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 %
IP
1451
Isthmus Partners
Wisconsin
$344K
ISL
1452
Ingalls & Snyder LLC
New York
$343K -$25.4K -115 -7%
RCP
1453
Rothschild Capital Partners
New York
$340K
BAM
1454
Bellevue Asset Management
Washington
$340K
MSS
1455
Mitchell Sinkler & Starr
Pennsylvania
$339K -$50.8K -230 -13%
OL
1456
OneFund LLC
Florida
$337K +$221 +1 +0.1%
AAMA
1457
Advanced Asset Management Advisors
Ohio
$337K
IAMOG
1458
Investors Asset Management of Georgia
Georgia
$336K
JC
1459
JB Capital
Connecticut
$335K -$3.05M -13,789 -90%
RIA
1460
Richwood Investment Advisors
Ohio
$333K
MAM
1461
Meeder Asset Management
Ohio
$332K +$34.9K +158 +12%
VCM
1462
Versant Capital Management
Arizona
$332K +$197K +893 +146%
PWPS
1463
Pinnacle Wealth Planning Services
Ohio
$331K +$45.3K +205 +16%
KMWM
1464
Keudell/Morrison Wealth Management
Oregon
$331K -$24.7K -112 -7%
UF
1465
Univest Financial
Pennsylvania
$331K +$88.3K +400 +36%
CWS
1466
Cypress Wealth Services
California
$331K +$39.7K +180 +14%
RZH
1467
Relyea Zuckerberg Hanson
Connecticut
$331K -$32.7K -148 -9%
UWM
1468
USAdvisors Wealth Management
Minnesota
$329K -$17.4K -79 -5%
1IA
1469
1834 Investment Advisors
Wisconsin
$329K -$52.8K -239 -14%
NEWAS
1470
N.E.W. Advisory Services
Wisconsin
$327K -$18.1K -82 -5%
RT
1471
Rockland Trust
Massachusetts
$327K
PWM
1472
Pines Wealth Management
North Carolina
$325K +$325K +1,660 New
FMTC
1473
Farmers & Merchants Trust Company
California
$324K
WGCA
1474
Wolf Group Capital Advisors
Virginia
$323K -$2.63M -11,915 -89%
EFM
1475
E Fund Management
China
$323K +$12.1K +55 +4%