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
MGP
576
Metis Global Partners
California
$6M
ASN
577
Advisory Services Network
Georgia
$5.98M
CCT
578
Capital City Trust
Florida
$5.94M
MWA
579
Meridian Wealth Advisors
Texas
$5.93M
SC
580
SouthState Corp
Florida
$5.93M
IIM
581
INTECH Investment Management
Florida
$5.91M
GL
582
Graypoint LLC
New York
$5.88M
NMERB
583
New Mexico Educational Retirement Board
New Mexico
$5.88M
NED
584
Nancy E. Dempze
$5.87M
MCM
585
Maytus Capital Management
New York
$5.86M
FWM
586
FFT Wealth Management
Pennsylvania
$5.85M
MSRPS
587
Maryland State Retirement & Pension System
Maryland
$5.85M
NA
588
NewEdge Advisors
Louisiana
$5.77M
CFO
589
Callan Family Office
Pennsylvania
$5.7M
CLGM
590
Capitolis Liquid Global Markets
New York
$5.69M
AWM
591
Avior Wealth Management
Nebraska
$5.68M
AAS
592
Avantax Advisory Services
Texas
$5.66M
PS
593
Principal Securities
Iowa
$5.61M
CEI
594
Clark Estates Inc
New York
$5.59M
FFBTD
595
First Financial Bank - Trust Division
Ohio
$5.59M
EOJOAM
596
E. Ohman J:or Asset Management
Sweden
$5.55M
PGDP
597
Pragma Gestao de Patrimonio
Brazil
$5.52M
WCM
598
Wisconsin Capital Management
Wisconsin
$5.46M
HIS
599
Horizon Investment Services
Indiana
$5.43M
CB
600
Cadence Bank
Mississippi
$5.38M