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 %
AI
1351
AXS Investments
New York
$428K +$17.7K +80 +4%
VA
1352
Valmark Advisers
Ohio
$426K -$45.7K -207 -10%
WFI
1353
West Family Investments
California
$425K -$52.3K -237 -11%
NPT
1354
Nixon Peabody Trust
Massachusetts
$423K -$20.3K -92 -5%
FNBOMD
1355
First National Bank of Mount Dora
Florida
$422K -$101K -457 -19%
IWA
1356
Icon Wealth Advisors
Texas
$422K -$14.6K -66 -3%
OWP
1357
Obermeyer Wealth Partners
Colorado
$421K -$149K -674 -26%
HP
1358
Highlander Partners
Texas
$420K
SB
1359
Strategic Blueprint
Georgia
$418K -$32.2K -146 -7%
HBT
1360
Heartland Bank & Trust
Illinois
$417K +$417K +1,889 New
FWIA
1361
Fort Washington Investment Advisors
Ohio
$416K -$11K -50 -3%
VI
1362
Versor Investments
New York
$415K +$415K +1,881 New
DP
1363
Dearborn Partners
Illinois
$415K
TPI
1364
Trust Point Inc
Wisconsin
$412K -$154K -697 -27%
AI
1365
Accredited Investors
Minnesota
$411K +$23K +104 +6%
CNBT
1366
Canandaigua National Bank & Trust
New York
$409K -$11K -50 -3%
PL
1367
Plancorp LLC
Missouri
$409K +$409K +1,851 New
MPW
1368
Monterey Private Wealth
California
$409K +$442 +2 +0.1%
TW
1369
TritonPoint Wealth
Maryland
$408K +$28.9K +131 +8%
NAM
1370
NTV Asset Management
West Virginia
$406K +$135K +611 +50%
CA
1371
Crewe Advisors
Utah
$404K +$86.8K +393 +27%
LPAM
1372
Lodestar Private Asset Management
California
$404K
RWB
1373
RMR Wealth Builders
New Jersey
$404K +$6.63K +30 +2%
NPF
1374
Norris Perne & French
Michigan
$401K
SCP
1375
Sivia Capital Partners
California
$401K +$29.4K +133 +8%