1,904 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 625 increasing their positions, 820 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
+30
Holders Change %
+1.6%
% of All Funds
25.86%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
1.81%
New
165
Increased
625
Reduced
820
Closed
103
Calls
$517M
Puts
$331M
Net Calls
+$187M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
1151
BSW Wealth Partners
Colorado
$775K -$50.3K -228 -6%
ICP
1152
Impact Capital Partners
Colorado
$774K -$37.1K -168 -5%
FM
1153
Freemont Management
Switzerland
$773K -$88.3K -400 -10%
PWM
1154
Perigon Wealth Management
California
$770K -$17.4K -79 -2%
HCM
1155
Howard Capital Management
Georgia
$769K -$120K -542 -13%
CIG
1156
Cascade Investment Group
Colorado
$763K +$4.64K +21 +0.6%
MIA
1157
MMBG Investment Advisors
Florida
$762K
GD
1158
Grandfield & Dodd
New York
$761K
KWM
1159
KFG Wealth Management
Indiana
$758K -$152K -690 -17%
QWP
1160
Quotient Wealth Partners
Texas
$757K +$53.7K +243 +8%
PP
1161
PDS Planning
Ohio
$755K +$12.8K +58 +2%
RPCONE
1162
Retirement Planning Company of New England
Rhode Island
$754K -$1.1K -5 -0.1%
EFS
1163
Essex Financial Services
Connecticut
$753K +$144K +654 +24%
WFC
1164
Western Financial Corp
California
$753K +$56.3K +255 +8%
HIC
1165
Holderness Investments Company
North Carolina
$742K -$74.6K -338 -9%
BBA
1166
Baader Bank Aktiengesellschaft
Germany
$738K +$38K +174 +5%
MFF
1167
Michels Family Financial
Texas
$738K -$15.5K -70 -2%
OWA
1168
Opal Wealth Advisors
New York
$734K -$22.7K -103 -3%
WT
1169
Whittier Trust
California
$732K -$441K -1,999 -38%
BFA
1170
Beacon Financial Advisory
Ohio
$729K +$13K +59 +2%
BCM
1171
Brown Capital Management
Maryland
$726K -$644K -2,918 -47%
OL
1172
Optas LLC
Texas
$725K +$8.83K +40 +1%
LI
1173
LVZ Inc
Michigan
$724K
RS
1174
R Squared
Hong Kong
$724K +$568K +2,570 +362%
TCPW
1175
Twin City Private Wealth
North Carolina
$721K -$48.4K -219 -6%