FISV

Fiserv, Inc. Common Stock

1,911 hedge funds and large institutions have $111B invested in Fiserv, Inc. Common Stock in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 628 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)

0.58% less ownership

Funds ownership: 89.89%89.31% (-0.58%)

24% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 821

Holders
1,911
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
HWA
1151
Heritage Wealth Advisors
Virginia
$776K
Balyasny Asset Management
1152
Balyasny Asset Management
Illinois
$776K
BWP
1153
BSW Wealth Partners
Colorado
$775K
ICP
1154
Impact Capital Partners
Colorado
$774K
FM
1155
Freemont Management
Switzerland
$773K
PWM
1156
Perigon Wealth Management
California
$770K
HCM
1157
Howard Capital Management
Georgia
$769K
CIG
1158
Cascade Investment Group
Colorado
$763K
MIA
1159
MMBG Investment Advisors
Florida
$762K
GD
1160
Grandfield & Dodd
New York
$761K
KWM
1161
KFG Wealth Management
Indiana
$758K
QWP
1162
Quotient Wealth Partners
Texas
$757K
PP
1163
PDS Planning
Ohio
$755K
RPCONE
1164
Retirement Planning Company of New England
Rhode Island
$754K
EFS
1165
Essex Financial Services
Connecticut
$753K
WFC
1166
Western Financial Corp
California
$753K
HIC
1167
Holderness Investments Company
North Carolina
$742K
BBA
1168
Baader Bank Aktiengesellschaft
Germany
$738K
MFF
1169
Michels Family Financial
Texas
$738K
OWA
1170
Opal Wealth Advisors
New York
$734K
WT
1171
Whittier Trust
California
$732K
BFA
1172
Beacon Financial Advisory
Ohio
$729K
BCM
1173
Brown Capital Management
Maryland
$726K
OL
1174
Optas LLC
Texas
$725K
LI
1175
LVZ Inc
Michigan
$724K