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
BFG
651
Bleakley Financial Group
New Jersey
$4.44M
WSFS
652
Wilmington Savings Fund Society
Delaware
$4.44M
IRAG
653
Investment Research & Advisory Group
Georgia
$4.43M
APIM
654
Agate Pass Investment Management
Washington
$4.4M
ACI
655
Alpha Cubed Investments
California
$4.37M
ECM
656
Everence Capital Management
Indiana
$4.36M
AC
657
Allstate Corporation
Illinois
$4.35M
SCM
658
Sandler Capital Management
New York
$4.3M
CCM
659
Cox Capital Management
Massachusetts
$4.29M
ARC
660
Advisor Resource Council
Texas
$4.28M
AEPWM
661
Atlantic Edge Private Wealth Management
Florida
$4.23M
OCM
662
Olstein Capital Management
New York
$4.2M
CNAM
663
Campbell Newman Asset Management
Wisconsin
$4.19M
PWM
664
Palumbo Wealth Management
New York
$4.19M
CIC
665
Chase Investment Counsel
Virginia
$4.19M
KTM
666
Keeler Thomas Management
Utah
$4.11M
SWM
667
Salvus Wealth Management
New Jersey
$4.08M
BG
668
BDF Gestion
France
$4.06M
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
$4.05M
TFA
670
Trinity Financial Advisors
Ohio
$4.02M
NMIMC
671
Northwestern Mutual Investment Management Company
Wisconsin
$4M
BFG
672
Berger Financial Group
Minnesota
$3.98M
BCV
673
Banque Cantonale Vaudoise
Switzerland
$3.94M
EIG
674
Ellenbecker Investment Group
Wisconsin
$3.93M
BMM
675
Buffington Mohr McNeal
Idaho
$3.93M