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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 %
SPC
851
Sigma Planning Corp
Michigan
$1.95M +$947K +4,288 +95%
OL
852
Owen LaRue
Kentucky
$1.94M +$36K +163 +2%
GI
853
GLOBALT Investments
Georgia
$1.93M -$852K -3,859 -31%
CW
854
CreativeOne Wealth
Kansas
$1.93M -$354K -1,604 -16%
CP
855
CenterBook Partners
Connecticut
$1.92M -$2.09M -9,459 -52%
FCH
856
Freestone Capital Holdings
Washington
$1.91M +$6.63K +30 +0.3%
MGIA
857
Moneta Group Investment Advisors
Missouri
$1.9M -$40.2K -182 -2%
APG
858
Abacus Planning Group
South Carolina
$1.89M +$44.6K +202 +2%
Twin Tree Management
859
Twin Tree Management
Texas
$1.89M +$1.89M +8,552 New
BP
860
Ballentine Partners
Massachusetts
$1.88M +$117K +529 +7%
BCM
861
Bayesian Capital Management
New York
$1.87M +$1.87M +8,479 New
GIP
862
Granite Investment Partners
California
$1.86M – – –
CFG
863
Cooper Financial Group
California
$1.86M +$33.6K +152 +2%
CF
864
Convergence Financial
Missouri
$1.85M +$75.7K +343 +4%
BC
865
Bowman & Company
Wisconsin
$1.85M +$101K +459 +6%
I
866
InceptionR
California
$1.85M +$1.07M +4,853 +138%
FRA
867
Frank Rimerman Advisors
California
$1.84M -$128K -578 -6%
BIG
868
Brooklyn Investment Group
New York
$1.84M +$863K +3,908 +89%
IIA
869
Integral Investment Advisors
California
$1.84M -$8.17K -37 -0.4%
FLPIM
870
F.L. Putnam Investment Management
Massachusetts
$1.84M +$38K +172 +2%
BBHC
871
Brown Brothers Harriman & Co
New York
$1.83M -$81.7K -370 -4%
NB
872
NBT Bank
New York
$1.83M +$140K +635 +8%
MNBTD
873
Moody National Bank Trust Division
Texas
$1.82M -$1.55K -7 -0.1%
LC
874
Landaas & Company
Wisconsin
$1.82M -$27.8K -126 -2%
PFS
875
Prospera Financial Services
Texas
$1.81M +$97.2K +440 +6%
33 34
35
36 37