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 %
SWM
1501
Seed Wealth Management
Illinois
$298K
AUB
1502
Atlantic Union Bankshares
Virginia
$298K
CSB
1503
City State Bank
Iowa
$297K
VCP
1504
Verus Capital Partners
Arizona
$296K -$45K -204 -13%
CCA
1505
Cobblestone Capital Advisors
New York
$295K -$1.33K -6 -0.4%
LAM
1506
Longboard Asset Management
Arizona
$295K
SOW
1507
State of Wyoming
Wyoming
$293K -$208K -940 -41%
PCS
1508
Personal CFO Solutions
New Jersey
$293K +$34K +154 +13%
IA
1509
IAM Advisory
Pennsylvania
$293K
FFA
1510
Fragasso Financial Advisors
Pennsylvania
$293K +$10.4K +47 +4%
JSAM
1511
J. Safra Asset Management
New York
$293K +$137K +621 +88%
OCM
1512
Osterweis Capital Management
California
$291K
SGI
1513
Summit Global Investments
Utah
$291K -$331K -1,500 -53%
TC
1514
Trust Company
Kansas
$291K +$3.98K +18 +1%
LFG
1515
Larson Financial Group
Missouri
$290K +$55.4K +251 +24%
AMM
1516
American Money Management
California
$289K
BAM
1517
Berkshire Asset Management
Pennsylvania
$288K +$16.7K +92 +6%
NI
1518
Natural Investments
California
$288K +$661 +3 +0.2%
LWM
1519
Laidlaw Wealth Management
New York
$286K +$286K +1,297 New
FPGT
1520
Financial Partners Group (Tennessee)
Tennessee
$286K
FMP
1521
Financial Management Professionals
Texas
$286K +$8.39K +38 +3%
AHL
1522
Abel Hall LLC
Louisiana
$286K +$286K +1,293 New
BF
1523
bLong Financial
Tennessee
$284K
IIM
1524
Ipswich Investment Management
Massachusetts
$284K -$223K -1,010 -44%
PPW
1525
Presilium Private Wealth
Pennsylvania
$283K