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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 %
NP
526
Nilsine Partners
Colorado
$7.46M -$7.07K -32 -0.1%
Lido Advisors
527
Lido Advisors
California
$7.43M +$1,000K +4,527 +16%
GWM
528
Graybill Wealth Management
Illinois
$7.32M +$7.32M +33,128 New
CWM
529
Compass Wealth Management
Connecticut
$7.27M -$229K -1,035 -3%
GT
530
Glenview Trust
Kentucky
$7.24M -$126K -570 -2%
GIBU
531
Gulf International Bank (UK)
United Kingdom
$7.2M -$3.15M -14,253 -30%
ATC
532
Argent Trust Co
Tennessee
$7.18M +$87.7K +397 +1%
QCM
533
Qsemble Capital Management
New York
$7.16M +$7.16M +32,440 New
RMCM
534
Reynders McVeigh Capital Management
Massachusetts
$7.16M -$379K -1,716 -5%
BCM
535
Buckhead Capital Management
Georgia
$7.15M -$741K -3,355 -9%
BDL
536
Bey-Douglas LLC
Georgia
$7.13M -$61.2K -277 -0.9%
BSA
537
Bull Street Advisors
Georgia
$7.07M -$35.3K -160 -0.5%
BFM
538
Boothbay Fund Management
New York
$7.04M +$7.04M +31,863 New
GHAM
539
Gilman Hill Asset Management
Connecticut
$7.01M -$747K -3,383 -10%
CG
540
Caprock Group
Idaho
$6.99M +$3.74M +16,924 +115%
TIA
541
Tandem Investment Advisors
South Carolina
$6.99M -$1.87M -8,488 -21%
PGCM
542
Prescott Group Capital Management
Oklahoma
$6.97M – – –
SAM
543
Selway Asset Management
$6.95M -$707K -3,200 -9%
FWTB
544
First Western Trust Bank
Colorado
$6.91M -$561K -2,542 -8%
FC
545
FORA Capital
Florida
$6.9M +$6.9M +31,242 New
NAAA
546
New Age Alpha Advisors
New York
$6.89M +$3.03M +13,706 +78%
VI
547
Vestcor Inc
New Brunswick, Canada
$6.86M +$2.31M +10,460 +51%
SRC
548
Stone Run Capital
New York
$6.84M -$28.7K -130 -0.4%
BMSSC
549
B. Metzler seel. Sohn & Co
Germany
$6.78M -$154K -699 -2%
PAG
550
Private Advisor Group
New Jersey
$6.77M +$66K +299 +1%
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