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 %
OA
1676
Operose Advisors
Wisconsin
$203K
VFG
1677
Victory Financial Group
Texas
$202K +$202K +913 New
CIP
1678
Convergence Investment Partners
Florida
$202K -$43.1K -195 -18%
FAT
1679
First American Trust
California
$202K +$202K +913 New
HWM
1680
Hobbs Wealth Management
Indiana
$201K +$201K +912 New
PFA
1681
Pure Financial Advisors
California
$201K +$201K +911 New
BOTPPF
1682
Board of the Pension Protection Fund
United Kingdom
$199K -$817K -3,700 -80%
ACM
1683
Accent Capital Management
Ohio
$196K +$55.2K +250 +39%
WPWM
1684
Western Pacific Wealth Management
Illinois
$194K -$286K -1,295 -60%
RTC
1685
Riverview Trust Company
Washington
$194K -$2.65K -12 -1%
TLA
1686
Tanglewood Legacy Advisors
Texas
$193K
GIA
1687
GHP Investment Advisors
Colorado
$189K -$13.9K -63 -7%
EWM
1688
Evermay Wealth Management
Virginia
$186K -$3.31K -15 -2%
CWM
1689
Crowley Wealth Management
Delaware
$185K
TCM
1690
TruNorth Capital Management
Michigan
$178K +$178K +806 New
OWP
1691
ORG Wealth Partners
Texas
$177K +$33.3K +150 +23%
HFS
1692
Hopwood Financial Services
Virginia
$177K
PFG
1693
Putney Financial Group
California
$176K
AIM
1694
Arcadia Investment Management
Michigan
$172K
KWM
1695
Kiker Wealth Management
Georgia
$166K +$166K +752 New
BONH
1696
Bank of New Hampshire
New Hampshire
$157K
EPIM
1697
Evelyn Partners Investment Management
$155K +$155K +2,295 New
GBT
1698
Grove Bank & Trust
Florida
$154K +$70.2K +318 +84%
TFIPS
1699
Towarzystwo Funduszy Inwestycyjnych PZU SA
$152K +$26.5K +120 +21%
LWANC
1700
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K -$9.94K -45 -6%