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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 %
CAM
751
Cresset Asset Management
Illinois
$2.87M +$117K +531 +4%
USAA
752
United Services Automobile Association
Texas
$2.85M – – –
HIP
753
Harrell Investment Partners
Texas
$2.84M -$324K -1,469 -10%
MOS
754
MGO One Seven
Ohio
$2.83M -$642K -2,908 -18%
IAA
755
Independent Advisor Alliance
North Carolina
$2.83M +$225K +1,020 +9%
AIIMS
756
Analyst IMS Investment Management Services
Israel
$2.82M – – –
CIA
757
Concurrent Investment Advisors
Florida
$2.82M +$101K +459 +4%
MPPLM
758
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.81M +$36.9K +167 +1%
ST
759
Sabal Trust
Florida
$2.79M -$3.75K -17 -0.1%
CFCI
760
Comprehensive Financial Consultants Institutional
Indiana
$2.79M -$71.3K -323 -2%
JHCP
761
Jackson Hole Capital Partners
Oklahoma
$2.79M +$43.1K +195 +2%
NDSI
762
Newman Dignan & Sheerar Inc
Rhode Island
$2.76M -$78.4K -355 -3%
GIS
763
Graphene Investments SAS
France
$2.76M -$486K -2,200 -15%
Boston Partners
764
Boston Partners
Massachusetts
$2.76M +$1.33M +6,020 +93%
D.E. Shaw & Co
765
D.E. Shaw & Co
New York
$2.76M -$17.1M -77,212 -86%
LA
766
Legacy Advisors
Pennsylvania
$2.75M +$400K +1,810 +17%
WBC
767
Westpac Banking Corp
Australia
$2.75M +$1.53M +6,927 +125%
TIAA Trust, National Association
768
TIAA Trust, National Association
North Carolina
$2.74M -$337K -1,527 -11%
SC
769
Sawyer & Company
Massachusetts
$2.73M -$42.8K -194 -2%
VSQM
770
V-Square Quantitative Management
Illinois
$2.73M +$147K +666 +6%
PAM
771
Palisade Asset Management
Minnesota
$2.73M +$22.7K +103 +0.8%
AAS
772
Annex Advisory Services
Wisconsin
$2.72M -$19K -86 -0.7%
PCA
773
Private Capital Advisors
Connecticut
$2.71M – – –
MYAM
774
Meiji Yasuda Asset Management
Japan
$2.7M +$175K +794 +7%
TAM
775
Trillium Asset Management
Massachusetts
$2.68M +$2.4M +10,887 +867%
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