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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 %
AHC
801
Anderson Hoagland & Co
Missouri
$2.39M -$1.84M -9,421 -44%
FHA
802
First Horizon Advisors
Tennessee
$2.39M -$216K -980 -8%
AF
803
Aviso Financial
Ontario, Canada
$2.38M -$464K -2,099 -16%
CAG
804
Cypress Advisory Group
Arizona
$2.38M – – –
BF
805
BOK Financial
Oklahoma
$2.38M -$5.52K -25 -0.2%
RVM
806
Robinson Value Management
Texas
$2.38M -$1.59M -7,189 -40%
AF
807
Advisornet Financial
Minnesota
$2.37M +$1.77K +8 +0.1%
TCA
808
Transcend Capital Advisors
New Jersey
$2.36M +$891K +4,033 +61%
GLA
809
Great Lakes Advisors
Illinois
$2.35M -$40.6K -184 -2%
IIA
810
ICW Investment Advisors
Arizona
$2.35M +$17K +77 +0.7%
DSC
811
Duncker Streett & Co
Missouri
$2.32M -$81K -367 -3%
BEI
812
Benjamin Edwards Inc
Missouri
$2.32M -$18.6K -84 -0.8%
VRS
813
Virginia Retirement Systems
Virginia
$2.25M +$2.25M +10,200 New
ET
814
Equitable Trust
Tennessee
$2.25M +$1.99M +9,008 +761%
ETC
815
Exchange Traded Concepts
Oklahoma
$2.24M -$652K -2,952 -23%
EFG
816
Embree Financial Group
Illinois
$2.24M +$6.85K +31 +0.3%
Group One Trading
817
Group One Trading
Illinois
$2.23M -$5.13M -23,232 -70%
FWCM
818
Ferguson Wellman Capital Management
Oregon
$2.23M +$249K +1,126 +13%
MSA
819
MUFG Securities Americas
New York
$2.22M +$369K +1,672 +20%
JIC
820
Johnson Investment Counsel
Ohio
$2.19M +$18.8K +85 +0.9%
BHBT
821
Burke & Herbert Bank & Trust
Virginia
$2.17M -$668K -3,025 -24%
MBT
822
Montecito Bank & Trust
California
$2.17M +$7.95K +36 +0.4%
ACS
823
Archford Capital Strategies
Illinois
$2.15M +$167K +754 +8%
EW
824
Evoke Wealth
California
$2.15M +$81.3K +368 +4%
WS
825
Wedbush Securities
California
$2.15M -$82.8K -375 -4%
31 32
33
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