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
SBIA
1676
Sheaff Brock Investment Advisors
Indiana
$204K
AC
1677
ASB Consultores
Florida
$204K
VPF
1678
Vantage Point Financial
Illinois
$203K
OA
1679
Operose Advisors
Wisconsin
$203K
VFG
1680
Victory Financial Group
Texas
$202K
CIP
1681
Convergence Investment Partners
Florida
$202K
FAT
1682
First American Trust
California
$202K
HWM
1683
Hobbs Wealth Management
Indiana
$201K
PFA
1684
Pure Financial Advisors
California
$201K
BOTPPF
1685
Board of the Pension Protection Fund
United Kingdom
$199K
ACM
1686
Accent Capital Management
Ohio
$196K
WPWM
1687
Western Pacific Wealth Management
Illinois
$194K
RTC
1688
Riverview Trust Company
Washington
$194K
TLA
1689
Tanglewood Legacy Advisors
Texas
$193K
GIA
1690
GHP Investment Advisors
Colorado
$189K
EWM
1691
Evermay Wealth Management
Virginia
$186K
CWM
1692
Crowley Wealth Management
Delaware
$185K
TCM
1693
TruNorth Capital Management
Michigan
$178K
OWP
1694
ORG Wealth Partners
Texas
$177K
HFS
1695
Hopwood Financial Services
Virginia
$177K
PFG
1696
Putney Financial Group
California
$176K
AIM
1697
Arcadia Investment Management
Michigan
$172K
KWM
1698
Kiker Wealth Management
Georgia
$166K
BONH
1699
Bank of New Hampshire
New Hampshire
$157K
EPIM
1700
Evelyn Partners Investment Management
$155K