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
SIG
1026
Sky Investment Group
Connecticut
$1.1M
SFA
1027
Semmax Financial Advisors
North Carolina
$1.1M
SCA
1028
Sandy Cove Advisors
Massachusetts
$1.1M
BTI
1029
Blue Trust Inc
Georgia
$1.1M
GAG
1030
GM Advisory Group
New York
$1.09M
HH
1031
Hilltop Holdings
Texas
$1.08M
CBUSF
1032
Construction & Building Unions Superannuation Fund
Australia
$1.08M
NCM
1033
Neumann Capital Management
California
$1.08M
NB
1034
Nicolet Bankshares
Wisconsin
$1.08M
BFG
1035
Beacon Financial Group
Texas
$1.07M
GI
1036
GAMCO Investors
Connecticut
$1.07M
UFF
1037
USA Financial Formulas
Michigan
$1.07M
WIA
1038
Westbourne Investment Advisors
Maryland
$1.06M
HCM
1039
Hilton Capital Management
New York
$1.06M
CIA
1040
Cape Investment Advisory
Georgia
$1.06M
MWM
1041
Meridian Wealth Management
Kentucky
$1.06M
CI
1042
Conning Inc
Connecticut
$1.05M
PWP
1043
Principle Wealth Partners
Connecticut
$1.05M
WAS
1044
WESPAC Advisors SoCal
California
$1.05M
IA
1045
IFC Advisors
California
$1.04M
OWA
1046
One Wealth Advisors
California
$1.04M
AI
1047
Ariel Investments
Illinois
$1.04M
1SB
1048
1ST Source Bank
Indiana
$1.04M
CA
1049
Commerzbank Aktiengesellschaft
Germany
$1.04M
JAG
1050
Journey Advisory Group
Kentucky
$1.04M