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
GBT
1701
Grove Bank & Trust
Florida
$154K
TFIPS
1702
Towarzystwo Funduszy Inwestycyjnych PZU SA
$152K
LWANC
1703
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K
WSC
1704
Wellington Shields & Co
New York
$151K
TSMHT
1705
Thurston Springer Miller Herd & Titak
Indiana
$148K
FPB
1706
First PREMIER Bank
South Dakota
$145K
RP
1707
Rowlandmiller & Partners
Georgia
$144K
MCM
1708
MV Capital Management
Maryland
$138K
NC
1709
North Capital
Utah
$137K
RWM
1710
Rialto Wealth Management
New York
$134K
HCP
1711
Hexagon Capital Partners
Arkansas
$131K
C
1712
Covestor
United Kingdom
$130K
FP
1713
Financial Perspectives
Minnesota
$121K
CM
1714
Capula Management
Cayman Islands
$120K
WAM
1715
WFA Asset Management
Wisconsin
$114K
AP
1716
Atwood & Palmer
Missouri
$110K
GITFIT
1717
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$110K
AWM
1718
AllSquare Wealth Management
New York
$109K
TFGT
1719
TS Financial Group (TSFG)
Illinois
$104K
BC
1720
Bayforest Capital
United Kingdom
$96.5K
CAL
1721
Capital Advisors Ltd
Ohio
$93K
VNA
1722
Valley National Advisers
Pennsylvania
$92K
CBT
1723
Crews Bank & Trust
Florida
$90.3K
PGAM
1724
Princeton Global Asset Management
New Jersey
$88.3K
KB
1725
Kimelman & Baird
New York
$88.3K