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 %
CAM
1576
Creekmur Asset Management
Illinois
$254K +$254K +1,151 New
TNB
1577
Thomasville National Bank
Georgia
$254K +$254K +1,149 New
QPWM
1578
Quadrant Private Wealth Management
Pennsylvania
$253K +$19.4K +88 +8%
AA
1579
Auxano Advisors
Washington
$253K -$17.9K -81 -7%
SIG
1580
Stonegate Investment Group
Alabama
$252K -$13K -59 -5%
JFA
1581
JNBA Financial Advisors
Minnesota
$251K
RIG
1582
RiverFront Investment Group
Virginia
$251K +$27.2K +123 +12%
WA1
1583
Wimmer Associates 1
California
$250K
OPWM
1584
Oregon Pacific Wealth Management
Oregon
$250K -$9.94K -45 -4%
ECM
1585
Eisler Capital Management
United Kingdom
$249K +$249K +1,127 New
NERM
1586
New England Research & Management
Illinois
$248K
WHCI
1587
W.H. Cornerstone Investments
Massachusetts
$248K
BSHC
1588
Breed's Hill Capital
Massachusetts
$248K
KV
1589
Kickstand Ventures
New York
$248K +$248K +1,121 New
CA
1590
Capital Advantage
California
$247K
I
1591
INVST
Indiana
$247K -$14.1K -64 -5%
GIA
1592
Gateway Investment Advisers
Ohio
$246K
EAM
1593
Empirical Asset Management
Massachusetts
$245K -$13.6M -61,412 -98%
ESB
1594
Essex Savings Bank
Connecticut
$245K
WCM
1595
Wedge Capital Management
North Carolina
$244K +$25.4K +115 +12%
NRC
1596
New Republic Capital
North Carolina
$244K +$7.29K +33 +3%
CC
1597
Courier Capital
New York
$241K -$51.7K -234 -18%
CA
1598
Continuum Advisory
Idaho
$241K -$42K -190 -15%
AAMC
1599
Asset Allocation & Management Company
Illinois
$241K
SSB
1600
Sandy Spring Bank
Maryland
$241K -$9.28K -42 -4%