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
ACM
701
Argyle Capital Management
Pennsylvania
$3.53M
SC
702
Scotia Capital
Ontario, Canada
$3.51M
FCM
703
Fairbanks Capital Management
California
$3.49M
MAS
704
Meeder Advisory Services
Ohio
$3.47M
ADMI
705
Albert D. Mason Inc
Massachusetts
$3.45M
RFN
706
RDA Financial Network
Iowa
$3.45M
ALMGDA
707
AG2R La Mondiale Gestion d'Actifs
France
$3.45M
DC
708
Davenport & Co
Virginia
$3.43M
EWA
709
EP Wealth Advisors
California
$3.43M
ATPW
710
Ashton Thomas Private Wealth
Arizona
$3.43M
SCM
711
Sterling Capital Management
North Carolina
$3.41M
KCM
712
Kendall Capital Management
Maryland
$3.4M
SWP
713
Sagespring Wealth Partners
Tennessee
$3.38M
CHC
714
City Holding Co
West Virginia
$3.38M
TRCT
715
Tower Research Capital (TRC)
New York
$3.34M
SCM
716
Soros Capital Management
New York
$3.33M
Envestnet Portfolio Solutions
717
Envestnet Portfolio Solutions
Illinois
$3.32M
AC
718
Asio Capital
Kentucky
$3.3M
DCM
719
Davidson Capital Management
Texas
$3.28M
EHWM
720
Eads & Heald Wealth Management
Georgia
$3.28M
DCM
721
Decatur Capital Management
Georgia
$3.28M
RC
722
Roundview Capital
New Jersey
$3.27M
GCM
723
Graham Capital Management
Connecticut
$3.25M
GT
724
Greenleaf Trust
Michigan
$3.25M
OAM
725
Ostrum Asset Management
France
$3.23M