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 %
AWM
1776
Abound Wealth Management
Tennessee
$28.7K +$615 +3 +2%
WBC
1777
West Branch Capital
Massachusetts
$27.9K +$3.29K +16 +13%
CB
1778
CNB Bank
Pennsylvania
$27.7K -$411 -2 -1%
PSFG
1779
Park Square Financial Group
Georgia
$27.5K +$27.5K +134 New
LAM
1780
Lummis Asset Management
Texas
$26.3K -$205 -1 -0.8%
TFGT
1781
TS Financial Group (TSFG)
Illinois
$26K
MIM
1782
Marshall Investment Management
Colorado
$25.2K +$25.2K +140 New
VIS
1783
Vega Investment Solutions
France
$25.1K +$25.1K +122 New
PCWA
1784
Pacific Capital Wealth Advisors
California
$24.4K -$1.64K -8 -6%
MFT
1785
Moisand Fitzgerald Tamayo
Florida
$22.6K
WI
1786
Wintrust Investments
Illinois
$22K -$102K -510 -82%
AP
1787
Aspect Partners
Virginia
$21.6K
NWMP
1788
Noble Wealth Management PBC
Colorado
$21.4K +$21.4K +104 New
S
1789
Sachetta
Massachusetts
$21.2K -$10.5K -51 -33%
BA
1790
Bellwether Advisors
Nebraska
$21.2K +$21.2K +103 New
FMTCOCP
1791
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K
AS
1792
Altshuler Shaham
Israel
$20.5K -$4.73K -23 -19%
SVCP
1793
Silicon Valley Capital Partners
California
$20.5K
GGI
1794
Godsey & Gibb Inc
Virginia
$20.5K
BCMLT
1795
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.5K
AT
1796
Arlington Trust
Alabama
$19.7K +$4.73K +23 +32%
PA
1797
Pineridge Advisors
Missouri
$19.3K -$822 -4 -4%
WA
1798
Whipplewood Advisors
Colorado
$19.1K +$19.1K +93 New
PP
1799
PFS Partners
New Jersey
$18.5K
DAM
1800
Delta Asset Management
Tennessee
$18.5K