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
JWM
1301
Jackson Wealth Management
Florida
$504K
GAA
1302
Global Assets Advisory
Florida
$503K
BCG
1303
Breakwater Capital Group
New Jersey
$502K
SRL
1304
Scientech Research LLC
New Jersey
$501K
MAG
1305
M3 Advisory Group
Massachusetts
$499K
DBRC
1306
D.B. Root & Company
Pennsylvania
$498K
AF
1307
Arrow Financial
New York
$497K
CSPIA
1308
Cary Street Partners Investment Advisory
Virginia
$496K
AGWCA
1309
Annis Gardner Whiting Capital Advisors
Florida
$494K
LFA
1310
Legacy Financial Advisors
Kentucky
$494K
WCM
1311
WealthBridge Capital Management
Ohio
$492K
WWM
1312
Western Wealth Management
Colorado
$488K
AA
1313
Advisory Alpha
Michigan
$481K
TCM
1314
Teza Capital Management
Illinois
$481K
CPIA
1315
Cornell Pochily Investment Advisors
New York
$479K
ONB
1316
Old National Bancorp
Indiana
$478K
SIC
1317
Salem Investment Counselors
North Carolina
$475K
BCFD
1318
Boit C.F. David
$475K
FCG
1319
Fielder Capital Group
Tennessee
$472K
RF
1320
Rossby Financial
Florida
$470K
Parallax Volatility Advisers
1321
Parallax Volatility Advisers
California
$467K
UCI
1322
Uncommon Cents Investing
Wisconsin
$464K
EFSCE
1323
Enterprise Financial Services Corp (EFSC)
Missouri
$464K
MAWA
1324
Moss Adams Wealth Advisors
Washington
$462K
PWS
1325
Peterson Wealth Services
Utah
$461K