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 %
CYG
1751
Clean Yield Group
Vermont
$44K +$9.04K +44 +26%
AA
1752
Ancora Advisors
Ohio
$42.2K +$4.52K +22 +12%
QL
1753
Quarry LP
New York
$42.1K +$14.4K +70 +52%
EWP
1754
Elevation Wealth Partners
California
$41.1K
FDCP
1755
Foster Dykema Cabot & Partners
Massachusetts
$41.1K
MSWM
1756
Mowery & Schoenfeld Wealth Management
Illinois
$40.7K +$20.1K +98 +98%
SN
1757
Sittner & Nelson
Oregon
$39.4K
WAG
1758
Wiser Advisor Group
Arizona
$39K
PWMG
1759
Prestige Wealth Management Group
New Jersey
$37.4K
MSG
1760
Main Street Group
Virginia
$37.2K
CCM
1761
Campbell Capital Management
Florida
$37K +$37K +180 New
Capstone Investment Advisors
1762
Capstone Investment Advisors
New York
$36.6K -$319K -1,552 -90%
PPA
1763
Painted Porch Advisors
California
$36.4K +$2.05K +10 +6%
AIP
1764
Arrowpoint Investment Partners
Singapore
$35.5K +$35.5K +173 New
GCM
1765
Gables Capital Management
Florida
$35.1K
SC
1766
Stance Capital
Massachusetts
$34.9K +$34.9K +170 New
DF
1767
Dunhill Financial
United Kingdom
$34.5K +$7.6K +37 +28%
PB
1768
Pinnacle Bancorp
Nebraska
$33.9K -$14.8K -72 -30%
CMA
1769
Cedar Mountain Advisors
Oregon
$33.3K -$5.96K -29 -15%
CFS
1770
Compass Financial Services
Iowa
$30.8K +$30.8K +150 New
BWAM
1771
Boyd Watterson Asset Management
Ohio
$30.6K
TFA
1772
Transamerica Financial Advisors
Florida
$30K
MA
1773
MCF Advisors
Kentucky
$29.6K
HDIM
1774
Hanson & Doremus Investment Management
Vermont
$29K
VNA
1775
Valley National Advisers
Pennsylvania
$29K +$29K +145 New