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
VIM
1226
Vista Investment Management
Pennsylvania
$627K
RDWM
1227
Red Door Wealth Management
Tennessee
$626K
BFA
1228
Beaumont Financial Advisors
Massachusetts
$626K
WTC
1229
WhitTier Trust Company
Nevada
$625K
LHC
1230
Little House Capital
Massachusetts
$623K
AR
1231
Apeiron RIA
Texas
$621K
TWM
1232
Trueblood Wealth Management
Ohio
$619K
SOS
1233
Silver Oak Securities
Tennessee
$612K
SQA
1234
Simon Quick Advisors
New Jersey
$610K
FB
1235
Finward Bancorp
Indiana
$609K
WAG
1236
Wallace Advisory Group
California
$609K
WA
1237
Wealth Alliance
New York
$606K
PPWP
1238
Premier Path Wealth Partners
New Jersey
$606K
PWMAG
1239
Pinnacle Wealth Management Advisory Group
New Jersey
$604K
RWP
1240
RWA Wealth Partners
Massachusetts
$603K
FC
1241
Forte Capital
New York
$602K
CFO
1242
CVA Family Office
Colorado
$598K
SG
1243
Somerset Group
Minnesota
$594K
CWG
1244
Cornerstone Wealth Group
North Carolina
$592K
SMA
1245
Sage Mountain Advisors
Georgia
$588K
EWS
1246
Evergreen Wealth Solutions
Pennsylvania
$588K
TIA
1247
Tiemann Investment Advisors
California
$586K
LG
1248
Leuthold Group
Minnesota
$585K
ILI
1249
Invesco LLC (Illinois)
Illinois
$582K
TCM
1250
Tributary Capital Management
Nebraska
$581K