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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 %
LOAME
426
Lombard Odier Asset Management (Europe)
United Kingdom
$12M +$4.74M +21,442 +65%
AI
427
Atria Investments
North Carolina
$11.9M +$884K +4,005 +8%
BPWM
428
Badgley Phelps Wealth Managers
Washington
$11.9M +$1.97M +8,942 +20%
DT
429
Diversified Trust
Tennessee
$11.8M -$2.04M -9,248 -15%
LAI
430
Legal Advantage Investments
California
$11.8M -$110K -500 -0.9%
UBP
431
Union Bancaire Privee
Switzerland
$11.7M -$95K -459 -0.8%
BIG
432
Builder Investment Group
Georgia
$11.7M -$69.3K -314 -0.6%
FGP
433
Freestone Grove Partners
California
$11.5M +$10.8M +48,947 +1,472%
CAU
434
Caxton Associates (UK)
$11.5M +$11.5M +52,239 New
LCM
435
Liberty Capital Management
Michigan
$11.4M -$78.2K -354 -0.7%
TPSF
436
Texas Permanent School Fund
Texas
$11.4M +$11.4M +61,530 New
CFB
437
Cullen/Frost Bankers
Texas
$11.3M +$6.98M +31,619 +162%
RIM
438
Rakuten Investment Management
Japan
$11.2M +$11.2M +52,000 New
A
439
AustralianSuper
Australia
$11.2M +$8.76M +39,684 +366%
BCM
440
BTC Capital Management
Iowa
$11.1M -$86.1K -390 -0.8%
CAM
441
Cozad Asset Management
Illinois
$11.1M -$1.14M -5,166 -9%
SAM
442
Silvercrest Asset Management
New York
$11M +$507K +2,296 +5%
LS
443
Livforsakringsbolaget Skandia
Sweden
$11M +$5.98M +27,100 +120%
SF
444
Synovus Financial
Georgia
$11M -$1.75M -7,927 -14%
PI
445
PineBridge Investments
New York
$11M -$8.38M -37,942 -43%
BAM
446
Bell Asset Management
Australia
$10.9M -$5.73M -25,957 -34%
SAM
447
Smithbridge Asset Management
Pennsylvania
$10.8M +$10.8M +49,131 New
CIM
448
Contravisory Investment Management
Massachusetts
$10.8M -$406K -1,839 -4%
OPERF
449
Oregon Public Employees Retirement Fund
Oregon
$10.8M +$34K +154 +0.3%
CGH
450
Crossmark Global Holdings
Texas
$10.7M +$2.86M +12,969 +36%
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