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
CAC
501
Core Alternative Capital
Georgia
$8.48M
JGUA
502
John G. Ullman & Associates
New York
$8.44M
HWM
503
HB Wealth Management
Georgia
$8.42M
NRG
504
Nemes Rush Group
Michigan
$8.41M
GIM
505
Generate Investment Management
New Zealand
$8.39M
PAMG
506
Patton Albertson Miller Group
Tennessee
$8.36M
MS
507
Marshall & Sullivan
Washington
$8.29M
VCA
508
Verdence Capital Advisors
Maryland
$8.25M
CCG
509
Cloverfields Capital Group
Minnesota
$8.24M
NIM
510
Nicollet Investment Management
Minnesota
$8.18M
TIM
511
Thompson Investment Management
Wisconsin
$8.16M
FT
512
Fiduciary Trust
Massachusetts
$8.05M
SWM
513
Spire Wealth Management
Virginia
$8.03M
NME
514
Notis-McConarty Edward
$8.02M
GC
515
Guggenheim Capital
Illinois
$7.85M
MCM
516
MAI Capital Management
Ohio
$7.84M
EFM
517
Eley Financial Management
Vermont
$7.82M
VHMC
518
Value Holdings Management Company
New York
$7.73M
HIMCH
519
Hartford Investment Management Co (HIMCO)
Connecticut
$7.67M
AIM
520
Anchor Investment Management
South Carolina
$7.63M
DDC
521
DF Dent & Co
Maryland
$7.52M
AI
522
AdvisorShares Investments
Maryland
$7.51M
DLCIG
523
D.L. Carlson Investment Group
New Hampshire
$7.5M
NC
524
NewSquare Capital
Pennsylvania
$7.49M
BBI
525
Baxter Bros Inc
Connecticut
$7.48M