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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 %
ST
826
Smithfield Trust
Pennsylvania
$2.14M -$104K -469 -5%
HAG
827
HighPoint Advisor Group
Illinois
$2.13M +$22.8K +123 +1%
Koshinski Asset Management
828
Koshinski Asset Management
Illinois
$2.13M +$631K +2,859 +42%
CWMK
829
Caliber Wealth Management (Kansas)
Kansas
$2.12M +$2.12M +9,613 New
MCM
830
Manchester Capital Management
Vermont
$2.12M -$42K -190 -2%
QI
831
Qtron Investments
Massachusetts
$2.11M -$91K -412 -4%
GF
832
Gabelli Funds
New York
$2.11M -$989K -4,480 -32%
FFN
833
Focus Financial Network
Minnesota
$2.1M +$91.4K +414 +5%
S
834
SimplyRich
California
$2.08M – – –
MMA
835
Miracle Mile Advisors
California
$2.06M +$53.2K +241 +3%
UB
836
UMB Bank
Missouri
$2.05M +$57.9K +262 +3%
P
837
Pitcairn
Pennsylvania
$2.03M -$30.7K -139 -1%
CC
838
Centiva Capital
New York
$2M +$1.43M +6,458 +249%
FFA
839
Farther Finance Advisors
California
$1.99M +$313K +1,411 +19%
CPBTD
840
Central Pacific Bank - Trust Division
Hawaii
$1.99M -$201K -909 -9%
BCM
841
Brookstone Capital Management
Illinois
$1.98M +$36.4K +165 +2%
Optiver Holding
842
Optiver Holding
Netherlands
$1.98M +$1.98M +8,973 New
CA
843
Callahan Advisors
Texas
$1.97M -$11K -50 -0.6%
LC
844
Lindbrook Capital
California
$1.97M -$670K -3,033 -25%
SAM
845
Smartleaf Asset Management
Massachusetts
$1.96M -$6.27K -29 -0.3%
GCM
846
Greenland Capital Management
New York
$1.96M -$192K -870 -9%
FIB
847
First Interstate Bank
Montana
$1.96M -$66.9K -303 -3%
CAMG
848
CWA Asset Management Group
Florida
$1.95M +$850K +3,848 +77%
WF
849
Wayfinding Financial
Washington
$1.95M +$1.99K +9 +0.1%
KFI
850
Key Financial Inc
Pennsylvania
$1.95M – – –
32 33
34
35 36