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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 %
BFG
651
Bleakley Financial Group
New Jersey
$4.44M +$110K +500 +3%
WSFS
652
Wilmington Savings Fund Society
Delaware
$4.44M +$345K +1,564 +8%
IRAG
653
Investment Research & Advisory Group
Georgia
$4.43M +$22.5K +102 +0.5%
APIM
654
Agate Pass Investment Management
Washington
$4.4M -$321K -1,452 -7%
ACI
655
Alpha Cubed Investments
California
$4.37M -$116K -524 -3%
ECM
656
Everence Capital Management
Indiana
$4.36M – – –
AC
657
Allstate Corporation
Illinois
$4.35M +$551K +2,495 +14%
SCM
658
Sandler Capital Management
New York
$4.3M -$3.04M -13,755 -41%
CCM
659
Cox Capital Management
Massachusetts
$4.29M -$111K -503 -3%
ARC
660
Advisor Resource Council
Texas
$4.28M +$4.28M +21,104 New
AEPWM
661
Atlantic Edge Private Wealth Management
Florida
$4.23M -$6.63K -30 -0.2%
OCM
662
Olstein Capital Management
New York
$4.2M – – –
CNAM
663
Campbell Newman Asset Management
Wisconsin
$4.19M -$130K -588 -3%
PWM
664
Palumbo Wealth Management
New York
$4.19M +$573K +2,596 +16%
CIC
665
Chase Investment Counsel
Virginia
$4.19M +$4.19M +18,956 New
KTM
666
Keeler Thomas Management
Utah
$4.11M -$1.32M -5,993 -24%
SWM
667
Salvus Wealth Management
New Jersey
$4.08M +$650K +2,943 +19%
BG
668
BDF Gestion
France
$4.06M – – –
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
$4.05M -$1.02M -4,617 -20%
TFA
670
Trinity Financial Advisors
Ohio
$4.02M -$105K -482 -3%
NMIMC
671
Northwestern Mutual Investment Management Company
Wisconsin
$4M +$6.63K +30 +0.2%
BFG
672
Berger Financial Group
Minnesota
$3.98M +$11.7K +53 +0.3%
BCV
673
Banque Cantonale Vaudoise
Switzerland
$3.94M +$3.94M +17,829 New
EIG
674
Ellenbecker Investment Group
Wisconsin
$3.93M -$36K -163 -0.9%
BMM
675
Buffington Mohr McNeal
Idaho
$3.93M -$2.76M -12,503 -41%
25 26
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