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 %
GGI
1801
Godsey & Gibb Inc
Virginia
$22.1K
1NWS
1802
1 North Wealth Services
Maryland
$22.1K +$22.1K +100 New
CFD
1803
Creative Financial Designs
Indiana
$21.6K +$21.6K +98 New
WA
1804
Whipplewood Advisors
Colorado
$21K -$2.25K -9 -10%
ITFISA
1805
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21K +$9.94K +45 +90%
AWM
1806
Abound Wealth Management
Tennessee
$20.8K -$10.2K -46 -33%
NWMP
1807
Noble Wealth Management PBC
Colorado
$20.1K -$2.87K -13 -13%
PA
1808
Pineridge Advisors
Missouri
$20.1K -$663 -3 -3%
BC
1809
Barrett & Company
Rhode Island
$19.9K
PP
1810
PFS Partners
New Jersey
$19.9K
DAM
1811
Delta Asset Management
Tennessee
$19.9K
ADL
1812
Asset Dedication LLC
California
$19.9K +$1.33K +6 +7%
ABWM
1813
Alpine Bank Wealth Management
Colorado
$19.9K +$19.9K +90 New
RFG
1814
REAP Financial Group
Texas
$19.8K +$5.5K +25 +38%
OP
1815
ORG Partners
Indiana
$19.8K -$433K -1,950 -96%
CTWM
1816
Cherry Tree Wealth Management
Minnesota
$19.7K +$7.51K +34 +62%
TIM
1817
Tortoise Investment Management
New York
$17.2K -$1.99K -9 -10%
BCMLT
1818
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7K -$5.27K -24 -24%
AT
1819
Arlington Trust
Alabama
$16.1K -$5.08K -23 -24%
AAG
1820
Armstrong Advisory Group
Massachusetts
$15.6K
RTL
1821
Red Tortoise LLC
Georgia
$14.8K
CJH
1822
Christopher J. Hasenberg
Wisconsin
$14.4K
AW
1823
Avion Wealth
Texas
$14K
YP
1824
YANKCOM Partnership
South Dakota
$13.7K +$13.7K +62 New
HWP
1825
Highline Wealth Partners
California
$12.6K +$4.2K +19 +50%