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
WGCA
1476
Wolf Group Capital Advisors
Virginia
$323K
EFM
1477
E Fund Management
China
$323K
HS
1478
Horan Securities
United States
$321K
WFA
1479
Wellspring Financial Advisors
Ohio
$320K
MPM
1480
MBB Public Markets
Illinois
$317K
CAG
1481
Csenge Advisory Group
Florida
$316K
CCA
1482
Cottonwood Capital Advisors
Utah
$316K
MAM
1483
Mainsail Asset Management
Alabama
$315K
CCA
1484
Carrera Capital Advisors
Michigan
$315K
FA
1485
Fedenia Advisers
Wisconsin
$314K
CAM
1486
Claret Asset Management
Quebec, Canada
$313K
AWA
1487
AGH Wealth Advisors
Kansas
$312K
CCM
1488
Chickasaw Capital Management
Tennessee
$312K
JIP
1489
Jaffetilchin Investment Partners
Florida
$309K
CAM
1490
Cidel Asset Management
Ontario, Canada
$307K
KCM
1491
Kathmere Capital Management
Pennsylvania
$305K
BFAG
1492
Blackston Financial Advisory Group
Florida
$305K
CLOS
1493
Compagnie Lombard Odier SCmA
Switzerland
$305K
FFA
1494
Frazier Financial Advisors
Ohio
$305K
EA
1495
Ergawealth Advisors
Illinois
$304K
IF
1496
Intrua Financial
Texas
$304K
MFWP
1497
Mosaic Family Wealth Partners
Missouri
$303K
SWA
1498
SFMG Wealth Advisors
Texas
$301K
KSWWM
1499
Keyes Stange & Wooten Wealth Management
Florida
$301K
SWA
1500
Strategies Wealth Advisors
Michigan
$300K