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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 %
RWM
926
Ritholtz Wealth Management
New York
$1.53M +$402K +1,821 +36%
BCWM
927
Bartlett & Co Wealth Management
Ohio
$1.53M +$37.1K +168 +2%
PCM
928
Prelude Capital Management
New York
$1.53M -$1.14M -5,182 -43%
TCOV
929
Trust Company of Vermont
Vermont
$1.53M +$16.1K +73 +1%
LT
930
Legacy Trust
Michigan
$1.52M -$12.1K -55 -0.8%
SIA
931
SkyView Investment Advisors
New Jersey
$1.52M +$109K +494 +8%
EGM
932
Engineers Gate Manager
New York
$1.52M -$478K -2,163 -24%
PA
933
Parallel Advisors
California
$1.52M +$162K +735 +12%
AG
934
AlTi Global
New York
$1.51M -$15K -68 -1%
SFFS
935
Stonehage Fleming Financial Services
Jersey
$1.51M -$4.2K -19 -0.3%
BTD
936
BankPlus Trust Department
Mississippi
$1.5M -$59.4K -269 -4%
CVM
937
Cheviot Value Management
California
$1.5M -$6.98M -37,644 -82%
BWP
938
Burling Wealth Partners
Illinois
$1.49M -$76.6K -347 -5%
DM
939
Delphi Management
Massachusetts
$1.49M -$140K -635 -9%
RCM
940
Ridgepath Capital Management
Tennessee
$1.49M – – –
VFA
941
Valeo Financial Advisors
Indiana
$1.49M +$487K +2,203 +49%
AFG
942
Atomi Financial Group
New York
$1.48M +$303K +1,371 +26%
PPA
943
Pacific Point Advisors
California
$1.48M +$118K +535 +9%
DWM
944
Dogwood Wealth Management
Kansas
$1.48M -$24.7K -112 -2%
PFGIA
945
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M +$269K +1,219 +22%
LWM
946
Lionsbridge Wealth Management
Florida
$1.47M -$336K -1,520 -19%
MPM
947
Meritage Portfolio Management
Kansas
$1.47M – – –
Empower Advisory Group
948
Empower Advisory Group
Colorado
$1.45M -$182K -823 -11%
TAM
949
Trust Asset Management
Texas
$1.45M -$170K -768 -10%
YC
950
Yarbrough Capital
Tennessee
$1.44M -$719K -3,257 -33%
36 37
38
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