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
RS
1176
R Squared
Hong Kong
$724K
TCPW
1177
Twin City Private Wealth
North Carolina
$721K
MC
1178
Matisse Capital
Oregon
$717K
First Manhattan
1179
First Manhattan
New York
$714K
AWM
1180
Angeles Wealth Management
California
$713K
SFS
1181
Sowell Financial Services
Arkansas
$712K
OTPPB
1182
Ontario Teachers' Pension Plan Board
Ontario, Canada
$709K
RFW
1183
Rainier Family Wealth
Washington
$708K
PCMC
1184
Paragon Capital Management (Colorado)
Colorado
$707K
VCM
1185
Virtue Capital Management
Tennessee
$703K
AWA
1186
Aaron Wealth Advisors
Illinois
$703K
CWP
1187
Curated Wealth Partners
California
$703K
NGA
1188
Naples Global Advisors
Florida
$702K
LIM
1189
Leavell Investment Management
Alabama
$702K
PCM
1190
Pointe Capital Management
Michigan
$697K
TPW
1191
Talon Private Wealth
Florida
$695K
BAM
1192
Belpointe Asset Management
Nevada
$690K
GS
1193
GWN Securities
Florida
$687K
SB
1194
Simmons Bank
Arkansas
$687K
SW
1195
SkyOak Wealth
Michigan
$684K
RP
1196
Riverbridge Partners
Minnesota
$680K
FCP
1197
Fidelis Capital Partners
Florida
$679K
WIS
1198
Wright Investors Service
Connecticut
$678K
VAS
1199
Vestmark Advisory Solutions
Massachusetts
$674K
IC
1200
Iconiq Capital
California
$672K