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
IWC
726
Integrated Wealth Concepts
Massachusetts
$3.21M
BC
727
Burney Company
Virginia
$3.17M
CC
728
Chicago Capital
Illinois
$3.13M
QCG
729
Quadrant Capital Group
Ohio
$3.12M
MIS
730
Morningstar Investment Services
Illinois
$3.12M
MM
731
Meridian Management
Arkansas
$3.11M
VAG
732
VisionPoint Advisory Group
Texas
$3.09M
BIM
733
Baldwin Investment Management
Pennsylvania
$3.07M
HCM
734
Howland Capital Management
Massachusetts
$3.06M
AAS
735
Ameritas Advisory Services
Nebraska
$3.06M
HIA
736
Harbor Investment Advisory
Maryland
$3.06M
Qube Research & Technologies (QRT)
737
Qube Research & Technologies (QRT)
United Kingdom
$3.05M
CWM
738
Congress Wealth Management
Massachusetts
$3.04M
TFS
739
Thoroughbred Financial Services
Tennessee
$3.03M
BIM
740
Bridges Investment Management
Nebraska
$3.01M
PFM
741
Patton Fund Management
Texas
$3M
BIA
742
Benchmark Investment Advisors
Illinois
$2.97M
HR
743
Hardy Reed
Mississippi
$2.96M
MIM
744
MTM Investment Management
South Carolina
$2.96M
Fayez Sarofim & Co
745
Fayez Sarofim & Co
Texas
$2.95M
CFG
746
Citizens Financial Group
Rhode Island
$2.94M
S
747
SignatureFD
Georgia
$2.92M
CIG
748
Cullen Investment Group
Louisiana
$2.9M
CTC
749
Central Trust Company
Missouri
$2.89M
BAMCO Inc
750
BAMCO Inc
New York
$2.87M