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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 %
KA
776
Kovack Advisors
Florida
$2.67M -$5.52K -25 -0.2%
BFA
777
Buttonwood Financial Advisors
Maryland
$2.67M -$63.2K -286 -2%
CCA
778
Covey Capital Advisors
Georgia
$2.67M +$19.9K +90 +0.8%
BOC
779
Barbara Oil Co
Illinois
$2.65M – – –
Citadel Advisors
780
Citadel Advisors
Florida
$2.64M -$92.4M -418,512 -97%
WP
781
WealthShield Partners
North Carolina
$2.61M +$81K +367 +3%
TCM
782
Twin Capital Management
Pennsylvania
$2.59M -$13K -59 -0.5%
HI
783
Harbour Investments
Wisconsin
$2.58M -$19.9K -90 -0.8%
WCA
784
Westover Capital Advisors
Delaware
$2.58M +$574K +2,601 +29%
JFGIW
785
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.57M -$93.4K -423 -4%
NS
786
NBC Securities
Alabama
$2.56M +$2.56M +11,588 +105,345%
DWM
787
Dakota Wealth Management
Florida
$2.55M -$314K -1,422 -11%
FFO
788
Fiduciary Family Office
Florida
$2.55M +$2.55M +11,536 New
JCM
789
Jacobi Capital Management
Pennsylvania
$2.51M +$60.3K +273 +2%
AI
790
Arvest Investments
Arkansas
$2.5M -$34.2K -155 -1%
EH
791
Equitable Holdings
New York
$2.48M +$513K +2,322 +26%
CIC
792
Chilton Investment Company
Connecticut
$2.47M -$61.2K -277 -2%
AWC
793
Abundance Wealth Counselors
Pennsylvania
$2.45M +$40.2K +185 +2%
KIA
794
Knollwood Investment Advisory
Maryland
$2.44M – – –
AB
795
ANB Bank
Colorado
$2.44M -$16.6K -75 -0.7%
SWMG
796
Signature Wealth Management Group
Georgia
$2.43M -$92.5K -419 -4%
BJL
797
Brighton Jones LLC
Washington
$2.43M +$1.49M +6,761 +159%
MSFS
798
Main Street Financial Solutions
Pennsylvania
$2.41M +$15.7K +71 +0.7%
VA
799
VestGen Advisors
Illinois
$2.41M +$2.41M +10,922 New
BS
800
Banco Santander
Spain
$2.4M +$2.4M +10,855 New
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