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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 %
CAC
501
Core Alternative Capital
Georgia
$8.48M -$1.91M -8,671 -18%
JGUA
502
John G. Ullman & Associates
New York
$8.44M -$71.3K -323 -0.8%
HWM
503
HB Wealth Management
Georgia
$8.42M +$2.06M +9,332 +32%
NRG
504
Nemes Rush Group
Michigan
$8.41M +$514K +2,329 +7%
GIM
505
Generate Investment Management
New Zealand
$8.39M -$17M -76,768 -67%
PAMG
506
Patton Albertson Miller Group
Tennessee
$8.36M -$2.1M -9,532 -20%
MS
507
Marshall & Sullivan
Washington
$8.29M -$535K -2,423 -6%
VCA
508
Verdence Capital Advisors
Maryland
$8.25M -$1.07M -4,845 -11%
CCG
509
Cloverfields Capital Group
Minnesota
$8.24M -$678K -3,071 -8%
NIM
510
Nicollet Investment Management
Minnesota
$8.18M +$645K +2,919 +9%
TIM
511
Thompson Investment Management
Wisconsin
$8.16M -$968K -4,382 -11%
FT
512
Fiduciary Trust
Massachusetts
$8.05M +$1.61M +7,289 +25%
SWM
513
Spire Wealth Management
Virginia
$8.03M -$1.14M -5,178 -12%
NME
514
Notis-McConarty Edward
$8.02M -$314K -1,420 -4%
GC
515
Guggenheim Capital
Illinois
$7.85M -$466K -2,110 -6%
MCM
516
MAI Capital Management
Ohio
$7.84M -$235K -1,063 -3%
EFM
517
Eley Financial Management
Vermont
$7.82M -$132K -595 -2%
VHMC
518
Value Holdings Management Company
New York
$7.73M – – –
HIMCH
519
Hartford Investment Management Co (HIMCO)
Connecticut
$7.67M -$106K -481 -1%
AIM
520
Anchor Investment Management
South Carolina
$7.63M -$10.8K -49 -0.1%
DDC
521
DF Dent & Co
Maryland
$7.52M -$113K -510 -1%
AI
522
AdvisorShares Investments
Maryland
$7.51M -$69.9K -315 -0.9%
DLCIG
523
D.L. Carlson Investment Group
New Hampshire
$7.5M -$226K -1,025 -3%
NC
524
NewSquare Capital
Pennsylvania
$7.49M +$225K +1,019 +3%
BBI
525
Baxter Bros Inc
Connecticut
$7.48M -$127K -573 -2%
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