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
ME
1451
McIlrath & Eck
Washington
$345K
DAS
1452
Diversify Advisory Services
Utah
$345K
IP
1453
Isthmus Partners
Wisconsin
$344K
ISL
1454
Ingalls & Snyder LLC
New York
$343K
RCP
1455
Rothschild Capital Partners
New York
$340K
BAM
1456
Bellevue Asset Management
Washington
$340K
MSS
1457
Mitchell Sinkler & Starr
Pennsylvania
$339K
OL
1458
OneFund LLC
Florida
$337K
AAMA
1459
Advanced Asset Management Advisors
Ohio
$337K
IAMOG
1460
Investors Asset Management of Georgia
Georgia
$336K
JC
1461
JB Capital
Connecticut
$335K
RIA
1462
Richwood Investment Advisors
Ohio
$333K
MAM
1463
Meeder Asset Management
Ohio
$332K
VCM
1464
Versant Capital Management
Arizona
$332K
PWPS
1465
Pinnacle Wealth Planning Services
Ohio
$331K
KMWM
1466
Keudell/Morrison Wealth Management
Oregon
$331K
UF
1467
Univest Financial
Pennsylvania
$331K
CWS
1468
Cypress Wealth Services
California
$331K
RZH
1469
Relyea Zuckerberg Hanson
Connecticut
$331K
UWM
1470
USAdvisors Wealth Management
Minnesota
$329K
1IA
1471
1834 Investment Advisors
Wisconsin
$329K
NEWAS
1472
N.E.W. Advisory Services
Wisconsin
$327K
RT
1473
Rockland Trust
Massachusetts
$327K
PWM
1474
Pines Wealth Management
North Carolina
$325K
FMTC
1475
Farmers & Merchants Trust Company
California
$324K