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
GFP
1326
Gryphon Financial Partners
Ohio
$461K
VFPW
1327
Vantage Financial Partners (Wisconsin)
Wisconsin
$460K
CWM
1328
Calamos Wealth Management
Illinois
$460K
CC
1329
Callan Capital
California
$458K
CI Investments Inc
1330
CI Investments Inc
Ontario, Canada
$458K
QC
1331
Quent Capital
New York
$457K
MG
1332
Mather Group
Illinois
$453K
IBOK
1333
Independence Bank of Kentucky
Kentucky
$451K
CCG
1334
Cypress Capital Group
Florida
$447K
WPW
1335
Waldron Private Wealth
Pennsylvania
$447K
AIC
1336
Archer Investment Corporation
Indiana
$445K
PWM
1337
Power Wealth Management
Georgia
$445K
HBW
1338
Hazlett, Burt & Watson
West Virginia
$444K
DWP
1339
Daymark Wealth Partners
Ohio
$443K
CM
1340
Castleark Management
Illinois
$442K
BFO
1341
Biltmore Family Office
North Carolina
$442K
ICCON
1342
Investment Counsel Company of Nevada
Nevada
$442K
CI
1343
Corient IA
Florida
$442K
CAAS
1344
Capital Asset Advisory Services
Michigan
$441K
CA
1345
Claro Advisors
Massachusetts
$437K
HPBT
1346
Hickory Point Bank & Trust
Illinois
$435K
EM
1347
Excalibur Management
Massachusetts
$435K
LSV Asset Management
1348
LSV Asset Management
Illinois
$434K
BIA
1349
Bigelow Investment Advisors
Maine
$433K
YDMI
1350
Y.D. More Investments
Israel
$432K