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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
601
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.34M +$3.11M +14,079 +139%
WANY
602
Wealthspire Advisors (New York)
New York
$5.31M +$2.5M +11,323 +89%
CAL
603
Capital Analysts LLC
Pennsylvania
$5.25M +$174K +788 +3%
LF
604
Longbow Finance
Switzerland
$5.23M +$1.88M +8,532 +56%
RF
605
Robbins Farley
New Hampshire
$5.23M -$860K -3,896 -14%
JCM
606
Jag Capital Management
Missouri
$5.19M -$370K -1,674 -7%
IMCOOI
607
Investment Management Corp of Ontario (IMCO)
Canada
$5.19M +$5.19M +23,502 New
SIA
608
Soltis Investment Advisors
Utah
$5.18M +$577K +2,613 +13%
CPC
609
Consolidated Planning Corp
Georgia
$5.17M +$141K +639 +3%
AG
610
Ascent Group
Virginia
$5.14M -$971K -4,398 -16%
TWC
611
TD Waterhouse Canada
Ontario, Canada
$5.13M -$1.71M -7,726 -25%
KP
612
Keel Point
Alabama
$5.1M -$241K -1,092 -5%
HCA
613
Horan Capital Advisors
Ohio
$5.1M -$1M -4,551 -16%
BCM
614
Becker Capital Management
Oregon
$5.09M +$7.07K +32 +0.1%
FPW
615
Fairvoy Private Wealth
Alabama
$5.05M -$1.29M -5,861 -20%
ITIM
616
Indiana Trust & Investment Management
Indiana
$5.03M -$85K -385 -2%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$4.97M +$36.4K +165 +0.7%
BLC
618
Brown, Lisle/Cummings
Rhode Island
$4.91M +$21.6K +98 +0.4%
SI
619
Stephens Inc
Arkansas
$4.9M -$201K -912 -4%
IC
620
IEQ Capital
California
$4.88M -$2.14M -9,692 -30%
BCM
621
Birch Capital Management
Texas
$4.82M -$57.6K -261 -1%
FNA
622
First National Advisers
Nebraska
$4.81M -$83K -376 -2%
PCA
623
Peddock Capital Advisors
Massachusetts
$4.79M -$97.2K -440 -2%
CUAMC
624
China Universal Asset Management Company
China
$4.76M +$243K +1,100 +5%
WCA
625
Waratah Capital Advisors
Ontario, Canada
$4.76M +$4.76M +21,539 New
23 24
25
26 27