1,908 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 166 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
1,908
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
NG
1551
Norden Group
Utah
$269K
BCM
1552
Birmingham Capital Management
Alabama
$268K
Fisher Asset Management
1553
Fisher Asset Management
Washington
$266K
RIL
1554
Rothschild Investment LLC
Illinois
$265K
BWG
1555
Boomfish Wealth Group
Georgia
$265K
CGA
1556
Compound Global Advisors
Washington
$265K
SNB
1557
Security National Bank
Nebraska
$265K
PWW
1558
Pettyjohn Wood & White
Virginia
$265K
CSI
1559
Cross Staff Investments
New York
$265K
SCA
1560
Sulzberger Capital Advisors
Florida
$265K
WSCM
1561
Wellington Shields Capital Management
New York
$265K
RPSA
1562
Richard P. Slaughter Associates
Texas
$265K
AC
1563
Apella Capital
Connecticut
$264K
BBP
1564
Banco BTG Pactual
Brazil
$263K
SIM
1565
Stratos Investment Management
Ohio
$262K
LI
1566
LRI Investments
Florida
$261K
SMA
1567
Seven Mile Advisory
New Jersey
$260K
M
1568
MYeCFO
California
$259K
FFA
1569
Founders Financial Alliance
North Carolina
$258K
WB
1570
West Bancorporation
Iowa
$258K
EI
1571
eCIO Inc
Wisconsin
$258K
CCA
1572
Catalyst Capital Advisors
New York
$257K
VWM
1573
Vigilare Wealth Management
Arizona
$256K
AIP
1574
Arrowpoint Investment Partners
Singapore
$256K
FA
1575
FDx Advisors
Illinois
$256K