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Fiserv
FI

Overview Fund Activity

1,904 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 625 increasing their positions, 820 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
+30
Holders Change %
+1.6%
% of All Funds
25.86%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
1.81%
New
165
Increased
625
Reduced
820
Closed
103
Calls
$517M
Puts
$331M
Net Calls
+$187M
Net Calls Change
+$264M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.49B
2
GQG Partners
GQG Partners
Florida
+$266M
3
Holocene Advisors
Holocene Advisors
New York
+$188M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$186M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$149M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$751M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$580M
3
Sanders Capital
Sanders Capital
Florida
-$521M
4
Dodge & Cox
Dodge & Cox
California
-$354M
5
Capital World Investors
Capital World Investors
California
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
351
Penserra Capital Management
California
$18.2M -$2.97M -13,429 -14%
SFA
352
Sequoia Financial Advisors
Ohio
$18.1M +$3.79M +17,152 +26%
Walleye Trading
353
Walleye Trading
New York
$18.1M -$3.14M -14,238 -15%
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$17.9M -$276K -1,250 -2%
DA
355
Dillon & Associates
Michigan
$17.9M +$1.16M +5,256 +7%
BWP
356
Baldwin Wealth Partners
Massachusetts
$17.8M -$606K -2,742 -3%
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5M -$1.17M -5,307 -6%
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$17.3M +$1.44M +6,516 +9%
EWM
359
Empirical Wealth Management
Washington
$17.3M +$15.5M +70,179 +871%
GWM
360
GDS Wealth Management
Texas
$17.3M +$496K +2,248 +3%
HighTower Advisors
361
HighTower Advisors
Illinois
$17.1M +$837K +3,790 +5%
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$17.1M -$1.98M -8,958 -10%
YCM
363
Yousif Capital Management
Michigan
$17M -$536K -2,426 -3%
SOADOR
364
State of Alaska Department of Revenue
Alaska
$16.9M +$396K +1,795 +2%
IGAM
365
iA Global Asset Management
Quebec, Canada
$16.8M +$1.18M +5,322 +8%
LCM
366
Logan Capital Management
Pennsylvania
$16.7M -$1.1M -4,960 -6%
Public Employees Retirement Association of Colorado
367
Public Employees Retirement Association of Colorado
Colorado
$16.6M -$484K -2,193 -3%
AC
368
Addenda Capital
Quebec, Canada
$16.5M -$109K -492 -0.7%
GAM
369
Gotham Asset Management
New York
$16.5M +$841K +3,809 +5%
Federated Hermes
370
Federated Hermes
Pennsylvania
$16.4M -$5.21M -23,585 -24%
ROC
371
Running Oak Capital
Minnesota
$16.2M -$1.08M -4,897 -6%
B
372
Bellecapital
Switzerland
$16.2M -$420K -1,902 -3%
BCIM
373
Black Creek Investment Management
Ontario, Canada
$16.2M +$2.63M +11,889 +19%
RBC
374
Romano Brothers & Co
Illinois
$16.2M -$163K -737 -1%
PA
375
Perennial Advisors
New York
$16.1M -$430K -1,945 -3%
13 14
15
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