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
NPF
1376
Norris Perne & French
Michigan
$401K
SCP
1377
Sivia Capital Partners
California
$401K
PWP
1378
Phillips Wealth Planners
Mississippi
$400K
CH
1379
Cromwell Holdings
Wyoming
$399K
AWA
1380
Arete Wealth Advisors
Illinois
$395K
CFP
1381
Cascade Financial Partners
California
$393K
SEIA
1382
Signature Estate & Investment Advisors
California
$392K
AC
1383
AlphaCore Capital
California
$392K
QFPS
1384
Quantum Financial Planning Services
Washington
$390K
OPA
1385
Old Port Advisors
Maine
$389K
GWANC
1386
Guardian Wealth Advisors (North Carolina)
North Carolina
$388K
OFG
1387
Oxford Financial Group
Indiana
$388K
PCM
1388
Permanent Capital Management
Illinois
$387K
TCOT
1389
Trust Company of Toledo
Ohio
$387K
SWM
1390
SeaCrest Wealth Management
New York
$385K
TFA
1391
Tranquilli Financial Advisor
New Jersey
$385K
GA
1392
Goldstein Advisors
Wisconsin
$385K
BFPW
1393
BOK Financial Private Wealth
Colorado
$384K
GPW
1394
Genesis Private Wealth
Virginia
$384K
PIWA
1395
Prevail Innovative Wealth Advisors
Kansas
$384K
KFSC
1396
Keystone Financial Services (Colorado)
Colorado
$384K
KFS
1397
Kaizen Financial Strategies
California
$383K
PWG
1398
Portside Wealth Group
Utah
$383K
HHRDM
1399
H&H Retirement Design & Management
Nevada
$383K
OHWP
1400
Oak Harbor Wealth Partners
North Carolina
$382K