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 %
RFS
1776
Richardson Financial Services
Massachusetts
$39.5K -$23K -104 -37%
PPA
1777
Painted Porch Advisors
California
$39.1K
AF
1778
Abound Financial
California
$38K +$38K +172 New
GCM
1779
Gables Capital Management
Florida
$37.8K
OAJ
1780
Ogorek Anthony Joseph
New York
$35K +$35K +162 New
DF
1781
Dunhill Financial
United Kingdom
$34.4K -$2.65K -12 -7%
CMA
1782
Cedar Mountain Advisors
Oregon
$33.3K -$2.43K -11 -7%
CFS
1783
Compass Financial Services
Iowa
$33.1K
BWAM
1784
Boyd Watterson Asset Management
Ohio
$32.9K
TFA
1785
Transamerica Financial Advisors
Florida
$32K
HDIM
1786
Hanson & Doremus Investment Management
Vermont
$31K
MIM
1787
Marshall Investment Management
Colorado
$30.9K
PB
1788
Pinnacle Bancorp
Nebraska
$30.7K -$5.74K -26 -16%
CB
1789
CNB Bank
Pennsylvania
$28.7K -$1.1K -5 -4%
AWM
1790
Activest Wealth Management
Florida
$28.7K +$27.8K +126 +3,150%
LAM
1791
Lummis Asset Management
Texas
$28.3K
BDL
1792
Banque de Luxembourg
Luxembourg
$27.6K +$27.6K +125 New
WBC
1793
West Branch Capital
Massachusetts
$26.5K -$3.53K -16 -12%
MA
1794
MCF Advisors
Kentucky
$25.4K -$6.4K -29 -20%
PSFG
1795
Park Square Financial Group
Georgia
$24.3K -$5.3K -24 -18%
MFT
1796
Moisand Fitzgerald Tamayo
Florida
$24.3K
AP
1797
Aspect Partners
Virginia
$24.3K +$1.1K +5 +5%
FMTCOCP
1798
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
BA
1799
Bellwether Advisors
Nebraska
$22.7K
S
1800
Sachetta
Massachusetts
$22.5K -$221 -1 -1%