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 %
MC
1176
Matisse Capital
Oregon
$717K
First Manhattan
1177
First Manhattan
New York
$714K
AWM
1178
Angeles Wealth Management
California
$713K -$36.9K -167 -5%
SFS
1179
Sowell Financial Services
Arkansas
$712K +$712K +3,226 New
OTPPB
1180
Ontario Teachers' Pension Plan Board
Ontario, Canada
$709K -$170K -769 -19%
RFW
1181
Rainier Family Wealth
Washington
$708K -$31.4K -142 -4%
PCMC
1182
Paragon Capital Management (Colorado)
Colorado
$707K
VCM
1183
Virtue Capital Management
Tennessee
$703K +$469K +2,125 +200%
AWA
1184
Aaron Wealth Advisors
Illinois
$703K +$42.6K +193 +6%
CWP
1185
Curated Wealth Partners
California
$703K +$8.17K +37 +1%
NGA
1186
Naples Global Advisors
Florida
$702K -$2.43K -11 -0.3%
LIM
1187
Leavell Investment Management
Alabama
$702K +$9.72K +44 +1%
PCM
1188
Pointe Capital Management
Michigan
$697K
TPW
1189
Talon Private Wealth
Florida
$695K
BAM
1190
Belpointe Asset Management
Nevada
$690K +$81K +367 +13%
GS
1191
GWN Securities
Florida
$687K +$687K +3,113 New
SB
1192
Simmons Bank
Arkansas
$687K +$79.5K +360 +13%
SW
1193
SkyOak Wealth
Michigan
$684K -$14.6K -66 -2%
RP
1194
Riverbridge Partners
Minnesota
$680K
FCP
1195
Fidelis Capital Partners
Florida
$679K -$10.5K -59 -2%
WIS
1196
Wright Investors Service
Connecticut
$678K +$56.3K +255 +9%
VAS
1197
Vestmark Advisory Solutions
Massachusetts
$674K +$372K +1,684 +123%
IC
1198
Iconiq Capital
California
$672K -$446K -2,019 -40%
CFP
1199
Catalyst Financial Partners
Massachusetts
$668K +$28.5K +129 +4%
CT
1200
Clearstead Trust
Maine
$668K -$5.52K -25 -0.8%