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 %
1M
1751
1248 Management
Missouri
$62.7K +$62.7K +284 New
SO
1752
Sierra Ocean
California
$58.7K
MAS
1753
MPWM Advisory Solutions
Georgia
$58.3K
NFSG
1754
Newbridge Financial Services Group
Florida
$57.4K
XC
1755
XY Capital
Hong Kong
$56.3K -$55K -249 -49%
WWM
1756
Wolff Wiese Magana
California
$55.4K
MMG
1757
Monetary Management Group
Missouri
$55.2K
MCA
1758
Midwest Capital Advisors
Michigan
$53.9K
RF
1759
Roxbury Financial
New Jersey
$53.7K
VIS
1760
Vega Investment Solutions
France
$52.1K +$25.2K +114 +93%
CWC
1761
Carolinas Wealth Consulting
North Carolina
$51.5K -$8.17K -37 -14%
SCB
1762
Saudi Central Bank
Saudi Arabia
$49.5K +$49.5K +224 New
PWMG
1763
Private Wealth Management Group
New Jersey
$49K
KSB
1764
Kennebec Savings Bank
Maine
$48.6K
KC
1765
Knuff & Co
California
$48.6K
CYG
1766
Clean Yield Group
Vermont
$47.3K
Loomis, Sayles & Company
1767
Loomis, Sayles & Company
Massachusetts
$46K -$25.3K -115 -35%
FDCP
1768
Foster Dykema Cabot & Partners
Massachusetts
$44.2K
MSWM
1769
Mowery & Schoenfeld Wealth Management
Illinois
$43.7K
SN
1770
Sittner & Nelson
Oregon
$42.4K
WAG
1771
Wiser Advisor Group
Arizona
$42K
AA
1772
Ancora Advisors
Ohio
$40.5K -$4.86K -22 -11%
PWMG
1773
Prestige Wealth Management Group
New Jersey
$40.2K
MSG
1774
Main Street Group
Virginia
$40K
CCM
1775
Campbell Capital Management
Florida
$39.7K