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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 %
WPC
951
Wedmont Private Capital
Pennsylvania
$1.43M +$63.7K +306 +5%
HCM
952
Hengehold Capital Management
Ohio
$1.43M +$402K +1,820 +39%
VFA
953
Voya Financial Advisors
Connecticut
$1.43M -$26.8K -124 -2%
IIA
954
IPG Investment Advisors
California
$1.42M +$1.42M +6,451 New
AC
955
AXQ Capital
New Jersey
$1.42M +$1.42M +6,435 New
DIA
956
Dean Investment Associates
Ohio
$1.42M -$93K -421 -6%
CBT
957
CoreFirst Bank & Trust
Kansas
$1.41M – – –
FAIM
958
Financial Advocates Investment Management
Washington
$1.41M +$15K +68 +1%
NAS
959
Nicolet Advisory Services
Wisconsin
$1.41M -$3.68K -18 -0.3%
NP
960
NorthRock Partners
Minnesota
$1.41M +$18.1K +82 +1%
BTW
961
Boston Trust Walden
Massachusetts
$1.4M – – –
JWCA
962
J.W. Cole Advisors
Florida
$1.4M +$744K +3,370 +114%
SW
963
SlateStone Wealth
Florida
$1.39M +$442K +2,000 +46%
SC
964
Syon Capital
California
$1.39M +$270K +1,223 +24%
RAG
965
RIA Advisory Group
Iowa
$1.37M -$248K -1,122 -15%
IFWM
966
Institute for Wealth Management
Colorado
$1.37M -$10.6K -48 -0.8%
KWM
967
Kingsview Wealth Management
Oregon
$1.37M -$5.74K -26 -0.4%
WLG
968
Williamson Legacy Group
Indiana
$1.37M +$41.5K +188 +3%
WT
969
Washington Trust
Rhode Island
$1.37M -$60.3K -273 -4%
AF
970
Allworth Financial
California
$1.37M +$95.7K +541 +8%
GC
971
Gould Capital
Washington
$1.36M -$268K -1,214 -16%
SP
972
Stonebrook Private
Michigan
$1.34M -$662 -3 -0%
MYLI
973
Meiji Yasuda Life Insurance
Japan
$1.34M +$740K +3,349 +122%
ACM
974
Arcataur Capital Management
Wisconsin
$1.33M -$89.7K -406 -6%
CT
975
Chicago Trust
Illinois
$1.33M -$10.8K -49 -0.8%
37 38
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