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
CJH
1826
Christopher J. Hasenberg
Wisconsin
$14.4K
AW
1827
Avion Wealth
Texas
$14K
YP
1828
YANKCOM Partnership
South Dakota
$13.7K
HWP
1829
Highline Wealth Partners
California
$12.6K
HI
1830
Hoey Investments
Pennsylvania
$11.5K
CWM
1831
Consultiva Wealth Management
Puerto Rico
$11.3K
YAL
1832
Your Advocates Ltd
Texas
$11K
MIFH
1833
Migdal Insurance & Financial Holdings
Israel
$11K
SL
1834
Salomon & Ludwin
Virginia
$10.8K
NWM
1835
Nova Wealth Management
Florida
$10.4K
SS
1836
Sunbelt Securities
Texas
$9.72K
PW
1837
Pandora Wealth
Illinois
$9.72K
TH
1838
TCTC Holdings
Texas
$9.72K
BWL
1839
Bogart Wealth LLC
Virginia
$9.28K
RJA
1840
Ross\Johnson & Associates
Minnesota
$9.28K
MWM
1841
MorganRosel Wealth Management
Colorado
$9.28K
SHIM
1842
Stone House Investment Management
Pennsylvania
$8.83K
SIC
1843
SJS Investment Consulting
Ohio
$8.61K
DPW
1844
DiNuzzo Private Wealth
Pennsylvania
$8.39K
GFPC
1845
Global Financial Private Client
Florida
$8.39K
TCM
1846
TD Capital Management
Tennessee
$8.17K
WCM
1847
WealthTrak Capital Management
Virginia
$7.73K
TF
1848
Tompkins Financial
New York
$7.73K
RFA
1849
Reyes Financial Architecture
California
$7.73K
VWA
1850
Valued Wealth Advisors
Utah
$7.51K