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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 %
IWC
726
Integrated Wealth Concepts
Massachusetts
$3.21M +$8.17K +37 +0.3%
BC
727
Burney Company
Virginia
$3.17M -$111K -501 -3%
CC
728
Chicago Capital
Illinois
$3.13M +$1.28M +5,809 +69%
QCG
729
Quadrant Capital Group
Ohio
$3.12M +$1.66M +7,505 +113%
MIS
730
Morningstar Investment Services
Illinois
$3.12M -$4.3M -19,462 -58%
MM
731
Meridian Management
Arkansas
$3.11M -$3.64M -16,484 -54%
VAG
732
VisionPoint Advisory Group
Texas
$3.09M -$1.71M -7,745 -36%
BIM
733
Baldwin Investment Management
Pennsylvania
$3.07M -$66.2K -300 -2%
HCM
734
Howland Capital Management
Massachusetts
$3.06M +$14.1K +64 +0.5%
AAS
735
Ameritas Advisory Services
Nebraska
$3.06M -$165K -788 -5%
HIA
736
Harbor Investment Advisory
Maryland
$3.06M -$7.07K -32 -0.2%
Qube Research & Technologies (QRT)
737
Qube Research & Technologies (QRT)
United Kingdom
$3.05M +$3.05M +13,821 New
CWM
738
Congress Wealth Management
Massachusetts
$3.04M +$2.22M +10,027 +271%
TFS
739
Thoroughbred Financial Services
Tennessee
$3.03M +$37.5K +170 +1%
BIM
740
Bridges Investment Management
Nebraska
$3.01M -$705K -3,193 -19%
PFM
741
Patton Fund Management
Texas
$3M +$3M +13,575 New
BIA
742
Benchmark Investment Advisors
Illinois
$2.97M +$347K +1,570 +13%
HR
743
Hardy Reed
Mississippi
$2.96M – – –
MIM
744
MTM Investment Management
South Carolina
$2.96M +$4.22K +19 +0.1%
Fayez Sarofim & Co
745
Fayez Sarofim & Co
Texas
$2.95M -$44.2K -200 -1%
CFG
746
Citizens Financial Group
Rhode Island
$2.94M +$88.3K +400 +3%
S
747
SignatureFD
Georgia
$2.92M +$53.2K +241 +2%
CIG
748
Cullen Investment Group
Louisiana
$2.9M -$150K -678 -5%
CTC
749
Central Trust Company
Missouri
$2.89M -$326K -1,474 -10%
BAMCO Inc
750
BAMCO Inc
New York
$2.87M – – –
28 29
30
31 32