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
CWA
1101
Crux Wealth Advisors
California
$923K
AC
1102
Avestar Capital
New York
$921K
CWM
1103
Chesapeake Wealth Management
Virginia
$920K
NWAG
1104
Net Worth Advisory Group
Utah
$917K
CP
1105
Clarendon Private
Massachusetts
$915K
AIC
1106
Aurora Investment Counsel
Georgia
$913K
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$912K
AWM
1108
AE Wealth Management
Kansas
$909K
CPC
1109
Cookson Peirce & Co
Pennsylvania
$907K
APC
1110
Aspire Private Capital
North Carolina
$906K
CWS
1111
Confluence Wealth Services
Pennsylvania
$901K
CBT
1112
Central Bank & Trust
Kentucky
$899K
VCP
1113
Vista Capital Partners
Oregon
$891K
CCA
1114
Checchi Capital Advisers
California
$889K
EFL
1115
ERn Financial LLC
Wisconsin
$887K
RC
1116
RBF Capital
California
$883K
CG
1117
CFO4Life Group
Texas
$874K
MYIA
1118
Mount Yale Investment Advisors
Colorado
$872K
SAM
1119
Sompo Asset Management
Japan
$870K
CGL
1120
Clarius Group LLC
Washington
$869K
DL
1121
DOHJ LLC
Washington
$868K
MA
1122
MONECO Advisors
Connecticut
$867K
AMBIA
1123
Allen Mooney & Barnes Investment Advisors
Georgia
$864K
AIMCA
1124
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$861K
MFS
1125
Madrona Financial Services
Washington
$857K