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
LOAME
426
Lombard Odier Asset Management (Europe)
United Kingdom
$12M
AI
427
Atria Investments
North Carolina
$11.9M
BPWM
428
Badgley Phelps Wealth Managers
Washington
$11.9M
DT
429
Diversified Trust
Tennessee
$11.8M
LAI
430
Legal Advantage Investments
California
$11.8M
UBP
431
Union Bancaire Privee
Switzerland
$11.7M
BIG
432
Builder Investment Group
Georgia
$11.7M
FGP
433
Freestone Grove Partners
California
$11.5M
CAU
434
Caxton Associates (UK)
$11.5M
LCM
435
Liberty Capital Management
Michigan
$11.4M
TPSF
436
Texas Permanent School Fund
Texas
$11.4M
CFB
437
Cullen/Frost Bankers
Texas
$11.3M
RIM
438
Rakuten Investment Management
Japan
$11.2M
A
439
AustralianSuper
Australia
$11.2M
BCM
440
BTC Capital Management
Iowa
$11.1M
CAM
441
Cozad Asset Management
Illinois
$11.1M
SAM
442
Silvercrest Asset Management
New York
$11M
LS
443
Livforsakringsbolaget Skandia
Sweden
$11M
SF
444
Synovus Financial
Georgia
$11M
PI
445
PineBridge Investments
New York
$11M
BAM
446
Bell Asset Management
Australia
$10.9M
SAM
447
Smithbridge Asset Management
Pennsylvania
$10.8M
CIM
448
Contravisory Investment Management
Massachusetts
$10.8M
OPERF
449
Oregon Public Employees Retirement Fund
Oregon
$10.8M
CGH
450
Crossmark Global Holdings
Texas
$10.7M