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
CT
976
Chicago Trust
Illinois
$1.33M
SC
977
Settian Capital
New York
$1.32M
OIS
978
Okabena Investment Services
Minnesota
$1.32M
PCTC
979
Perkins Coie Trust Company
Washington
$1.32M
HWAM
980
Hennion & Walsh Asset Management
New Jersey
$1.32M
RIM
981
Redwood Investment Management
Arizona
$1.32M
PSC
982
Prentiss Smith & Co
Vermont
$1.32M
VC
983
Veracity Capital
Georgia
$1.32M
TA
984
Tectonic Advisors
Texas
$1.31M
APWM
985
Argonautica Private Wealth Management
Massachusetts
$1.29M
LGF
986
LGT Group Foundation
Liechtenstein
$1.29M
BCAM
987
Boston Common Asset Management
Massachusetts
$1.28M
CI
988
Cigna Investments
Connecticut
$1.26M
ECM
989
Evergreen Capital Management
Washington
$1.26M
CF
990
Copperwynd Financial
Arizona
$1.26M
BCM
991
Bridgeway Capital Management
Texas
$1.26M
UCB
992
United Community Bank
South Carolina
$1.25M
DWM
993
Drive Wealth Management
Utah
$1.25M
SFP
994
Shepherd Financial Partners
Massachusetts
$1.25M
FFG
995
Fortem Financial Group
California
$1.23M
FIM
996
Freedom Investment Management
Connecticut
$1.21M
PCM
997
Parsons Capital Management
Rhode Island
$1.2M
V
998
VeraBank
Texas
$1.2M
MWM
999
Modera Wealth Management
New Jersey
$1.2M
AIP
1000
Ameritas Investment Partners
Nebraska
$1.2M