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
YC
951
Yarbrough Capital
Tennessee
$1.44M
WPC
952
Wedmont Private Capital
Pennsylvania
$1.43M
HCM
953
Hengehold Capital Management
Ohio
$1.43M
VFA
954
Voya Financial Advisors
Connecticut
$1.43M
IIA
955
IPG Investment Advisors
California
$1.42M
AC
956
AXQ Capital
New Jersey
$1.42M
DIA
957
Dean Investment Associates
Ohio
$1.42M
CBT
958
CoreFirst Bank & Trust
Kansas
$1.41M
FAIM
959
Financial Advocates Investment Management
Washington
$1.41M
NAS
960
Nicolet Advisory Services
Wisconsin
$1.41M
NP
961
NorthRock Partners
Minnesota
$1.41M
BTW
962
Boston Trust Walden
Massachusetts
$1.4M
JWCA
963
J.W. Cole Advisors
Florida
$1.4M
SW
964
SlateStone Wealth
Florida
$1.39M
SC
965
Syon Capital
California
$1.39M
RAG
966
RIA Advisory Group
Iowa
$1.37M
IFWM
967
Institute for Wealth Management
Colorado
$1.37M
KWM
968
Kingsview Wealth Management
Oregon
$1.37M
WLG
969
Williamson Legacy Group
Indiana
$1.37M
WT
970
Washington Trust
Rhode Island
$1.37M
AF
971
Allworth Financial
California
$1.37M
GC
972
Gould Capital
Washington
$1.36M
SP
973
Stonebrook Private
Michigan
$1.34M
MYLI
974
Meiji Yasuda Life Insurance
Japan
$1.34M
ACM
975
Arcataur Capital Management
Wisconsin
$1.33M