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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 %
HTC
901
Haverford Trust Company
Pennsylvania
$1.66M -$9.94K -45 -0.6%
MCCA
902
Mill Creek Capital Advisors
Pennsylvania
$1.64M – – –
BFO
903
Boston Family Office
Massachusetts
$1.64M +$161K +730 +11%
A
904
Allianz
Germany
$1.63M -$1.01M -4,561 -38%
EAM
905
Eukles Asset Management
Ohio
$1.62M +$242K +1,098 +18%
Jane Street
906
Jane Street
New York
$1.62M -$23.9M -108,147 -94%
LGA
907
Lebenthal Global Advisors
New York
$1.62M -$263K -1,189 -14%
SCTC
908
Sanibel Captiva Trust Company
Florida
$1.61M -$159K -718 -9%
ST
909
Spinnaker Trust
Maine
$1.61M – – –
MAM
910
Mystic Asset Management
Rhode Island
$1.6M -$2.21K -10 -0.1%
AWMT
911
AAFMAA Wealth Management & Trust
North Carolina
$1.59M +$127K +573 +9%
LFA
912
Legend Financial Advisors
Pennsylvania
$1.59M – – –
CPA
913
Court Place Advisors
Maryland
$1.58M +$14.8K +67 +0.9%
LFAS
914
Level Four Advisory Services
Texas
$1.58M -$595K -2,692 -27%
CCFM
915
Clear Creek Financial Management
Washington
$1.58M +$1.58M +7,134 New
PCA
916
Purkiss Capital Advisors
Connecticut
$1.57M – – –
AAP
917
Arax Advisory Partners
Colorado
$1.57M -$146K -662 -9%
SMC
918
Smith, Moore & Co
Missouri
$1.57M +$33.1K +150 +2%
MW
919
Maia Wealth
Colorado
$1.55M -$16.6K -78 -1%
HSA
920
HBK Sorce Advisory
Pennsylvania
$1.55M +$42.6K +193 +3%
HCMT
921
Highland Capital Management (Tennessee)
Tennessee
$1.54M +$231K +1,047 +18%
SSIM
922
Sheets Smith Investment Management
Texas
$1.54M +$1.99K +9 +0.1%
ACA
923
Anchor Capital Advisors
Massachusetts
$1.54M -$8.39K -38 -0.5%
DTL
924
Dynamic Technology Lab
Singapore
$1.54M +$1.54M +6,950 New
HVCM
925
Hel Ved Capital Management
Hong Kong
$1.53M -$1.06M -4,800 -41%
35 36
37
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