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
AA
1576
Armis Advisers
Georgia
$255K
KWMG
1577
King Wealth Management Group
Florida
$255K
CAM
1578
Creekmur Asset Management
Illinois
$254K
TNB
1579
Thomasville National Bank
Georgia
$254K
QPWM
1580
Quadrant Private Wealth Management
Pennsylvania
$253K
AA
1581
Auxano Advisors
Washington
$253K
SIG
1582
Stonegate Investment Group
Alabama
$252K
JFA
1583
JNBA Financial Advisors
Minnesota
$251K
RIG
1584
RiverFront Investment Group
Virginia
$251K
WA1
1585
Wimmer Associates 1
California
$250K
OPWM
1586
Oregon Pacific Wealth Management
Oregon
$250K
ECM
1587
Eisler Capital Management
United Kingdom
$249K
NERM
1588
New England Research & Management
Illinois
$248K
WHCI
1589
W.H. Cornerstone Investments
Massachusetts
$248K
BSHC
1590
Breed's Hill Capital
Massachusetts
$248K
KV
1591
Kickstand Ventures
New York
$248K
BW
1592
Basepoint Wealth
Iowa
$247K
CA
1593
Capital Advantage
California
$247K
I
1594
INVST
Indiana
$247K
GIA
1595
Gateway Investment Advisers
Ohio
$246K
EAM
1596
Empirical Asset Management
Massachusetts
$245K
ESB
1597
Essex Savings Bank
Connecticut
$245K
WCM
1598
Wedge Capital Management
North Carolina
$244K
NRC
1599
New Republic Capital
North Carolina
$244K
CC
1600
Courier Capital
New York
$241K