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
MA
301
Montag & Associates
Georgia
$24.8M
PCM
302
Palisade Capital Management
New Jersey
$24.6M
II
303
IFM Investors
Australia
$24.5M
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$24.4M
ACA
305
Aptus Capital Advisors
Alabama
$24.1M
MCM
306
McRae Capital Management
New Jersey
$24M
FGP
307
Foyston, Gordon, & Payne
Ontario, Canada
$23.8M
SAM
308
Stansberry Asset Management
Texas
$23.5M
ELI
309
Empire Life Investments
Ontario, Canada
$23.5M
CA
310
Clearstead Advisors
Ohio
$23.4M
BB
311
Busey Bank
Illinois
$23.3M
EI
312
Ethic Inc
New York
$23.3M
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$23.1M
PE
314
Point72 Europe
United Kingdom
$23M
JG
315
Jain Global
New York
$22.7M
AFCM
316
Applied Finance Capital Management
Puerto Rico
$22.5M
GWM
317
Geneos Wealth Management
Colorado
$22.4M
AM
318
AGF Management
Ontario, Canada
$22.3M
QCM
319
Quantinno Capital Management
New York
$22.1M
X
320
Xponance
Pennsylvania
$22M
GH
321
GAM Holding
Switzerland
$22M
RGC
322
Redwood Grove Capital
California
$21.9M
KLWA
323
Kelly Lawrence W & Associates
California
$21.6M
Verition Fund Management
324
Verition Fund Management
Connecticut
$21.3M
B
325
Bailard
California
$21.2M