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
SWA
1501
SFMG Wealth Advisors
Texas
$301K
KSWWM
1502
Keyes Stange & Wooten Wealth Management
Florida
$301K
SWA
1503
Strategies Wealth Advisors
Michigan
$300K
WIA
1504
Wetzel Investment Advisors
Indiana
$299K
JWA
1505
JFS Wealth Advisors
Pennsylvania
$299K
SWM
1506
Seed Wealth Management
Illinois
$298K
AUB
1507
Atlantic Union Bankshares
Virginia
$298K
CSB
1508
City State Bank
Iowa
$297K
VCP
1509
Verus Capital Partners
Arizona
$296K
CCA
1510
Cobblestone Capital Advisors
New York
$295K
LAM
1511
Longboard Asset Management
Arizona
$295K
SOW
1512
State of Wyoming
Wyoming
$293K
PCS
1513
Personal CFO Solutions
New Jersey
$293K
IA
1514
IAM Advisory
Pennsylvania
$293K
FFA
1515
Fragasso Financial Advisors
Pennsylvania
$293K
JSAM
1516
J. Safra Asset Management
New York
$293K
OCM
1517
Osterweis Capital Management
California
$291K
SGI
1518
Summit Global Investments
Utah
$291K
TC
1519
Trust Company
Kansas
$291K
LFG
1520
Larson Financial Group
Missouri
$290K
AMM
1521
American Money Management
California
$289K
BAM
1522
Berkshire Asset Management
Pennsylvania
$288K
NI
1523
Natural Investments
California
$288K
LWM
1524
Laidlaw Wealth Management
New York
$286K
FPGT
1525
Financial Partners Group (Tennessee)
Tennessee
$286K