1,909 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 167 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
1,909
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
LJHT
676
Laurie J. Hall Trustee
$3.93M
Kayne Anderson Rudnick Investment Management
677
Kayne Anderson Rudnick Investment Management
California
$3.92M
Simplex Trading
678
Simplex Trading
Illinois
$3.9M
ANTB
679
AMG National Trust Bank
Colorado
$3.9M
VIM
680
Vinva Investment Management
Australia
$3.86M
CIG
681
CHB Investment Group
Pennsylvania
$3.84M
TMAM
682
Tokio Marine Asset Management
Japan
$3.84M
GI
683
GAMMA Investing
California
$3.82M
CCM
684
Coldstream Capital Management
Washington
$3.79M
CP
685
Clayton Partners
California
$3.78M
FB
686
Fulton Bank
Pennsylvania
$3.75M
PA
687
Pinnacle Associates
New York
$3.71M
BAM
688
Broyhill Asset Management
North Carolina
$3.7M
GCM
689
Genus Capital Management
British Columbia, Canada
$3.69M
AWM
690
Axxcess Wealth Management
California
$3.65M
CCM
691
Condor Capital Management
New Jersey
$3.64M
PIM
692
Penobscot Investment Management
Massachusetts
$3.64M
SSCM
693
Sovereign's Capital Management
Georgia
$3.64M
AWS
694
Atria Wealth Solutions
New York
$3.64M
KRSITF
695
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.64M
WMG
696
WESCAP Management Group
California
$3.61M
YIH
697
Y-Intercept (HK)
Hong Kong
$3.59M
NSIM
698
North Star Investment Management
Illinois
$3.59M
AWCI
699
Alpine Woods Capital Investors
New York
$3.58M
UW
700
Unique Wealth
Florida
$3.56M