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
KFI
851
Key Financial Inc
Pennsylvania
$1.95M
SPC
852
Sigma Planning Corp
Michigan
$1.95M
OL
853
Owen LaRue
Kentucky
$1.94M
GI
854
GLOBALT Investments
Georgia
$1.93M
CW
855
CreativeOne Wealth
Kansas
$1.93M
CP
856
CenterBook Partners
Connecticut
$1.92M
FCH
857
Freestone Capital Holdings
Washington
$1.91M
MGIA
858
Moneta Group Investment Advisors
Missouri
$1.9M
APG
859
Abacus Planning Group
South Carolina
$1.89M
Twin Tree Management
860
Twin Tree Management
Texas
$1.89M
BP
861
Ballentine Partners
Massachusetts
$1.88M
BCM
862
Bayesian Capital Management
New York
$1.87M
GIP
863
Granite Investment Partners
California
$1.86M
CFG
864
Cooper Financial Group
California
$1.86M
CF
865
Convergence Financial
Missouri
$1.85M
BC
866
Bowman & Company
Wisconsin
$1.85M
I
867
InceptionR
California
$1.85M
FRA
868
Frank Rimerman Advisors
California
$1.84M
BIG
869
Brooklyn Investment Group
New York
$1.84M
IIA
870
Integral Investment Advisors
California
$1.84M
FLPIM
871
F.L. Putnam Investment Management
Massachusetts
$1.84M
BBHC
872
Brown Brothers Harriman & Co
New York
$1.83M
NB
873
NBT Bank
New York
$1.83M
MNBTD
874
Moody National Bank Trust Division
Texas
$1.82M
LC
875
Landaas & Company
Wisconsin
$1.82M