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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 %
AWM
376
Apollon Wealth Management
South Carolina
$16.1M +$11.8M +53,310 +272%
HPCM
377
Hunter Perkins Capital Management
Illinois
$16.1M -$2.59M -11,727 -14%
WIA
378
World Investment Advisors
California
$16M +$2.1M +9,526 +15%
BPIM
379
Brant Point Investment Management
New York
$16M -$566K -2,563 -3%
PI
380
PGGM Investments
Netherlands
$15.9M – – –
NAM
381
Nissay Asset Management
Japan
$15.8M -$66.9K -303 -0.4%
SWK
382
Stephen W. Kidder
$15.8M -$694K -3,141 -4%
FDP
383
Financiere des Professionnels
Quebec, Canada
$15.5M -$394K -1,786 -2%
SCP
384
Steamboat Capital Partners
New York
$15.5M -$4.39M -19,879 -22%
MJP
385
Michael J. Puzo
$15.4M -$1.01M -4,565 -6%
VWM
386
Venturi Wealth Management
Texas
$15.4M -$1.54M -6,989 -9%
WC
387
Woodstock Corp
Massachusetts
$15.4M -$27.2K -123 -0.2%
BFA
388
Bragg Financial Advisors
North Carolina
$15.4M +$89K +403 +0.6%
Bank of Nova Scotia
389
Bank of Nova Scotia
Ontario, Canada
$15.4M -$4.9M -22,201 -24%
CWM
390
CIBC World Markets
New York
$15.2M -$4.73M -21,418 -24%
TC
391
TownSquare Capital
Utah
$15.1M +$3.23M +14,638 +27%
PFP
392
Pinnacle Financial Partners
Tennessee
$15M +$84.4K +382 +0.6%
CIA
393
CCM Investment Advisers
South Carolina
$15M -$2.75M -12,432 -15%
GVAG
394
Great Valley Advisor Group
Delaware
$15M -$2.18M -9,884 -13%
AAM
395
Advisors Asset Management
Colorado
$14.7M +$791K +3,583 +6%
MOACM
396
Mutual of America Capital Management
New York
$14.6M -$440K -1,992 -3%
PAM
397
Panagora Asset Management
Massachusetts
$14.6M -$100K -454 -0.7%
BG
398
Bahl & Gaynor
Ohio
$14.6M -$16.1K -73 -0.1%
Mirae Asset Global Investments
399
Mirae Asset Global Investments
South Korea
$14.5M +$8.54M +87,688 +143%
VPIM
400
Vanguard Personalized Indexing Management
California
$14.4M +$2.08M +9,406 +17%
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