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 %
BC
1801
Barrett & Company
Rhode Island
$18.5K
TIM
1802
Tortoise Investment Management
New York
$17.9K +$1.44K +7 +9%
ADL
1803
Asset Dedication LLC
California
$17.3K
AAG
1804
Armstrong Advisory Group
Massachusetts
$15.6K +$15.6K +76 New
FWM
1805
FLP Wealth Management
Arkansas
$15K +$15K +73 New
AW
1806
Avion Wealth
Texas
$14K +$1.17K +6 +9%
RTL
1807
Red Tortoise LLC
Georgia
$13.8K
CJH
1808
Christopher J. Hasenberg
Wisconsin
$13.4K
RFG
1809
REAP Financial Group
Texas
$13.3K
DRP
1810
Decker Retirement Planning
Utah
$12.7K +$12.7K +62 New
CTWM
1811
Cherry Tree Wealth Management
Minnesota
$11.3K
HI
1812
Hoey Investments
Pennsylvania
$10.7K +$3.08K +15 +41%
CWM
1813
Consultiva Wealth Management
Puerto Rico
$10.5K +$10.5K +51 New
ITFISA
1814
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.3K -$1.31M -6,332 -99%
YAL
1815
Your Advocates Ltd
Texas
$10.3K
SL
1816
Salomon & Ludwin
Virginia
$10.1K
EC
1817
Elequin Capital
New York
$9.86K +$9.86K +48 New
VHAM
1818
Van Hulzen Asset Management
California
$8.83K +$8.83K +43 New
BWL
1819
Bogart Wealth LLC
Virginia
$8.83K +$1.03K +5 +13%
FW
1820
Fairway Wealth
Ohio
$8.83K +$8.83K +43 New
SIC
1821
SJS Investment Consulting
Ohio
$8.42K +$1.23K +6 +17%
RJA
1822
Ross\Johnson & Associates
Minnesota
$8.22K +$8.22K +40 New
ORAM
1823
One River Asset Management
Connecticut
$8.05K +$8.05K +39 New
DPW
1824
DiNuzzo Private Wealth
Pennsylvania
$7.81K
HWP
1825
Highline Wealth Partners
California
$7.81K +$5.14K +25 +192%