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
AWM
376
Apollon Wealth Management
South Carolina
$16.1M
HPCM
377
Hunter Perkins Capital Management
Illinois
$16.1M
WIA
378
World Investment Advisors
California
$16M
BPIM
379
Brant Point Investment Management
New York
$16M
PI
380
PGGM Investments
Netherlands
$15.9M
NAM
381
Nissay Asset Management
Japan
$15.8M
SWK
382
Stephen W. Kidder
$15.8M
FDP
383
Financiere des Professionnels
Quebec, Canada
$15.5M
SCP
384
Steamboat Capital Partners
New York
$15.5M
MJP
385
Michael J. Puzo
$15.4M
VWM
386
Venturi Wealth Management
Texas
$15.4M
WC
387
Woodstock Corp
Massachusetts
$15.4M
BFA
388
Bragg Financial Advisors
North Carolina
$15.4M
Bank of Nova Scotia
389
Bank of Nova Scotia
Ontario, Canada
$15.4M
CWM
390
CIBC World Markets
New York
$15.2M
TC
391
TownSquare Capital
Utah
$15.1M
PFP
392
Pinnacle Financial Partners
Tennessee
$15M
CIA
393
CCM Investment Advisers
South Carolina
$15M
GVAG
394
Great Valley Advisor Group
Delaware
$15M
AAM
395
Advisors Asset Management
Colorado
$14.7M
MOACM
396
Mutual of America Capital Management
New York
$14.6M
PAM
397
Panagora Asset Management
Massachusetts
$14.6M
BG
398
Bahl & Gaynor
Ohio
$14.6M
Mirae Asset Global Investments
399
Mirae Asset Global Investments
South Korea
$14.5M
VPIM
400
Vanguard Personalized Indexing Management
California
$14.4M