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
FI
1626
Financial Insights
Washington
$231K
MA
1627
MJP Associates
Connecticut
$231K
YIA
1628
YHB Investment Advisors
Connecticut
$230K
OAS
1629
Optivise Advisory Services
Tennessee
$230K
Flossbach Von Storch
1630
Flossbach Von Storch
Germany
$230K
TW
1631
Traveka Wealth
California
$229K
EHC
1632
Everett Harris & Co
California
$228K
SIMG
1633
Sonora Investment Management Group
Arizona
$227K
FFWA
1634
Forthright Family Wealth Advisory
Texas
$227K
FFA
1635
First Foundation Advisors
California
$225K
RPGK
1636
Retirement Planning Group (Kansas)
Kansas
$225K
FFA
1637
Fi3 Financial Advisors
Indiana
$224K
HAS
1638
Holland Advisory Services
Florida
$224K
FW
1639
FullCircle Wealth
Texas
$223K
T
1640
Transce3nd
Texas
$222K
FG
1641
Foster Group
Iowa
$222K
PWS
1642
Proactive Wealth Strategies
Georgia
$221K
1CM
1643
1492 Capital Management
Wisconsin
$221K
CM
1644
Cercano Management
Washington
$221K
E3F
1645
Eight 31 Financial
Texas
$221K
CWM
1646
Challenger Wealth Management
California
$221K
BDA
1647
Borer Denton & Associates
Pennsylvania
$221K
HWM
1648
Hohimer Wealth Management
Washington
$220K
AFP
1649
Ausdal Financial Partners
Iowa
$220K
HWA
1650
HCR Wealth Advisors
California
$219K