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 %
PWP
1376
Phillips Wealth Planners
Mississippi
$400K +$14.6K +70 +4%
CH
1377
Cromwell Holdings
Wyoming
$399K
AWA
1378
Arete Wealth Advisors
Illinois
$395K -$20.5K -93 -5%
CFP
1379
Cascade Financial Partners
California
$393K -$39.3K -178 -9%
SEIA
1380
Signature Estate & Investment Advisors
California
$392K +$47.3K +214 +14%
AC
1381
AlphaCore Capital
California
$392K +$79.5K +360 +25%
QFPS
1382
Quantum Financial Planning Services
Washington
$390K +$35.6K +161 +10%
OPA
1383
Old Port Advisors
Maine
$389K -$16.6K -75 -4%
GWANC
1384
Guardian Wealth Advisors (North Carolina)
North Carolina
$388K -$276K -1,249 -42%
OFG
1385
Oxford Financial Group
Indiana
$388K +$11K +50 +3%
PCM
1386
Permanent Capital Management
Illinois
$387K -$91.6K -415 -19%
TCOT
1387
Trust Company of Toledo
Ohio
$387K -$33.1K -150 -8%
SWM
1388
SeaCrest Wealth Management
New York
$385K -$8.17K -37 -2%
TFA
1389
Tranquilli Financial Advisor
New Jersey
$385K +$16.3K +74 +4%
GA
1390
Goldstein Advisors
Wisconsin
$385K +$4.42K +20 +1%
BFPW
1391
BOK Financial Private Wealth
Colorado
$384K -$2.43K -11 -0.6%
GPW
1392
Genesis Private Wealth
Virginia
$384K +$384K +1,741 New
PIWA
1393
Prevail Innovative Wealth Advisors
Kansas
$384K
KFSC
1394
Keystone Financial Services (Colorado)
Colorado
$384K -$39.7K -180 -9%
KFS
1395
Kaizen Financial Strategies
California
$383K -$53.2K -241 -12%
PWG
1396
Portside Wealth Group
Utah
$383K +$27.4K +124 +8%
HHRDM
1397
H&H Retirement Design & Management
Nevada
$383K -$415 -2 -0.1%
OHWP
1398
Oak Harbor Wealth Partners
North Carolina
$382K -$269K -1,218 -41%
WAP
1399
Wealthcare Advisory Partners
Pennsylvania
$382K -$4.64K -21 -1%
SNBOSCI
1400
Security National Bank of Sioux City Iowa
Iowa
$380K -$2.21K -10 -0.6%