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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 %
MGP
576
Metis Global Partners
California
$6M +$867K +3,928 +17%
ASN
577
Advisory Services Network
Georgia
$5.98M +$63.4K +287 +1%
CCT
578
Capital City Trust
Florida
$5.94M -$217K -981 -4%
MWA
579
Meridian Wealth Advisors
Texas
$5.93M +$231K +1,046 +4%
SC
580
SouthState Corp
Florida
$5.93M +$36.2K +164 +0.6%
IIM
581
INTECH Investment Management
Florida
$5.91M -$2.76M -12,484 -32%
GL
582
Graypoint LLC
New York
$5.88M -$21.2K -96 -0.4%
NMERB
583
New Mexico Educational Retirement Board
New Mexico
$5.88M -$177K -800 -3%
NED
584
Nancy E. Dempze
$5.87M -$150K -681 -2%
MCM
585
Maytus Capital Management
New York
$5.86M +$3.88M +17,548 +195%
FWM
586
FFT Wealth Management
Pennsylvania
$5.85M -$53.4K -242 -0.9%
MSRPS
587
Maryland State Retirement & Pension System
Maryland
$5.85M -$902K -4,084 -13%
NA
588
NewEdge Advisors
Louisiana
$5.77M +$493K +2,233 +9%
CFO
589
Callan Family Office
Pennsylvania
$5.7M -$515K -2,331 -8%
CLGM
590
Capitolis Liquid Global Markets
New York
$5.69M -$530K -2,400 -9%
AWM
591
Avior Wealth Management
Nebraska
$5.68M -$167K -757 -3%
AAS
592
Avantax Advisory Services
Texas
$5.66M +$312K +1,411 +6%
PS
593
Principal Securities
Iowa
$5.61M – – –
CEI
594
Clark Estates Inc
New York
$5.59M -$6.62M -30,000 -54%
FFBTD
595
First Financial Bank - Trust Division
Ohio
$5.59M +$30.5K +138 +0.5%
EOJOAM
596
E. Ohman J:or Asset Management
Sweden
$5.55M -$212K -960 -4%
PGDP
597
Pragma Gestao de Patrimonio
Brazil
$5.52M +$5.52M +25,000 New
WCM
598
Wisconsin Capital Management
Wisconsin
$5.46M +$753K +3,412 +16%
HIS
599
Horizon Investment Services
Indiana
$5.43M +$99.6K +451 +2%
CB
600
Cadence Bank
Mississippi
$5.38M -$167K -757 -3%
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