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
CFP
1201
Catalyst Financial Partners
Massachusetts
$668K
CT
1202
Clearstead Trust
Maine
$668K
LWMM
1203
Legacy Wealth Management (Mississippi)
Mississippi
$662K
PA
1204
Promethium Advisors
Maryland
$662K
SAM
1205
Strategy Asset Managers
California
$662K
LRWA
1206
Long Run Wealth Advisors
New York
$660K
OFS
1207
OneAscent Financial Services
Alabama
$658K
EP
1208
EPIQ Partners
Minnesota
$658K
RCA
1209
Resonant Capital Advisors
Wisconsin
$658K
AA
1210
Alta Advisers
United Kingdom
$657K
CF
1211
Centaurus Financial
California
$655K
BOS
1212
Bank of Stockton
California
$650K
NW
1213
NewEdge Wealth
Pennsylvania
$649K
LCGC
1214
Legacy Capital Group California
California
$648K
SAI
1215
Savvy Advisors Inc
New York
$645K
ZBNA
1216
Zions Bancorporation, National Association
Utah
$643K
FHA
1217
Flagship Harbor Advisors
Massachusetts
$643K
FNFDCM
1218
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$642K
MAM
1219
Martingale Asset Management
Massachusetts
$639K
PJSIMP
1220
P.J. Schmidt Investment Management (PJS)
Wisconsin
$632K
IMC
1221
Investment Management Corporation
Virginia
$631K
CFS
1222
CRA Financial Services
New Jersey
$631K
FWA
1223
Flagship Wealth Advisors
Massachusetts
$630K
FPAS
1224
Focus Partners Advisor Solutions
Missouri
$629K
KOCAA
1225
Knights of Columbus Asset Advisors
Connecticut
$628K