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Fiserv
FI

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$527M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$442M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$363M
5
Morgan Stanley
Morgan Stanley
New York
+$270M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$952M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$762M
3
BI
BlueSpruce Investments
Illinois
-$273M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$237M
5
Ameriprise
Ameriprise
Minnesota
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1851
Principia Wealth Advisory
Texas
$3.08K +$3.08K +15 New
WW
1852
Winnow Wealth
Texas
$2.69K +$2.69K +14 New
PIS
1853
POM Investment Strategies
North Carolina
$2.67K – – –
JFG
1854
JDM Financial Group
Texas
$2.67K – – –
PS
1855
PayPay Securities
Japan
$2.47K +$2.47K +12 New
NS
1856
NBC Securities
Alabama
$2.36K -$2.43M -11,336 -100%
CT
1857
Coastline Trust
Rhode Island
$2.05K -$15.2K -74 -88%
VWM
1858
Valley Wealth Managers
New Jersey
$2.05K – – –
CSC
1859
Caldwell Sutter Capital
California
$2.05K – – –
1IA
1860
1620 Investment Advisors
Massachusetts
$1.68K – – –
JAM
1861
JCIC Asset Management
Ontario, Canada
$1.64K +$1.64K +8 New
VWM
1862
Vermillion Wealth Management
Minnesota
$1.64K +$1.64K +8 New
PWM
1863
Parkworth Wealth Management
California
$1.44K +$1.44K +7 New
CAWM
1864
Capital A Wealth Management
Pennsylvania
$1.44K +$1.44K +7 New
TWD
1865
True Wealth Design
Ohio
$1.41K +$1.41K +7 New
RPA
1866
Redwood Park Advisors
California
$1.23K +$1.23K +6 New
WA
1867
WestEnd Advisors
North Carolina
$1.03K +$205 +1 +25%
PMAM
1868
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
MCM
1869
Mainstream Capital Management
California
$822 +$822 +4 New
AWM
1870
Activest Wealth Management
Florida
$822 +$822 +4 New
SMAM
1871
Sugar Maple Asset Management
Wisconsin
$616 +$616 +3 New
SSG
1872
Summit Securities Group
New York
$411 +$411 +2 New
KBFS
1873
Kohmann Bosshard Financial Services
Ohio
$411 +$411 +2 New
BI
1874
BlueSpruce Investments
Illinois
– -$273M -1,520,910 Closed
CCM
1875
Causeway Capital Management
California
– -$52.5M -292,231 Closed
73 74
75
76 77