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 %
MGWM
476
Marks Group Wealth Management
Minnesota
$9.49M -$1.61M -7,297 -15%
JC
477
Jacobs & Co
California
$9.42M -$230K -1,040 -2%
WIC
478
Wilkins Investment Counsel
Massachusetts
$9.38M -$1.02M -4,632 -10%
Hudson Bay Capital Management
479
Hudson Bay Capital Management
Connecticut
$9.36M -$6.95M -31,490 -43%
Pacer Advisors
480
Pacer Advisors
Pennsylvania
$9.31M -$2.74M -12,415 -23%
HT
481
Heritage Trust
Oklahoma
$9.31M +$49.7K +225 +0.5%
DRD
482
Dennis R. Delaney
$9.3M -$655K -2,965 -7%
DF
483
DNCA Finance
France
$9.24M -$972K -4,400 -10%
EIA
484
Edgemoor Investment Advisors
Maryland
$9.23M -$20.1K -91 -0.2%
BEAM
485
Baker Ellis Asset Management
Washington
$9.21M -$207K -939 -2%
EF
486
Empowered Funds
Pennsylvania
$9.2M +$6.88M +31,166 +297%
ERIC
487
Eagle Rock Investment Company
Georgia
$9.18M -$1.86M -8,445 -17%
SG Americas Securities
488
SG Americas Securities
New York
$9.11M +$7.75M +35,100 +573%
RMC
489
Resources Management Corp
Connecticut
$9.07M -$81.7K -370 -0.9%
ACM
490
Aryeh Capital Management
Ontario, Canada
$9.06M -$8.35M -37,800 -48%
CWM
491
CMH Wealth Management
New Hampshire
$8.79M +$70.7K +320 +0.8%
IIC
492
Ironwood Investment Counsel
Arizona
$8.75M +$116K +525 +1%
PCIA
493
Prime Capital Investment Advisors
Kansas
$8.73M +$2.57M +11,621 +42%
LOPW
494
Live Oak Private Wealth
North Carolina
$8.69M -$2.41M -10,933 -22%
CRC
495
Curi RMB Capital
Illinois
$8.69M -$845K -3,825 -9%
Vontobel Holding
496
Vontobel Holding
Switzerland
$8.66M +$24.5K +111 +0.3%
CAPTRUST Financial Advisors
497
CAPTRUST Financial Advisors
North Carolina
$8.64M +$1.81M +8,176 +26%
HFS
498
Hantz Financial Services
Michigan
$8.57M -$1.68M -7,590 -16%
CSP
499
Cary Street Partners
Virginia
$8.56M -$366K -1,658 -4%
KRS
500
Kentucky Retirement Systems
Kentucky
$8.54M -$196K -887 -2%