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
CAM
751
Cresset Asset Management
Illinois
$2.87M
USAA
752
United Services Automobile Association
Texas
$2.85M
HIP
753
Harrell Investment Partners
Texas
$2.84M
MOS
754
MGO One Seven
Ohio
$2.83M
IAA
755
Independent Advisor Alliance
North Carolina
$2.83M
AIIMS
756
Analyst IMS Investment Management Services
Israel
$2.82M
CIA
757
Concurrent Investment Advisors
Florida
$2.82M
MPPLM
758
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.81M
ST
759
Sabal Trust
Florida
$2.79M
CFCI
760
Comprehensive Financial Consultants Institutional
Indiana
$2.79M
JHCP
761
Jackson Hole Capital Partners
Oklahoma
$2.79M
NDSI
762
Newman Dignan & Sheerar Inc
Rhode Island
$2.76M
GIS
763
Graphene Investments SAS
France
$2.76M
Boston Partners
764
Boston Partners
Massachusetts
$2.76M
D.E. Shaw & Co
765
D.E. Shaw & Co
New York
$2.76M
LA
766
Legacy Advisors
Pennsylvania
$2.75M
WBC
767
Westpac Banking Corp
Australia
$2.75M
TIAA Trust, National Association
768
TIAA Trust, National Association
North Carolina
$2.74M
SC
769
Sawyer & Company
Massachusetts
$2.73M
VSQM
770
V-Square Quantitative Management
Illinois
$2.73M
PAM
771
Palisade Asset Management
Minnesota
$2.73M
AAS
772
Annex Advisory Services
Wisconsin
$2.72M
PCA
773
Private Capital Advisors
Connecticut
$2.71M
MYAM
774
Meiji Yasuda Asset Management
Japan
$2.7M
TAM
775
Trillium Asset Management
Massachusetts
$2.68M