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
PFS
876
Prospera Financial Services
Texas
$1.81M
HI
877
Horizon Investments
North Carolina
$1.81M
AA
878
Addison Advisors
Vermont
$1.81M
IFS
879
Ifrah Financial Services
Arkansas
$1.81M
PA
880
Profund Advisors
Maryland
$1.79M
IA
881
IFP Advisors
Florida
$1.79M
PK
882
Pflug Koory
Nebraska
$1.79M
AA
883
ALPS Advisors
Colorado
$1.77M
USCWA
884
U.S. Capital Wealth Advisors
Texas
$1.77M
JWM
885
JGP Wealth Management
Oregon
$1.77M
WA
886
Waverly Advisors
Alabama
$1.74M
KPWS
887
Kestra Private Wealth Services
Texas
$1.74M
HCM
888
Harvey Capital Management
Florida
$1.74M
WJWM
889
Williams Jones Wealth Management
New York
$1.73M
CWM
890
Centurion Wealth Management
Virginia
$1.72M
GC
891
Grimes & Company
Massachusetts
$1.72M
LAIC
892
Lederer & Associates Investment Counsel
California
$1.72M
BBWP
893
Beacon Bridge Wealth Partners
Pennsylvania
$1.71M
IDA
894
Intelligence Driven Advisers
California
$1.71M
MSAM
895
Moloney Securities Asset Management
Missouri
$1.7M
WB
896
WesBanco Bank
West Virginia
$1.7M
LCM
897
Legato Capital Management
California
$1.7M
TNA
898
True North Advisors
Texas
$1.69M
FTWA
899
Fifth Third Wealth Advisors
Ohio
$1.66M
RCM
900
Radnor Capital Management
Pennsylvania
$1.66M