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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 %
MIP
451
Marietta Investment Partners
Wisconsin
$10.6M +$194K +879 +2%
WP
452
Woodline Partners
California
$10.6M +$3.07M +13,899 +41%
Susquehanna International Group
453
Susquehanna International Group
Pennsylvania
$10.6M -$41.8M -189,448 -80%
PKC
454
Palmer Knight Company
Florida
$10.5M -$167K -754 -2%
CCM
455
Carderock Capital Management
Maryland
$10.5M -$889K -4,027 -8%
TSS
456
Thomas Story & Son
Indiana
$10.5M +$337K +1,527 +3%
FNT
457
First National Trust
Pennsylvania
$10.5M -$252K -1,141 -2%
OC
458
Oarsman Capital
Wisconsin
$10.4M -$45K -204 -0.4%
CCM
459
Carmel Capital Management
California
$10.3M – – –
MC
460
Middleton & Co
Massachusetts
$10.3M -$1.48M -6,693 -13%
ACM
461
Ayrshire Capital Management
Connecticut
$10.2M -$112K -509 -1%
MKC
462
M. Kraus & Co
Vermont
$10.2M -$44.4K -201 -0.4%
AFWM
463
AMJ Financial Wealth Management
Virginia
$10.1M -$64.5K -292 -0.6%
SIM
464
Seaview Investment Managers
Florida
$10.1M +$10.1M +45,704 New
MSU
465
Mizuho Securities USA
New York
$10.1M -$1.85M -8,368 -16%
KAS
466
Kestra Advisory Services
Texas
$9.95M -$19.2K -87 -0.2%
BCM
467
Brooktree Capital Management
Michigan
$9.82M -$972K -4,400 -9%
WorldQuant Millennium Advisors
468
WorldQuant Millennium Advisors
New York
$9.81M +$9.22M +41,736 +1,547%
NIM
469
NEOS Investment Management
Connecticut
$9.76M +$1.74M +7,889 +22%
RAM
470
Redmond Asset Management
Virginia
$9.74M -$24.5K -111 -0.3%
HPC
471
HM Payson & Co
Maine
$9.65M -$46.8K -212 -0.5%
HBT
472
Hills Bank & Trust
Iowa
$9.6M -$446K -2,021 -4%
MWM
473
Moran Wealth Management
Florida
$9.59M +$9.59M +43,428 New
OIA
474
OneDigital Investment Advisors
Kansas
$9.5M +$3.19M +14,458 +51%
HR
475
Howe & Rusling
New York
$9.5M +$373K +1,690 +4%
17 18
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