1,909 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 626 increasing their positions, 821 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $107B → $111B (+$3.9B)

0.59% less ownership

Funds ownership: 89.89%89.3% (-0.59%)

24% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 821

Holders
1,909
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
133
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517M
Puts
$331M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
776
Kovack Advisors
Florida
$2.67M
BFA
777
Buttonwood Financial Advisors
Maryland
$2.67M
CCA
778
Covey Capital Advisors
Georgia
$2.67M
BOC
779
Barbara Oil Co
Illinois
$2.65M
Citadel Advisors
780
Citadel Advisors
Florida
$2.64M
WP
781
WealthShield Partners
North Carolina
$2.61M
IWA
782
Invera Wealth Advisors
Oregon
$2.6M
TCM
783
Twin Capital Management
Pennsylvania
$2.59M
HI
784
Harbour Investments
Wisconsin
$2.58M
WCA
785
Westover Capital Advisors
Delaware
$2.58M
JFGIW
786
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.57M
NS
787
NBC Securities
Alabama
$2.56M
DWM
788
Dakota Wealth Management
Florida
$2.55M
FFO
789
Fiduciary Family Office
Florida
$2.55M
JCM
790
Jacobi Capital Management
Pennsylvania
$2.51M
AI
791
Arvest Investments
Arkansas
$2.5M
EH
792
Equitable Holdings
New York
$2.48M
CIC
793
Chilton Investment Company
Connecticut
$2.47M
AWC
794
Abundance Wealth Counselors
Pennsylvania
$2.45M
KIA
795
Knollwood Investment Advisory
Maryland
$2.44M
AB
796
ANB Bank
Colorado
$2.44M
SWMG
797
Signature Wealth Management Group
Georgia
$2.43M
BJL
798
Brighton Jones LLC
Washington
$2.43M
MSFS
799
Main Street Financial Solutions
Pennsylvania
$2.41M
VA
800
VestGen Advisors
Illinois
$2.41M