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 %
TCM
1826
TD Capital Management
Tennessee
$7.6K +$2.26K +11 +42%
RWPA
1827
Richard W. Paul & Associates
Michigan
$7.19K -$282K -1,373 -98%
TF
1828
Tompkins Financial
New York
$7.19K -$80.3K -391 -92%
CSWM
1829
Cassady Schiller Wealth Management
Ohio
$7.19K +$7.19K +35 New
MFS
1830
Mattson Financial Services
Michigan
$7.19K
VWA
1831
Valued Wealth Advisors
Utah
$6.99K -$2.05K -10 -23%
CPG
1832
Cornerstone Planning Group
New Jersey
$6.39K +$853 +4 +15%
SFG
1833
Stonebridge Financial Group
Pennsylvania
$5.96K +$5.96K +29 New
TCA
1834
Trifecta Capital Advisors
Illinois
$5.75K
GSWM
1835
Golden State Wealth Management
California
$5.75K +$5.75K +28 New
T
1836
Tidemark
California
$5.55K +$5.55K +27 New
MHR
1837
Matthew Hamilton Rosenberg
$5.34K +$4.11K +20 +333%
BIM
1838
Breakwater Investment Management
Washington
$5.14K
WCM
1839
Westend Capital Management
California
$5.14K
TFM
1840
TFC Financial Management
Massachusetts
$5.14K
RAM
1841
Riggs Asset Management
Pennsylvania
$4.75K
FWM
1842
FSA Wealth Management
Massachusetts
$4.73K
HFS
1843
Horizon Financial Services
North Carolina
$4.73K +$4.73K +23 New
HWA
1844
HHM Wealth Advisors
Tennessee
$4.73K +$4.73K +23 New
RI
1845
Ridgewood Investments
New Jersey
$4.62K
NMG
1846
New Millennium Group
Utah
$4.31K
GFPC
1847
Global Financial Private Client
Florida
$3.7K +$1.64K +8 +80%
BHWM
1848
Bay Harbor Wealth Management
Maryland
$3.49K
GEA
1849
Glen Eagle Advisors
New Jersey
$3.29K
WCM
1850
WealthTrak Capital Management
Virginia
$3.08K +$3.08K +15 New