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
HWM
1651
Hohimer Wealth Management
Washington
$220K
AFP
1652
Ausdal Financial Partners
Iowa
$220K
HWA
1653
HCR Wealth Advisors
California
$219K
CCP
1654
Clarity Capital Partners
California
$218K
CAS
1655
Coppell Advisory Solutions
Texas
$218K
LRIA
1656
Leonard Rickey Investment Advisors
Washington
$218K
WTA
1657
Washington Trust Advisors
Massachusetts
$218K
JSL
1658
JT Stratford LLC
Georgia
$216K
FBFS
1659
First Business Financial Services
Wisconsin
$216K
FSA
1660
Fort Sheridan Advisors
Illinois
$215K
FC
1661
Financial Council
Maryland
$215K
RFA
1662
ROI Financial Advisors
Oregon
$215K
CCG
1663
Coastwise Capital Group
California
$214K
PMFA
1664
Plante Moran Financial Advisors
Michigan
$214K
OAM
1665
Occidental Asset Management
California
$213K
SYBT
1666
Stock Yards Bank & Trust
Kentucky
$213K
EPW
1667
Evergreen Private Wealth
Colorado
$210K
MAM
1668
Milestone Asset Management
Pennsylvania
$210K
HWA
1669
Heartwood Wealth Advisors
Virginia
$210K
MBI
1670
May Barnhard Investments
Maryland
$208K
LIM
1671
Lathrop Investment Management
Arkansas
$207K
SS
1672
SBI Securities
Japan
$206K
CCFCSB
1673
Cape Cod Five Cents Savings Bank
Massachusetts
$206K
HWM
1674
Hemington Wealth Management
Virginia
$206K
AWAP
1675
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$205K