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
WIA
1501
Wetzel Investment Advisors
Indiana
$299K
JWA
1502
JFS Wealth Advisors
Pennsylvania
$299K
SWM
1503
Seed Wealth Management
Illinois
$298K
AUB
1504
Atlantic Union Bankshares
Virginia
$298K
CSB
1505
City State Bank
Iowa
$297K
VCP
1506
Verus Capital Partners
Arizona
$296K
CCA
1507
Cobblestone Capital Advisors
New York
$295K
LAM
1508
Longboard Asset Management
Arizona
$295K
SOW
1509
State of Wyoming
Wyoming
$293K
PCS
1510
Personal CFO Solutions
New Jersey
$293K
IA
1511
IAM Advisory
Pennsylvania
$293K
FFA
1512
Fragasso Financial Advisors
Pennsylvania
$293K
JSAM
1513
J. Safra Asset Management
New York
$293K
OCM
1514
Osterweis Capital Management
California
$291K
SGI
1515
Summit Global Investments
Utah
$291K
TC
1516
Trust Company
Kansas
$291K
LFG
1517
Larson Financial Group
Missouri
$290K
AMM
1518
American Money Management
California
$289K
BAM
1519
Berkshire Asset Management
Pennsylvania
$288K
NI
1520
Natural Investments
California
$288K
LWM
1521
Laidlaw Wealth Management
New York
$286K
FPGT
1522
Financial Partners Group (Tennessee)
Tennessee
$286K
FMP
1523
Financial Management Professionals
Texas
$286K
AHL
1524
Abel Hall LLC
Louisiana
$286K
BF
1525
bLong Financial
Tennessee
$284K