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
WMA
1351
Wealth Management Associates
New Jersey
$431K
PVM
1352
Palogic Value Management
Texas
$430K
AI
1353
AXS Investments
New York
$428K
VA
1354
Valmark Advisers
Ohio
$426K
WFI
1355
West Family Investments
California
$425K
NPT
1356
Nixon Peabody Trust
Massachusetts
$423K
FNBOMD
1357
First National Bank of Mount Dora
Florida
$422K
IWA
1358
Icon Wealth Advisors
Texas
$422K
OWP
1359
Obermeyer Wealth Partners
Colorado
$421K
HP
1360
Highlander Partners
Texas
$420K
SB
1361
Strategic Blueprint
Georgia
$418K
HBT
1362
Heartland Bank & Trust
Illinois
$417K
FWIA
1363
Fort Washington Investment Advisors
Ohio
$416K
VI
1364
Versor Investments
New York
$415K
DP
1365
Dearborn Partners
Illinois
$415K
TPI
1366
Trust Point Inc
Wisconsin
$412K
AI
1367
Accredited Investors
Minnesota
$411K
CNBT
1368
Canandaigua National Bank & Trust
New York
$409K
PL
1369
Plancorp LLC
Missouri
$409K
MPW
1370
Monterey Private Wealth
California
$409K
TW
1371
TritonPoint Wealth
Maryland
$408K
NAM
1372
NTV Asset Management
West Virginia
$406K
CA
1373
Crewe Advisors
Utah
$404K
LPAM
1374
Lodestar Private Asset Management
California
$404K
RWB
1375
RMR Wealth Builders
New Jersey
$404K