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
WW
1876
Winnow Wealth
Texas
$4.26K
GEA
1877
Glen Eagle Advisors
New Jersey
$3.53K
WA
1878
WestEnd Advisors
North Carolina
$3.53K
PWA
1879
Principia Wealth Advisory
Texas
$3.37K
JFG
1880
JDM Financial Group
Texas
$2.87K
PIS
1881
POM Investment Strategies
North Carolina
$2.87K
DI
1882
DAGCO Inc
Ohio
$2.65K
BFS
1883
Bare Financial Services
Pennsylvania
$2.43K
CSC
1884
Caldwell Sutter Capital
California
$2.21K
GP
1885
Greenline Partners
New York
$2.21K
W
1886
WealthCollab
Washington
$1.99K
PS
1887
PayPay Securities
Japan
$1.84K
1IA
1888
1620 Investment Advisors
Massachusetts
$1.81K
VWM
1889
Vermillion Wealth Management
Minnesota
$1.77K
JAM
1890
JCIC Asset Management
Ontario, Canada
$1.77K
STB
1891
S&T Bank
Pennsylvania
$1.77K
PWM
1892
Parkworth Wealth Management
California
$1.55K
FCAS
1893
First Command Advisory Services
Texas
$1.55K
CAWM
1894
Capital A Wealth Management
Pennsylvania
$1.32K
RPA
1895
Redwood Park Advisors
California
$1.32K
ACA
1896
American Capital Advisory
Idaho
$1.32K
EWA
1897
EQ Wealth Advisors
Texas
$1.32K
Q1WB
1898
Quest 10 Wealth Builders
Virginia
$1.14K
SSG
1899
Summit Securities Group
New York
$1.1K
OW
1900
Olistico Wealth
Oklahoma
$1.1K