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
SFG
1851
Stonebridge Financial Group
Pennsylvania
$7.51K
TWD
1852
True Wealth Design
Ohio
$7.26K
HFS
1853
Hughes Financial Services
Virginia
$7.1K
RWPA
1854
Richard W. Paul & Associates
Michigan
$7.07K
KIM
1855
Kestra Investment Management
Texas
$6.63K
FW
1856
Fairway Wealth
Ohio
$6.63K
MSWA
1857
Marshall & Sterling Wealth Advisors
New York
$6.63K
FUBT
1858
First United Bank & Trust
Maryland
$6.4K
CIAS
1859
CBIZ Investment Advisory Services
Ohio
$6.4K
TCA
1860
Trifecta Capital Advisors
Illinois
$6.18K
CIAM
1861
Caitong International Asset Management
Hong Kong
$6.18K
T
1862
Tidemark
California
$5.96K
HFS
1863
Horizon Financial Services
North Carolina
$5.96K
MHR
1864
Matthew Hamilton Rosenberg
$5.74K
TFM
1865
TFC Financial Management
Massachusetts
$5.52K
WCM
1866
Westend Capital Management
California
$5.52K
BIM
1867
Breakwater Investment Management
Washington
$5.52K
RAM
1868
Riggs Asset Management
Pennsylvania
$5.08K
HWA
1869
HHM Wealth Advisors
Tennessee
$5.08K
GSWM
1870
Golden State Wealth Management
California
$5.08K
FWM
1871
FSA Wealth Management
Massachusetts
$5.08K
RI
1872
Ridgewood Investments
New Jersey
$4.97K
NMG
1873
New Millennium Group
Utah
$4.64K
BHWM
1874
Bay Harbor Wealth Management
Maryland
$4.64K
FIM
1875
FWL Investment Management
Texas
$4.64K