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
MGWM
476
Marks Group Wealth Management
Minnesota
$9.49M
JC
477
Jacobs & Co
California
$9.42M
WIC
478
Wilkins Investment Counsel
Massachusetts
$9.38M
Hudson Bay Capital Management
479
Hudson Bay Capital Management
Connecticut
$9.36M
Pacer Advisors
480
Pacer Advisors
Pennsylvania
$9.31M
HT
481
Heritage Trust
Oklahoma
$9.31M
DRD
482
Dennis R. Delaney
$9.3M
DF
483
DNCA Finance
France
$9.24M
EIA
484
Edgemoor Investment Advisors
Maryland
$9.23M
BEAM
485
Baker Ellis Asset Management
Washington
$9.21M
EF
486
Empowered Funds
Pennsylvania
$9.2M
ERIC
487
Eagle Rock Investment Company
Georgia
$9.18M
SG Americas Securities
488
SG Americas Securities
New York
$9.11M
RMC
489
Resources Management Corp
Connecticut
$9.07M
ACM
490
Aryeh Capital Management
Ontario, Canada
$9.06M
CWM
491
CMH Wealth Management
New Hampshire
$8.79M
IIC
492
Ironwood Investment Counsel
Arizona
$8.75M
PCIA
493
Prime Capital Investment Advisors
Kansas
$8.73M
LOPW
494
Live Oak Private Wealth
North Carolina
$8.69M
CRC
495
Curi RMB Capital
Illinois
$8.69M
Vontobel Holding
496
Vontobel Holding
Switzerland
$8.66M
CAPTRUST Financial Advisors
497
CAPTRUST Financial Advisors
North Carolina
$8.64M
HFS
498
Hantz Financial Services
Michigan
$8.57M
CSP
499
Cary Street Partners
Virginia
$8.56M
KRS
500
Kentucky Retirement Systems
Kentucky
$8.54M