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
BS
801
Banco Santander
Spain
$2.4M
AHC
802
Anderson Hoagland & Co
Missouri
$2.39M
FHA
803
First Horizon Advisors
Tennessee
$2.39M
AF
804
Aviso Financial
Ontario, Canada
$2.38M
CAG
805
Cypress Advisory Group
Arizona
$2.38M
BF
806
BOK Financial
Oklahoma
$2.38M
RVM
807
Robinson Value Management
Texas
$2.38M
AF
808
Advisornet Financial
Minnesota
$2.37M
TCA
809
Transcend Capital Advisors
New Jersey
$2.36M
GLA
810
Great Lakes Advisors
Illinois
$2.35M
IIA
811
ICW Investment Advisors
Arizona
$2.35M
DSC
812
Duncker Streett & Co
Missouri
$2.32M
BEI
813
Benjamin Edwards Inc
Missouri
$2.32M
VRS
814
Virginia Retirement Systems
Virginia
$2.25M
ET
815
Equitable Trust
Tennessee
$2.25M
ETC
816
Exchange Traded Concepts
Oklahoma
$2.24M
EFG
817
Embree Financial Group
Illinois
$2.24M
Group One Trading
818
Group One Trading
Illinois
$2.23M
FWCM
819
Ferguson Wellman Capital Management
Oregon
$2.23M
MSA
820
MUFG Securities Americas
New York
$2.22M
JIC
821
Johnson Investment Counsel
Ohio
$2.19M
BHBT
822
Burke & Herbert Bank & Trust
Virginia
$2.17M
MBT
823
Montecito Bank & Trust
California
$2.17M
ACS
824
Archford Capital Strategies
Illinois
$2.15M
EW
825
Evoke Wealth
California
$2.15M