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
AF
1751
Atala Financial
California
$66.2K
IIM
1752
Intact Investment Management
Quebec, Canada
$66.2K
BIA
1753
Bell Investment Advisors
California
$63.2K
1M
1754
1248 Management
Missouri
$62.7K
SO
1755
Sierra Ocean
California
$58.7K
MAS
1756
MPWM Advisory Solutions
Georgia
$58.3K
NFSG
1757
Newbridge Financial Services Group
Florida
$57.4K
XC
1758
XY Capital
Hong Kong
$56.3K
WWM
1759
Wolff Wiese Magana
California
$55.4K
MMG
1760
Monetary Management Group
Missouri
$55.2K
MCA
1761
Midwest Capital Advisors
Michigan
$53.9K
RF
1762
Roxbury Financial
New Jersey
$53.7K
VIS
1763
Vega Investment Solutions
France
$52.1K
CWC
1764
Carolinas Wealth Consulting
North Carolina
$51.5K
SCB
1765
Saudi Central Bank
Saudi Arabia
$49.5K
PWMG
1766
Private Wealth Management Group
New Jersey
$49K
KSB
1767
Kennebec Savings Bank
Maine
$48.6K
KC
1768
Knuff & Co
California
$48.6K
CYG
1769
Clean Yield Group
Vermont
$47.3K
Loomis, Sayles & Company
1770
Loomis, Sayles & Company
Massachusetts
$46K
BCML
1771
BROADWATER CAPITAL MANAGEMENT LLC
Massachusetts
$44.2K
FDCP
1772
Foster Dykema Cabot & Partners
Massachusetts
$44.2K
MSWM
1773
Mowery & Schoenfeld Wealth Management
Illinois
$43.7K
SN
1774
Sittner & Nelson
Oregon
$42.4K
WAG
1775
Wiser Advisor Group
Arizona
$42K