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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 %
ACM
701
Argyle Capital Management
Pennsylvania
$3.53M – – –
SC
702
Scotia Capital
Ontario, Canada
$3.51M -$80.8K -366 -2%
FCM
703
Fairbanks Capital Management
California
$3.49M -$39.3K -178 -1%
MAS
704
Meeder Advisory Services
Ohio
$3.47M +$179K +809 +5%
ADMI
705
Albert D. Mason Inc
Massachusetts
$3.45M -$122K -554 -3%
RFN
706
RDA Financial Network
Iowa
$3.45M +$145K +658 +4%
ALMGDA
707
AG2R La Mondiale Gestion d'Actifs
France
$3.45M +$3.45M +21,166 New
DC
708
Davenport & Co
Virginia
$3.43M +$284K +1,286 +9%
EWA
709
EP Wealth Advisors
California
$3.43M +$653K +2,958 +24%
ATPW
710
Ashton Thomas Private Wealth
Arizona
$3.43M -$564K -2,554 -14%
SCM
711
Sterling Capital Management
North Carolina
$3.41M -$806K -3,651 -19%
KCM
712
Kendall Capital Management
Maryland
$3.4M +$76.2K +345 +2%
SWP
713
Sagespring Wealth Partners
Tennessee
$3.38M +$579K +2,621 +21%
CHC
714
City Holding Co
West Virginia
$3.38M +$130K +590 +4%
TRCT
715
Tower Research Capital (TRC)
New York
$3.34M -$3.14M -14,488 -48%
SCM
716
Soros Capital Management
New York
$3.33M -$6.5M -29,432 -66%
Envestnet Portfolio Solutions
717
Envestnet Portfolio Solutions
Illinois
$3.32M -$4.19M -18,954 -56%
AC
718
Asio Capital
Kentucky
$3.3M +$63.8K +289 +2%
DCM
719
Davidson Capital Management
Texas
$3.28M -$1.15M -5,230 -26%
EHWM
720
Eads & Heald Wealth Management
Georgia
$3.28M -$380K -1,722 -10%
DCM
721
Decatur Capital Management
Georgia
$3.28M +$6.63K +30 +0.2%
RC
722
Roundview Capital
New Jersey
$3.27M -$4.86K -22 -0.1%
GCM
723
Graham Capital Management
Connecticut
$3.25M +$3.25M +14,739 New
GT
724
Greenleaf Trust
Michigan
$3.25M +$173K +782 +6%
OAM
725
Ostrum Asset Management
France
$3.23M -$757K -3,426 -19%
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