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
RIA
1051
Regal Investment Advisors
Michigan
$1.04M
EDRH
1052
Edmond de Rothschild Holding
Switzerland
$1.03M
OIA
1053
Optimum Investment Advisors
Illinois
$1.02M
SIA
1054
Schechter Investment Advisors
Michigan
$1.02M
Capstone Investment Advisors
1055
Capstone Investment Advisors
New York
$1.02M
CA
1056
Crumly & Associates
Illinois
$1.02M
DA
1057
Drake & Associates
Wisconsin
$1.02M
GWSG
1058
GPS Wealth Strategies Group
Colorado
$1.01M
MA
1059
Mutual Advisors
Nebraska
$1.01M
SIG
1060
Sargent Investment Group
Maryland
$1.01M
MCA
1061
Magnolia Capital Advisors
Mississippi
$1.01M
ACM
1062
Advisors Capital Management
New Jersey
$1.01M
CJL
1063
Cyrus J. Lawrence
New York
$1.01M
FIA
1064
Foundations Investment Advisors
Arizona
$1.01M
EIP
1065
Ellis Investment Partners
Pennsylvania
$1M
CA
1066
CoreCap Advisors
Michigan
$1M
SWC
1067
Spectrum Wealth Counsel
Indiana
$1M
AWP
1068
Abacus Wealth Partners
California
$1M
RBI
1069
Raiffeisen Bank International
Austria
$999K
SWP
1070
Stratos Wealth Partners
Ohio
$997K
EI
1071
Ellevest Inc
New York
$991K
A
1072
AlphaQuest
New York
$989K
BL
1073
BFSG LLC
California
$984K
AGP
1074
Aspire Growth Partners
Florida
$982K
CC
1075
Copperleaf Capital
North Carolina
$981K