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 %
MWM
1601
Modern Wealth Management
Kansas
$240K -$24.7K -112 -9%
IAN
1602
Integrated Advisors Network
Texas
$240K -$884K -4,002 -79%
BW
1603
BIP Wealth
Georgia
$240K +$883 +4 +0.4%
BCM
1604
BluePath Capital Management
Georgia
$239K
ACG
1605
Allen Capital Group
Nebraska
$239K +$21.4K +97 +10%
CAM
1606
Clark Asset Management
New Hampshire
$238K
KCM
1607
Kornitzer Capital Management
Kansas
$238K
FOA
1608
Five Oceans Advisors
California
$238K +$1.99K +9 +0.8%
FFP
1609
FourThought Financial Partners
Florida
$237K -$22.5K -102 -9%
TL
1610
Tradewinds LLC
North Carolina
$237K -$8.83K -40 -4%
MWA
1611
Muirfield Wealth Advisors
North Carolina
$237K +$10.2K +46 +4%
G
1612
GenTrust
Florida
$236K -$5.52K -25 -2%
WGAM
1613
Wilkinson Global Asset Management
New York
$235K
OC
1614
Oakworth Capital
Alabama
$235K +$12.4K +56 +6%
PWA
1615
Physician Wealth Advisors
Utah
$235K -$4.86K -22 -2%
CPA
1616
Cardiff Park Advisors
California
$235K
EP
1617
Edgestream Partners
New Jersey
$235K -$1.11M -5,025 -83%
TC
1618
TwinBeech Capital
New York
$234K +$234K +1,059 New
CAM
1619
CPA Asset Management
Florida
$234K
IPAM
1620
Investment Partners Asset Management
New Jersey
$234K -$1.99K -9 -0.8%
CJ
1621
Caitlin John
Michigan
$233K
FFA
1622
Fairfield Financial Advisors
Massachusetts
$231K +$94.5K +428 +69%
FI
1623
Financial Insights
Washington
$231K +$4.42K +20 +2%
MA
1624
MJP Associates
Connecticut
$231K +$231K +1,044 New
YIA
1625
YHB Investment Advisors
Connecticut
$230K -$22.1K -100 -9%