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
FM
1251
Foster & Motley
Ohio
$580K
FFA
1252
Florida Financial Advisors
Florida
$579K
MAM
1253
Marotta Asset Management
Virginia
$577K
IAA
1254
Ironsides Asset Advisors
North Carolina
$576K
WF
1255
WoodTrust Financial
Wisconsin
$576K
PBO
1256
Peoples Bank (Ohio)
Ohio
$575K
KIM
1257
Kane Investment Management
California
$573K
RP
1258
Riverwater Partners
Wisconsin
$572K
PTC
1259
Private Trust Company
Ohio
$572K
CWM
1260
Connecticut Wealth Management
Connecticut
$567K
SAW
1261
Signal Advisors Wealth
Michigan
$567K
FCI
1262
Financial Counselors Inc
Kansas
$565K
PI
1263
PFG Investments
New York
$565K
Millennium Management
1264
Millennium Management
New York
$562K
NB
1265
Northwest Bancshares
Pennsylvania
$561K
Walleye Capital
1266
Walleye Capital
New York
$559K
SPI
1267
Santori & Peters Inc
Pennsylvania
$557K
WA
1268
WBH Advisory
Maryland
$556K
SI
1269
Seeds Investor
New York
$555K
AWA
1270
Arkadios Wealth Advisors
Georgia
$555K
PCP
1271
Proficio Capital Partners
Massachusetts
$555K
IAIM
1272
International Assets Investment Management
Florida
$554K
KIA
1273
KCM Investment Advisors
California
$553K
FBT
1274
First Bank & Trust
South Dakota
$550K
AP
1275
Adero Partners
California
$550K