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
GAG
1726
Goodman Advisory Group
Massachusetts
$87.2K
CW
1727
Curio Wealth
Maryland
$85.5K
MG
1728
MilWealth Group
Wisconsin
$85K
CWM
1729
Centricity Wealth Management
Ohio
$84.8K
DMBA
1730
Deseret Mutual Benefit Administrators
Utah
$84.1K
WA
1731
WPG Advisers
Maryland
$83.7K
PSB
1732
Piscataqua Savings Bank
New Hampshire
$83.3K
SVWA
1733
Sarver Vrooman Wealth Advisors
Missouri
$82.6K
PP
1734
PrairieView Partners
Minnesota
$82K
HC
1735
Hoese & Co
Minnesota
$81.3K
RA
1736
Rise Advisors
New York
$79.5K
HIIFS
1737
Harel Insurance Investments & Financial Services
Israel
$79K
FFO
1738
Fortitude Family Office
Arizona
$75.3K
GKIM
1739
GW&K Investment Management
Massachusetts
$74K
WPA
1740
West Paces Advisors
Georgia
$73.8K
IWP
1741
IAG Wealth Partners
Wisconsin
$73.1K
WIM
1742
Westside Investment Management
California
$73.1K
DCM
1743
Davis Capital Management
Florida
$72.9K
EB
1744
Eastern Bank
Massachusetts
$72.2K
HNW
1745
High Note Wealth
Minnesota
$71.5K
FNWA
1746
Financial Network Wealth Advisors
Utah
$70K
CWP
1747
Concord Wealth Partners
Virginia
$68.7K
HCM
1748
Hollencrest Capital Management
California
$68.2K
CPG
1749
Cornerstone Planning Group
New Jersey
$66.9K
BGAI
1750
Bruce G. Allen Investments
Colorado
$66.7K