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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 %
BIP
76
Brandes Investment Partners
California
$204M -$31.7M -143,540 -13%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$203M -$3.2M -14,504 -2%
TAM
78
Timucuan Asset Management
Florida
$202M +$23.9M +108,027 +13%
Brown Advisory
79
Brown Advisory
Maryland
$201M -$2.46M -11,126 -1%
Principal Financial Group
80
Principal Financial Group
Iowa
$193M -$11.9M -53,866 -6%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$193M -$14.7M -66,679 -7%
WF
82
Welch & Forbes
Massachusetts
$190M -$3.37M -15,265 -2%
SEI Investments
83
SEI Investments
Pennsylvania
$186M -$25.6M -115,835 -12%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$185M +$1.95M +8,852 +1%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$179M -$11M -49,962 -6%
Lazard Asset Management
86
Lazard Asset Management
New York
$167M +$57.2M +258,826 +52%
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$152M -$6.17M -27,938 -4%
TG
88
TCW Group
California
$149M -$4.87M -22,059 -3%
CAG
89
Crestwood Advisors Group
Massachusetts
$145M -$1.11M -5,044 -0.8%
Canada Life
90
Canada Life
Manitoba, Canada
$143M -$4.14M -18,714 -3%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$143M -$4.05M -18,353 -3%
MAM
92
Madison Asset Management
Wisconsin
$140M -$4.99M -22,604 -3%
Artisan Partners
93
Artisan Partners
Wisconsin
$139M +$2.74M +12,417 +2%
GC
94
Giverny Capital
Quebec, Canada
$139M -$137K -621 -0.1%
Corient Private Wealth
95
Corient Private Wealth
Florida
$137M +$32.4M +146,682 +31%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$135M +$31.6M +146,487 +31%
HA
97
Homestead Advisers
Virginia
$135M -$20.3M -91,800 -13%
LPL Financial
98
LPL Financial
California
$130M +$18.7M +84,734 +17%
Public Sector Pension Investment Board (PSP Investments)
99
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$128M +$1.5M +6,793 +1%
ClearBridge Investments
100
ClearBridge Investments
New York
$128M -$31M -140,172 -20%
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