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 %
BCG
1301
Breakwater Capital Group
New Jersey
$502K +$249K +1,128 +99%
SRL
1302
Scientech Research LLC
New Jersey
$501K +$24.1K +109 +5%
MAG
1303
M3 Advisory Group
Massachusetts
$499K -$27.4K -124 -5%
DBRC
1304
D.B. Root & Company
Pennsylvania
$498K -$13.3K -60 -3%
AF
1305
Arrow Financial
New York
$497K
CSPIA
1306
Cary Street Partners Investment Advisory
Virginia
$496K +$41.3K +187 +9%
AGWCA
1307
Annis Gardner Whiting Capital Advisors
Florida
$494K -$1.12M -5,094 -69%
LFA
1308
Legacy Financial Advisors
Kentucky
$494K +$52.3K +237 +12%
WCM
1309
WealthBridge Capital Management
Ohio
$492K
WWM
1310
Western Wealth Management
Colorado
$488K +$21.9K +99 +5%
AA
1311
Advisory Alpha
Michigan
$481K +$51.7K +234 +12%
TCM
1312
Teza Capital Management
Illinois
$481K
CPIA
1313
Cornell Pochily Investment Advisors
New York
$479K -$18.8K -85 -4%
ONB
1314
Old National Bancorp
Indiana
$478K +$15.5K +70 +3%
SIC
1315
Salem Investment Counselors
North Carolina
$475K -$108K -490 -19%
BCFD
1316
Boit C.F. David
$475K
FCG
1317
Fielder Capital Group
Tennessee
$472K
RF
1318
Rossby Financial
Florida
$470K +$159K +893 +51%
Parallax Volatility Advisers
1319
Parallax Volatility Advisers
California
$467K +$323K +1,464 +224%
UCI
1320
Uncommon Cents Investing
Wisconsin
$464K
EFSCE
1321
Enterprise Financial Services Corp (EFSC)
Missouri
$464K -$9.94K -45 -2%
MAWA
1322
Moss Adams Wealth Advisors
Washington
$462K -$100K -455 -18%
PWS
1323
Peterson Wealth Services
Utah
$461K -$15.2K -69 -3%
GFP
1324
Gryphon Financial Partners
Ohio
$461K -$21.2K -96 -4%
VFPW
1325
Vantage Financial Partners (Wisconsin)
Wisconsin
$460K -$19.4K -88 -4%