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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 %
LJHT
676
Laurie J. Hall Trustee
$3.93M -$113K -510 -3%
Kayne Anderson Rudnick Investment Management
677
Kayne Anderson Rudnick Investment Management
California
$3.92M -$436K -1,974 -10%
Simplex Trading
678
Simplex Trading
Illinois
$3.9M -$5.9M -26,736 -60%
ANTB
679
AMG National Trust Bank
Colorado
$3.9M +$27.4K +124 +0.7%
VIM
680
Vinva Investment Management
Australia
$3.86M -$2.36M -10,898 -38%
CIG
681
CHB Investment Group
Pennsylvania
$3.84M -$35.8K -162 -0.9%
TMAM
682
Tokio Marine Asset Management
Japan
$3.84M +$108K +490 +3%
GI
683
GAMMA Investing
California
$3.82M -$53K -240 -1%
CCM
684
Coldstream Capital Management
Washington
$3.79M -$24.1K -109 -0.6%
CP
685
Clayton Partners
California
$3.78M -$2.26M -10,244 -37%
FB
686
Fulton Bank
Pennsylvania
$3.75M -$478K -2,166 -11%
PA
687
Pinnacle Associates
New York
$3.71M +$12.6K +57 +0.3%
BAM
688
Broyhill Asset Management
North Carolina
$3.7M -$1.22M -5,529 -25%
GCM
689
Genus Capital Management
British Columbia, Canada
$3.69M +$3.69M +16,707 New
AWM
690
Axxcess Wealth Management
California
$3.65M -$191K -865 -5%
CCM
691
Condor Capital Management
New Jersey
$3.64M -$93.4K -423 -2%
PIM
692
Penobscot Investment Management
Massachusetts
$3.64M -$160K -725 -4%
SSCM
693
Sovereign's Capital Management
Georgia
$3.64M -$106K -478 -3%
AWS
694
Atria Wealth Solutions
New York
$3.64M -$812K -3,677 -18%
KRSITF
695
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.64M +$1.62M +7,339 +80%
WMG
696
WESCAP Management Group
California
$3.61M – – –
YIH
697
Y-Intercept (HK)
Hong Kong
$3.59M +$3.59M +16,271 New
NSIM
698
North Star Investment Management
Illinois
$3.59M – – –
AWCI
699
Alpine Woods Capital Investors
New York
$3.58M -$39.7K -180 -1%
UW
700
Unique Wealth
Florida
$3.56M +$747K +3,384 +27%
26 27
28
29 30