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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 %
PAS
626
Park Avenue Securities
New York
$4.75M +$253K +1,147 +6%
CA
627
Cornerstone Advisors
North Carolina
$4.75M – – –
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$4.73M -$212K -962 -4%
OAC
629
OMERS Administration Corp
Ontario, Canada
$4.72M -$1.87M -8,451 -28%
P
630
&Partners
Tennessee
$4.7M +$1.1M +5,134 +31%
AIM
631
AMI Investment Management
Indiana
$4.69M -$278K -1,258 -6%
MC
632
Moors & Cabot
Massachusetts
$4.67M -$132K -597 -3%
MWM
633
Mission Wealth Management
California
$4.66M +$105K +474 +2%
RSWM
634
Robertson Stephens Wealth Management
California
$4.63M -$214K -971 -4%
OBAM
635
ODDO BHF Asset Management
France
$4.61M +$2.67M +12,104 +138%
TCOO
636
Trust Company of Oklahoma
Oklahoma
$4.61M -$202K -913 -4%
OIAM
637
OFI Invest Asset Management
France
$4.61M -$184K -898 -4%
MGP
638
M&G plc
United Kingdom
$4.58M -$5.2M -23,519 -53%
EF
639
Empirical Finance
Pennsylvania
$4.57M +$63.6K +288 +1%
SFI
640
Siemens Fonds Invest
Germany
$4.55M +$33.8K +153 +0.7%
DILIC
641
Dai-ichi Life Insurance Company
Japan
$4.53M – – –
SLI
642
Sumitomo Life Insurance
Japan
$4.53M -$42K -190 -0.9%
LOAMS
643
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.52M -$403K -1,826 -8%
CIS
644
Capital International Sarl
California
$4.5M +$1.45M +6,560 +47%
MFG
645
Merit Financial Group
Georgia
$4.47M +$100K +454 +2%
LG
646
LaFleur & Godfrey
Michigan
$4.47M +$469K +2,123 +12%
VanEck Associates
647
VanEck Associates
New York
$4.46M -$558K -2,527 -11%
TPCW
648
TD Private Client Wealth
New York
$4.45M +$3.47M +15,727 +354%
PIM
649
Plato Investment Management
Australia
$4.45M -$1.21M -5,438 -21%
KA
650
KLCM Advisors
Wisconsin
$4.44M – – –
24 25
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