1,904 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 625 increasing their positions, 820 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
+30
Holders Change %
+1.6%
% of All Funds
25.86%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
1.81%
New
165
Increased
625
Reduced
820
Closed
103
Calls
$517M
Puts
$331M
Net Calls
+$187M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
401
FineMark National Bank & Trust
Florida
$14.3M -$4.38M -19,843 -23%
ROC
402
Robertson Opportunity Capital
Texas
$14.3M
GAM
403
Generali Asset Management
Italy
$14.2M +$4.06M +18,374 +40%
PGFC
404
Peapack-Gladstone Financial Corp
New Jersey
$13.9M +$724K +3,278 +5%
Janney Montgomery Scott
405
Janney Montgomery Scott
Pennsylvania
$13.9M -$319K -1,443 -2%
LPT
406
Legacy Private Trust
Wisconsin
$13.7M -$795K -3,602 -5%
SAM
407
Shell Asset Management
Netherlands
$13.6M -$547K -2,475 -4%
WB
408
Webster Bank
Connecticut
$13.6M -$240K -1,087 -2%
HL
409
HeadInvest LLC
Maine
$13.6M -$948K -4,295 -7%
Voloridge Investment Management
410
Voloridge Investment Management
Florida
$13.5M -$55.4M -250,948 -80%
OAM
411
Oppenheimer Asset Management
New York
$13.4M +$106K +478 +0.8%
LRPA
412
L. Roy Papp & Associates
Arizona
$13.2M -$193K -876 -1%
CI
413
CX Institutional
Indiana
$13.2M +$2.28M +10,340 +21%
Osaic Holdings
414
Osaic Holdings
Arizona
$13.1M -$1.95M -8,830 -13%
TAM
415
Thematics Asset Management
France
$12.9M -$484K -2,191 -4%
TAM
416
Tocqueville Asset Management
New York
$12.9M -$13.5K -61 -0.1%
SI
417
Sora Investors
Pennsylvania
$12.8M -$8.35M -37,813 -39%
CTA
418
Chesley Taft & Associates
Illinois
$12.8M -$411K -1,862 -3%
PCH
419
Polar Capital Holdings
United Kingdom
$12.6M
TI
420
Tidal Investments
Wisconsin
$12.6M -$3.16M -14,293 -20%
BCI
421
Brinker Capital Investments
Pennsylvania
$12.4M -$81.5M -369,082 -87%
OPS
422
Orion Portfolio Solutions
Nebraska
$12.4M -$81.5M -369,082 -87%
Wealthfront Advisers
423
Wealthfront Advisers
California
$12.4M +$2.24M +10,133 +22%
PMG
424
ProVise Management Group
Florida
$12.3M -$547K -2,476 -4%
MCWS
425
McKinley Carter Wealth Services
West Virginia
$12.1M -$649K -2,938 -5%