1,908 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 166 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
1,908
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
CWM
1426
Chemistry Wealth Management
New York
$363K
2L
1427
25 LLC
Missouri
$360K
OSNBOA
1428
Old Second National Bank of Aurora
Illinois
$360K
CWA
1429
Cura Wealth Advisors
Illinois
$359K
GA
1430
Greenspring Advisors
Maryland
$358K
HC
1431
Hourglass Capital
Texas
$357K
FA
1432
Fermata Advisors
California
$357K
JSW
1433
Journey Strategic Wealth
New Jersey
$357K
LRIC
1434
Long Road Investment Counsel
Michigan
$354K
RBC
1435
Roble Belko & Company
Pennsylvania
$354K
AHC
1436
Adell Harriman & Carpenter
Texas
$354K
VCM
1437
Vision Capital Management
Oregon
$354K
ATFA
1438
All Terrain Financial Advisors
Minnesota
$353K
SAG
1439
SageView Advisory Group
California
$353K
GJWM
1440
Gilliland Jeter Wealth Management
Arkansas
$353K
LC
1441
LCNB Corp
Ohio
$350K
SIM
1442
Sentry Investment Management
Wisconsin
$349K
GIP
1443
Greatmark Investment Partners
Georgia
$348K
CH
1444
Canton Hathaway
Rhode Island
$347K
OCBCO
1445
Oversea-Chinese Banking Corp (OCBC)
Singapore
$347K
CIAS
1446
Capital Investment Advisory Services
North Carolina
$346K
SBFM
1447
S-Bank Fund Management
Finland
$346K
DBG
1448
De Burlo Group
Massachusetts
$345K
PWAM
1449
Private Wealth Asset Management
Iowa
$345K
SFS
1450
Security Financial Services
Indiana
$345K