
SO
1736
Sierra Ocean
California
$54.6K +$54.6K +266 New
MAS
1737
MPWM Advisory Solutions
Georgia
$54.2K +$54.2K +264 New
NFSG
1738
Newbridge Financial Services Group
Florida
$53.4K +$53.4K +260 New
WWM
1739
Wolff Wiese Magana
California
$51.6K
MMG
1740
Monetary Management Group
Missouri
$51.4K
RF
1741
Roxbury Financial
New Jersey
$50.4K +$50.4K +228 New
MCA
1742
Midwest Capital Advisors
Michigan
$50.1K +$50.1K +244 New
KIM
1743
Kestra Investment Management
Texas
$49.7K +$49.7K +242 New
FF
1744
Friedenthal Financial
New Jersey
$49.3K +$49.3K +240 New
CH
1745
Canton Hathaway
Rhode Island
$49K
PWMG
1746
Private Wealth Management Group
New Jersey
$45.6K
MFG
1747
Mendota Financial Group
Wisconsin
$45.4K -$53.8K -262 -54%
KC
1748
Knuff & Co
California
$45.2K +$45.2K +220 New
HNW
1749
High Note Wealth
Minnesota
$44.8K +$44.8K +218 New
KSB
1750
Kennebec Savings Bank
Maine
$44.3K