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
AA
1776
Ancora Advisors
Ohio
$40.5K
PWMG
1777
Prestige Wealth Management Group
New Jersey
$40.2K
MSG
1778
Main Street Group
Virginia
$40K
CCM
1779
Campbell Capital Management
Florida
$39.7K
RFS
1780
Richardson Financial Services
Massachusetts
$39.5K
PPA
1781
Painted Porch Advisors
California
$39.1K
AF
1782
Abound Financial
California
$38K
GCM
1783
Gables Capital Management
Florida
$37.8K
OAJ
1784
Ogorek Anthony Joseph
New York
$35K
DF
1785
Dunhill Financial
United Kingdom
$34.4K
CMA
1786
Cedar Mountain Advisors
Oregon
$33.3K
CFS
1787
Compass Financial Services
Iowa
$33.1K
BWAM
1788
Boyd Watterson Asset Management
Ohio
$32.9K
TFA
1789
Transamerica Financial Advisors
Florida
$32K
HDIM
1790
Hanson & Doremus Investment Management
Vermont
$31K
MIM
1791
Marshall Investment Management
Colorado
$30.9K
PB
1792
Pinnacle Bancorp
Nebraska
$30.7K
CB
1793
CNB Bank
Pennsylvania
$28.7K
AWM
1794
Activest Wealth Management
Florida
$28.7K
LAM
1795
Lummis Asset Management
Texas
$28.3K
BDL
1796
Banque de Luxembourg
Luxembourg
$27.6K
WBC
1797
West Branch Capital
Massachusetts
$26.5K
MA
1798
MCF Advisors
Kentucky
$25.4K
PSFG
1799
Park Square Financial Group
Georgia
$24.3K
MFT
1800
Moisand Fitzgerald Tamayo
Florida
$24.3K