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
WAP
1401
Wealthcare Advisory Partners
Pennsylvania
$382K
SNBOSCI
1402
Security National Bank of Sioux City Iowa
Iowa
$380K
IWA
1403
IVC Wealth Advisors
Pennsylvania
$380K
HTIM
1404
Harbour Trust & Investment Management
Indiana
$379K
NHC
1405
Nicholas Hoffman & Company
Georgia
$376K
FCM
1406
FJ Capital Management
Virginia
$376K
CT
1407
Colonial Trust
South Carolina
$376K
USB
1408
Union Savings Bank
Connecticut
$375K
FG
1409
Fiduciary Group
Georgia
$375K
TPWA
1410
TRUE Private Wealth Advisors
Oregon
$375K
JCM
1411
Jacobsen Capital Management
Utah
$374K
MAM
1412
Marquette Asset Management
Minnesota
$373K
FHC
1413
First Heartland Consultants
Missouri
$372K
CCB
1414
Cutter & Co Brokerage
Missouri
$372K
FRA
1415
Front Row Advisors
California
$372K
OF
1416
Optimize Financial
California
$369K
CCWM
1417
Cassaday & Co Wealth Management
Virginia
$368K
ALC
1418
Alexander Labrunerie & Co
Missouri
$368K
CAM
1419
Concorde Asset Management
Michigan
$368K
Legacy Financial Group (Iowa)
1420
Legacy Financial Group (Iowa)
Iowa
$365K
CHP
1421
Cable Hill Partners
Oregon
$365K
RSA
1422
River Street Advisors
Illinois
$365K
GFG
1423
Goldstone Financial Group
Illinois
$364K
Westfield Capital Management
1424
Westfield Capital Management
Massachusetts
$364K
FPWM
1425
FSB Premier Wealth Management
Iowa
$363K