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
CA
1601
Continuum Advisory
Idaho
$241K
AAMC
1602
Asset Allocation & Management Company
Illinois
$241K
SSB
1603
Sandy Spring Bank
Maryland
$241K
MWM
1604
Modern Wealth Management
Kansas
$240K
IAN
1605
Integrated Advisors Network
Texas
$240K
BW
1606
BIP Wealth
Georgia
$240K
BCM
1607
BluePath Capital Management
Georgia
$239K
ACG
1608
Allen Capital Group
Nebraska
$239K
CAM
1609
Clark Asset Management
New Hampshire
$238K
KCM
1610
Kornitzer Capital Management
Kansas
$238K
FOA
1611
Five Oceans Advisors
California
$238K
FFP
1612
FourThought Financial Partners
Florida
$237K
TL
1613
Tradewinds LLC
North Carolina
$237K
MWA
1614
Muirfield Wealth Advisors
North Carolina
$237K
G
1615
GenTrust
Florida
$236K
WGAM
1616
Wilkinson Global Asset Management
New York
$235K
OC
1617
Oakworth Capital
Alabama
$235K
PWA
1618
Physician Wealth Advisors
Utah
$235K
CPA
1619
Cardiff Park Advisors
California
$235K
EP
1620
Edgestream Partners
New Jersey
$235K
TC
1621
TwinBeech Capital
New York
$234K
CAM
1622
CPA Asset Management
Florida
$234K
IPAM
1623
Investment Partners Asset Management
New Jersey
$234K
CJ
1624
Caitlin John
Michigan
$233K
FFA
1625
Fairfield Financial Advisors
Massachusetts
$231K