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
MIP
451
Marietta Investment Partners
Wisconsin
$10.6M
WP
452
Woodline Partners
California
$10.6M
Susquehanna International Group
453
Susquehanna International Group
Pennsylvania
$10.6M
PKC
454
Palmer Knight Company
Florida
$10.5M
CCM
455
Carderock Capital Management
Maryland
$10.5M
TSS
456
Thomas Story & Son
Indiana
$10.5M
FNT
457
First National Trust
Pennsylvania
$10.5M
OC
458
Oarsman Capital
Wisconsin
$10.4M
CCM
459
Carmel Capital Management
California
$10.3M
MC
460
Middleton & Co
Massachusetts
$10.3M
ACM
461
Ayrshire Capital Management
Connecticut
$10.2M
MKC
462
M. Kraus & Co
Vermont
$10.2M
AFWM
463
AMJ Financial Wealth Management
Virginia
$10.1M
SIM
464
Seaview Investment Managers
Florida
$10.1M
MSU
465
Mizuho Securities USA
New York
$10.1M
KAS
466
Kestra Advisory Services
Texas
$9.95M
BCM
467
Brooktree Capital Management
Michigan
$9.82M
WorldQuant Millennium Advisors
468
WorldQuant Millennium Advisors
New York
$9.81M
NIM
469
NEOS Investment Management
Connecticut
$9.76M
RAM
470
Redmond Asset Management
Virginia
$9.74M
HPC
471
HM Payson & Co
Maine
$9.65M
HBT
472
Hills Bank & Trust
Iowa
$9.6M
MWM
473
Moran Wealth Management
Florida
$9.59M
OIA
474
OneDigital Investment Advisors
Kansas
$9.5M
HR
475
Howe & Rusling
New York
$9.5M