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 %
WSC
1701
Wellington Shields & Co
New York
$151K
TSMHT
1702
Thurston Springer Miller Herd & Titak
Indiana
$148K +$46.8K +212 +46%
FPB
1703
First PREMIER Bank
South Dakota
$145K
RP
1704
Rowlandmiller & Partners
Georgia
$144K
MCM
1705
MV Capital Management
Maryland
$138K +$662 +3 +0.5%
NC
1706
North Capital
Utah
$137K +$137K +621 New
RWM
1707
Rialto Wealth Management
New York
$134K +$23.2K +105 +21%
HCP
1708
Hexagon Capital Partners
Arkansas
$131K +$9.05K +41 +7%
C
1709
Covestor
United Kingdom
$130K -$39.3K -177 -23%
FP
1710
Financial Perspectives
Minnesota
$121K
CM
1711
Capula Management
Cayman Islands
$120K +$120K +543 New
WAM
1712
WFA Asset Management
Wisconsin
$114K
AP
1713
Atwood & Palmer
Missouri
$110K -$14.6K -66 -12%
GITFIT
1714
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$110K
AWM
1715
AllSquare Wealth Management
New York
$109K -$13.3K -60 -11%
TFGT
1716
TS Financial Group (TSFG)
Illinois
$104K +$76.2K +345 +274%
BC
1717
Bayforest Capital
United Kingdom
$96.5K +$96.5K +437 New
CAL
1718
Capital Advisors Ltd
Ohio
$93K +$8.62K +39 +10%
VNA
1719
Valley National Advisers
Pennsylvania
$92K +$60.5K +279 +192%
CBT
1720
Crews Bank & Trust
Florida
$90.3K
PGAM
1721
Princeton Global Asset Management
New Jersey
$88.3K -$47.9K -217 -35%
KB
1722
Kimelman & Baird
New York
$88.3K
GAG
1723
Goodman Advisory Group
Massachusetts
$87.2K +$87.2K +395 New
CW
1724
Curio Wealth
Maryland
$85.5K -$35.5M -415 -100%
MG
1725
MilWealth Group
Wisconsin
$85K