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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 %
SC
976
Settian Capital
New York
$1.32M -$221K -1,000 -14%
OIS
977
Okabena Investment Services
Minnesota
$1.32M +$883K +4,000 +200%
PCTC
978
Perkins Coie Trust Company
Washington
$1.32M +$1.55K +7 +0.1%
HWAM
979
Hennion & Walsh Asset Management
New Jersey
$1.32M +$177K +801 +15%
RIM
980
Redwood Investment Management
Arizona
$1.32M +$1.32M +5,978 New
PSC
981
Prentiss Smith & Co
Vermont
$1.32M -$3.53K -16 -0.3%
VC
982
Veracity Capital
Georgia
$1.32M -$534K -2,418 -29%
TA
983
Tectonic Advisors
Texas
$1.31M -$66.5K -301 -5%
APWM
984
Argonautica Private Wealth Management
Massachusetts
$1.29M +$660K +2,990 +105%
LGF
985
LGT Group Foundation
Liechtenstein
$1.29M +$498K +2,257 +63%
BCAM
986
Boston Common Asset Management
Massachusetts
$1.28M – – –
CI
987
Cigna Investments
Connecticut
$1.26M -$33.3K -151 -3%
ECM
988
Evergreen Capital Management
Washington
$1.26M +$25.8K +117 +2%
CF
989
Copperwynd Financial
Arizona
$1.26M -$15.5K -70 -1%
BCM
990
Bridgeway Capital Management
Texas
$1.26M +$1.26M +5,690 New
UCB
991
United Community Bank
South Carolina
$1.25M +$51K +231 +4%
DWM
992
Drive Wealth Management
Utah
$1.25M +$1.25M +5,658 New
SFP
993
Shepherd Financial Partners
Massachusetts
$1.25M -$21.4K -97 -2%
FFG
994
Fortem Financial Group
California
$1.23M -$172K -780 -12%
FIM
995
Freedom Investment Management
Connecticut
$1.21M -$238K -1,076 -16%
PCM
996
Parsons Capital Management
Rhode Island
$1.2M – – –
V
997
VeraBank
Texas
$1.2M -$221K -1,000 -16%
MWM
998
Modera Wealth Management
New Jersey
$1.2M -$88.1K -399 -7%
AIP
999
Ameritas Investment Partners
Nebraska
$1.2M -$27.2K -123 -2%
NL
1000
NVWM LLC
Pennsylvania
$1.19M -$883 -4 -0.1%
38 39
40
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