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 %
IRC
1926
Investors Research Corp
Georgia
-$81.6K -454 Closed
GAG
1927
Goodman Advisory Group
Massachusetts
-$71K -395 Closed
GSEP
1928
Golden State Equity Partners
California
-$58.6K -326 Closed
RWA
1929
Redmont Wealth Advisors
Illinois
-$41.5K -231 Closed
CPA
1930
Clear Point Advisors
New York
-$39.5K -220 Closed
CCM
1931
Chilton Capital Management
Texas
-$24.1K -134 Closed
MAM
1932
Morse Asset Management
Connecticut
-$16.2K -90 Closed
NFA
1933
Northwest Financial Advisors
Virginia
-$15.8K -88 Closed
CPA
1934
Capital Performance Advisors
California
-$14.3K -79 Closed
GA
1935
GoalVest Advisory
New York
-$14.2K -79 Closed
HGERS
1936
Householder Group Estate & Retirement Specialist
Arizona
-$10K -59 Closed
RWM
1937
Reston Wealth Management
Virginia
-$8.44K -47 Closed
PWA
1938
Provenance Wealth Advisors
Florida
-$7.55K -42 Closed
SHIM
1939
Stone House Investment Management
Pennsylvania
-$7.19K -40 Closed
HGA
1940
Hobbs Group Advisors
South Carolina
-$6.83K -38 Closed
CA
1941
Claris Advisors
Missouri
-$5.39K -30 Closed
VAMG
1942
Voisard Asset Management Group
Michigan
-$2.52K -14 Closed
FCAS
1943
First Command Advisory Services
Texas
-$1.08K -6 Closed