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 %
OAS
1626
Optivise Advisory Services
Tennessee
$230K -$26.5K -120 -10%
Flossbach Von Storch
1627
Flossbach Von Storch
Germany
$230K
TW
1628
Traveka Wealth
California
$229K +$3.31K +15 +1%
EHC
1629
Everett Harris & Co
California
$228K
SIMG
1630
Sonora Investment Management Group
Arizona
$227K +$4.41K +20 +2%
FFWA
1631
Forthright Family Wealth Advisory
Texas
$227K
FFA
1632
First Foundation Advisors
California
$225K -$883 -4 -0.4%
RPGK
1633
Retirement Planning Group (Kansas)
Kansas
$225K +$225K +1,018 New
FFA
1634
Fi3 Financial Advisors
Indiana
$224K -$74.6K -338 -25%
HAS
1635
Holland Advisory Services
Florida
$224K
FW
1636
FullCircle Wealth
Texas
$223K +$8.37K +47 +4%
T
1637
Transce3nd
Texas
$222K
FG
1638
Foster Group
Iowa
$222K +$222K +1,004 New
PWS
1639
Proactive Wealth Strategies
Georgia
$221K
BDA
1640
Borer Denton & Associates
Pennsylvania
$221K
E3F
1641
Eight 31 Financial
Texas
$221K
CWM
1642
Challenger Wealth Management
California
$221K
1CM
1643
1492 Capital Management
Wisconsin
$221K
CM
1644
Cercano Management
Washington
$221K
HWM
1645
Hohimer Wealth Management
Washington
$220K -$4.38M -19,832 -95%
AFP
1646
Ausdal Financial Partners
Iowa
$220K +$220K +997 New
HWA
1647
HCR Wealth Advisors
California
$219K +$1.77K +8 +0.8%
CCP
1648
Clarity Capital Partners
California
$218K +$218K +987 New
CAS
1649
Coppell Advisory Solutions
Texas
$218K -$42.6K -230 -16%
LRIA
1650
Leonard Rickey Investment Advisors
Washington
$218K -$4.67K -22 -2%