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
GA
1901
GoalVest Advisory
New York
$1.1K
BMC
1902
Bear Mountain Capital
Washington
$926
HIA
1903
HFM Investment Advisors
New Jersey
$884
WOC
1904
West Oak Capital
California
$883
RCM
1905
Richardson Capital Management
Wisconsin
$662
IWM
1906
Inlight Wealth Management
Georgia
$662
WTFG
1907
Wood Tarver Financial Group
Idaho
$442
HHGA
1908
Halbert Hargrove Global Advisors
California
$221
Norges Bank
1909
Norges Bank
Norway
MIHAS
1910
Maj Invest Holding A/S
Denmark
Marshall Wace
1911
Marshall Wace
United Kingdom
Point72 Asset Management
1912
Point72 Asset Management
Connecticut
RC
1913
Rivulet Capital
New Jersey
VVP
1914
Vulcan Value Partners
Alabama
PAMP
1915
Polar Asset Management Partners
Ontario, Canada
SM
1916
Sunriver Management
Connecticut
ECM
1917
Engle Capital Management
Connecticut
Connor, Clark & Lunn Investment Management (CC&L)
1918
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
EMPI
1919
Elo Mutual Pension Insurance
Finland
FHB
1920
First Hawaiian Bank
Hawaii
HF
1921
HRT Financial
New York
QC
1922
Quadrature Capital
United Kingdom
MSE
1923
MUFG Securities EMEA
United Kingdom
MAA
1924
Matrix Asset Advisors
New York
GP
1925
Geneva Partners
Wisconsin