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
NL
1001
NVWM LLC
Pennsylvania
$1.19M
UAML
1002
US Asset Management LLC
Pennsylvania
$1.19M
LCM
1003
LVM Capital Management
Michigan
$1.19M
DFG
1004
Delta Financial Group
New Jersey
$1.19M
ACM
1005
Allred Capital Management
Texas
$1.19M
SG
1006
StoneX Group
New York
$1.19M
BPA
1007
Beacon Pointe Advisors
California
$1.17M
FCBT
1008
First Citizens Bank & Trust
North Carolina
$1.17M
FFM
1009
Forum Financial Management
Illinois
$1.17M
EFG
1010
Everhart Financial Group
Ohio
$1.17M
PPC
1011
Park Place Capital
Alabama
$1.16M
PDL
1012
Portfolio Design Labs
California
$1.15M
DAS
1013
Dynamic Advisor Solutions
Arizona
$1.15M
UH
1014
Unigestion Holding
Switzerland
$1.15M
CAC
1015
Certified Advisory Corp
Florida
$1.15M
TCPG
1016
Trivant Custom Portfolio Group
California
$1.14M
CIA
1017
Capital Investment Advisors
Georgia
$1.13M
PMAM
1018
Picton Mahoney Asset Management
Ontario, Canada
$1.12M
JMFC
1019
J.M. Forbes & Co
Massachusetts
$1.12M
MFIM
1020
Mesirow Financial Investment Management
Illinois
$1.12M
HFM
1021
Harvest Fund Management
China
$1.12M
TAM
1022
Townsend Asset Management
North Carolina
$1.11M
ACA
1023
Atlas Capital Advisors
Wyoming
$1.1M
SC
1024
SummitTX Capital
Texas
$1.1M
BAAM
1025
Baker Avenue Asset Management
California
$1.1M