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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
601
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.34M
WANY
602
Wealthspire Advisors (New York)
New York
$5.31M
CAL
603
Capital Analysts LLC
Pennsylvania
$5.25M
LF
604
Longbow Finance
Switzerland
$5.23M
RF
605
Robbins Farley
New Hampshire
$5.23M
JCM
606
Jag Capital Management
Missouri
$5.19M
IMCOOI
607
Investment Management Corp of Ontario (IMCO)
Canada
$5.19M
SIA
608
Soltis Investment Advisors
Utah
$5.18M
CPC
609
Consolidated Planning Corp
Georgia
$5.17M
AG
610
Ascent Group
Virginia
$5.14M
TWC
611
TD Waterhouse Canada
Ontario, Canada
$5.13M
KP
612
Keel Point
Alabama
$5.1M
HCA
613
Horan Capital Advisors
Ohio
$5.1M
BCM
614
Becker Capital Management
Oregon
$5.09M
FPW
615
Fairvoy Private Wealth
Alabama
$5.05M
ITIM
616
Indiana Trust & Investment Management
Indiana
$5.03M
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$4.97M
BLC
618
Brown, Lisle/Cummings
Rhode Island
$4.91M
SI
619
Stephens Inc
Arkansas
$4.9M
IC
620
IEQ Capital
California
$4.88M
BCM
621
Birch Capital Management
Texas
$4.82M
FNA
622
First National Advisers
Nebraska
$4.81M
PCA
623
Peddock Capital Advisors
Massachusetts
$4.79M
CUAMC
624
China Universal Asset Management Company
China
$4.76M
WCA
625
Waratah Capital Advisors
Ontario, Canada
$4.76M