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
CCP
1651
Clarity Capital Partners
California
$218K
CAS
1652
Coppell Advisory Solutions
Texas
$218K
LRIA
1653
Leonard Rickey Investment Advisors
Washington
$218K
WTA
1654
Washington Trust Advisors
Massachusetts
$218K
JSL
1655
JT Stratford LLC
Georgia
$216K
FBFS
1656
First Business Financial Services
Wisconsin
$216K
FSA
1657
Fort Sheridan Advisors
Illinois
$215K
FC
1658
Financial Council
Maryland
$215K
RFA
1659
ROI Financial Advisors
Oregon
$215K
CCG
1660
Coastwise Capital Group
California
$214K
PMFA
1661
Plante Moran Financial Advisors
Michigan
$214K
OAM
1662
Occidental Asset Management
California
$213K
SYBT
1663
Stock Yards Bank & Trust
Kentucky
$213K
EPW
1664
Evergreen Private Wealth
Colorado
$210K
MAM
1665
Milestone Asset Management
Pennsylvania
$210K
HWA
1666
Heartwood Wealth Advisors
Virginia
$210K
MBI
1667
May Barnhard Investments
Maryland
$208K
LIM
1668
Lathrop Investment Management
Arkansas
$207K
SS
1669
SBI Securities
Japan
$206K
CCFCSB
1670
Cape Cod Five Cents Savings Bank
Massachusetts
$206K
HWM
1671
Hemington Wealth Management
Virginia
$206K
AWAP
1672
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$205K
AWM
1673
Avaii Wealth Management
Wisconsin
$205K
CRI
1674
Colonial River Investments
Virginia
$205K
C
1675
Certuity
Florida
$205K