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
AP
1801
Aspect Partners
Virginia
$24.3K
FMTCOCP
1802
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
BA
1803
Bellwether Advisors
Nebraska
$22.7K
S
1804
Sachetta
Massachusetts
$22.5K
GGI
1805
Godsey & Gibb Inc
Virginia
$22.1K
1NWS
1806
1 North Wealth Services
Maryland
$22.1K
CFD
1807
Creative Financial Designs
Indiana
$21.6K
WA
1808
Whipplewood Advisors
Colorado
$21K
ITFISA
1809
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21K
AWM
1810
Abound Wealth Management
Tennessee
$20.8K
NWMP
1811
Noble Wealth Management PBC
Colorado
$20.1K
PA
1812
Pineridge Advisors
Missouri
$20.1K
BC
1813
Barrett & Company
Rhode Island
$19.9K
DAM
1814
Delta Asset Management
Tennessee
$19.9K
PP
1815
PFS Partners
New Jersey
$19.9K
ADL
1816
Asset Dedication LLC
California
$19.9K
ABWM
1817
Alpine Bank Wealth Management
Colorado
$19.9K
RFG
1818
REAP Financial Group
Texas
$19.8K
OP
1819
ORG Partners
Indiana
$19.8K
CTWM
1820
Cherry Tree Wealth Management
Minnesota
$19.7K
TIM
1821
Tortoise Investment Management
New York
$17.2K
BCMLT
1822
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7K
AT
1823
Arlington Trust
Alabama
$16.1K
AAG
1824
Armstrong Advisory Group
Massachusetts
$15.6K
RTL
1825
Red Tortoise LLC
Georgia
$14.8K