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
HVCM
926
Hel Ved Capital Management
Hong Kong
$1.53M
RWM
927
Ritholtz Wealth Management
New York
$1.53M
BCWM
928
Bartlett & Co Wealth Management
Ohio
$1.53M
PCM
929
Prelude Capital Management
New York
$1.53M
TCOV
930
Trust Company of Vermont
Vermont
$1.53M
LT
931
Legacy Trust
Michigan
$1.52M
SIA
932
SkyView Investment Advisors
New Jersey
$1.52M
EGM
933
Engineers Gate Manager
New York
$1.52M
PA
934
Parallel Advisors
California
$1.52M
AG
935
AlTi Global
New York
$1.51M
SFFS
936
Stonehage Fleming Financial Services
Jersey
$1.51M
BTD
937
BankPlus Trust Department
Mississippi
$1.5M
CVM
938
Cheviot Value Management
California
$1.5M
BWP
939
Burling Wealth Partners
Illinois
$1.49M
DM
940
Delphi Management
Massachusetts
$1.49M
RCM
941
Ridgepath Capital Management
Tennessee
$1.49M
VFA
942
Valeo Financial Advisors
Indiana
$1.49M
AFG
943
Atomi Financial Group
New York
$1.48M
PPA
944
Pacific Point Advisors
California
$1.48M
DWM
945
Dogwood Wealth Management
Kansas
$1.48M
PFGIA
946
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M
LWM
947
Lionsbridge Wealth Management
Florida
$1.47M
MPM
948
Meritage Portfolio Management
Kansas
$1.47M
Empower Advisory Group
949
Empower Advisory Group
Colorado
$1.45M
TAM
950
Trust Asset Management
Texas
$1.45M