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
GWP
1076
Gen-Wealth Partners
Michigan
$980K
RCAG
1077
Rehmann Capital Advisory Group
Michigan
$978K
SSWM
1078
Sheets Smith Wealth Management
North Carolina
$972K
DWM
1079
Darwin Wealth Management
Florida
$970K
FF
1080
Friedenthal Financial
New Jersey
$969K
MLL
1081
Moody Lynn & Lieberson
Massachusetts
$968K
JF
1082
JSF Financial
California
$967K
BCM
1083
Blume Capital Management
California
$965K
EWA
1084
EverSource Wealth Advisors
Alabama
$959K
SCM
1085
SCS Capital Management
Massachusetts
$958K
RGC
1086
Roberts, Glore & Co
Illinois
$954K
OC
1087
Oppenheimer & Co
New York
$954K
CHAM
1088
Clear Harbor Asset Management
Connecticut
$952K
KWA
1089
Kingswood Wealth Advisors
California
$952K
RB
1090
Renasant Bank
Mississippi
$951K
FNBTCON
1091
First National Bank & Trust Co of Newtown
Pennsylvania
$945K
CIC
1092
Carnegie Investment Counsel
Ohio
$944K
CT
1093
Caldwell Trust
Florida
$943K
LP
1094
LMR Partners
United Kingdom
$942K
FCM
1095
Fieldview Capital Management
Michigan
$937K
PWP
1096
Prasad Wealth Partners
Ohio
$934K
HWA
1097
HMV Wealth Advisors
Louisiana
$934K
DJSG
1098
D.J. St. Germain
Massachusetts
$933K
SCA
1099
Stonebridge Capital Advisors
Minnesota
$932K
IAS
1100
Insigneo Advisory Services
Florida
$925K