1,904 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 625 increasing their positions, 820 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
+30
Holders Change %
+1.6%
% of All Funds
25.86%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
1.81%
New
165
Increased
625
Reduced
820
Closed
103
Calls
$517M
Puts
$331M
Net Calls
+$187M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
301
Montag & Associates
Georgia
$24.8M -$5.95M -26,922 -19%
PCM
302
Palisade Capital Management
New Jersey
$24.6M -$593K -2,684 -2%
II
303
IFM Investors
Australia
$24.5M -$312K -1,413 -1%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$24.4M +$2.75M +12,437 +13%
ACA
305
Aptus Capital Advisors
Alabama
$24.1M +$1.23M +5,551 +5%
MCM
306
McRae Capital Management
New Jersey
$24M -$3.1M -14,020 -11%
FGP
307
Foyston, Gordon, & Payne
Ontario, Canada
$23.8M +$2.89M +13,076 +14%
SAM
308
Stansberry Asset Management
Texas
$23.5M -$152K -690 -0.6%
ELI
309
Empire Life Investments
Ontario, Canada
$23.5M -$12.6M -57,268 -35%
CA
310
Clearstead Advisors
Ohio
$23.4M -$1.37M -6,197 -6%
BB
311
Busey Bank
Illinois
$23.3M +$585K +2,649 +3%
EI
312
Ethic Inc
New York
$23.3M +$647K +2,916 +3%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$23.1M -$85K -385 -0.4%
PE
314
Point72 Europe
United Kingdom
$23M -$939K -4,250 -4%
JG
315
Jain Global
New York
$22.7M -$4.68M -21,196 -17%
AFCM
316
Applied Finance Capital Management
Puerto Rico
$22.5M -$29.2M -132,394 -57%
GWM
317
Geneos Wealth Management
Colorado
$22.4M +$14.7M +66,717 +193%
AM
318
AGF Management
Ontario, Canada
$22.3M -$795K -3,600 -3%
QCM
319
Quantinno Capital Management
New York
$22.1M +$10.9M +49,176 +97%
X
320
Xponance
Pennsylvania
$22M +$295K +1,334 +1%
GH
321
GAM Holding
Switzerland
$22M -$1.42M -6,408 -6%
RGC
322
Redwood Grove Capital
California
$21.9M
KLWA
323
Kelly Lawrence W & Associates
California
$21.6M -$342K -1,550 -2%
Verition Fund Management
324
Verition Fund Management
Connecticut
$21.3M +$12.7M +57,303 +146%
B
325
Bailard
California
$21.2M -$210K -952 -1%