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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 %
HI
876
Horizon Investments
North Carolina
$1.81M +$67.1K +304 +4%
AA
877
Addison Advisors
Vermont
$1.81M +$8.83K +40 +0.5%
IFS
878
Ifrah Financial Services
Arkansas
$1.81M -$172K -779 -9%
PA
879
Profund Advisors
Maryland
$1.79M -$148K -668 -8%
IA
880
IFP Advisors
Florida
$1.79M +$106K +478 +6%
PK
881
Pflug Koory
Nebraska
$1.79M -$16.1K -73 -0.9%
AA
882
ALPS Advisors
Colorado
$1.77M -$378K -1,713 -18%
USCWA
883
U.S. Capital Wealth Advisors
Texas
$1.77M -$30.7K -139 -2%
JWM
884
JGP Wealth Management
Oregon
$1.77M -$24.3K -110 -1%
WA
885
Waverly Advisors
Alabama
$1.74M +$88.6K +401 +5%
KPWS
886
Kestra Private Wealth Services
Texas
$1.74M +$50.8K +230 +3%
HCM
887
Harvey Capital Management
Florida
$1.74M -$806K -3,650 -32%
WJWM
888
Williams Jones Wealth Management
New York
$1.73M -$50.8K -230 -3%
CWM
889
Centurion Wealth Management
Virginia
$1.72M – – –
GC
890
Grimes & Company
Massachusetts
$1.72M -$37.8K -171 -2%
LAIC
891
Lederer & Associates Investment Counsel
California
$1.72M +$163K +737 +10%
BBWP
892
Beacon Bridge Wealth Partners
Pennsylvania
$1.71M +$2.21K +10 +0.1%
IDA
893
Intelligence Driven Advisers
California
$1.71M -$8.17K -37 -0.5%
MSAM
894
Moloney Securities Asset Management
Missouri
$1.7M -$257K -1,164 -13%
WB
895
WesBanco Bank
West Virginia
$1.7M +$101K +456 +6%
LCM
896
Legato Capital Management
California
$1.7M – – –
TNA
897
True North Advisors
Texas
$1.69M -$221 -1 -0%
FTWA
898
Fifth Third Wealth Advisors
Ohio
$1.66M +$98K +444 +6%
RCM
899
Radnor Capital Management
Pennsylvania
$1.66M – – –
1CP
900
17 Capital Partners
Arizona
$1.66M +$15.5K +70 +0.9%
34 35
36
37 38