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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 %
UAML
1001
US Asset Management LLC
Pennsylvania
$1.19M +$277K +1,256 +30%
LCM
1002
LVM Capital Management
Michigan
$1.19M – – –
DFG
1003
Delta Financial Group
New Jersey
$1.19M +$16.2K +73 +1%
ACM
1004
Allred Capital Management
Texas
$1.19M +$100K +454 +9%
SG
1005
StoneX Group
New York
$1.19M +$940K +4,257 +381%
BPA
1006
Beacon Pointe Advisors
California
$1.17M +$154K +698 +15%
FCBT
1007
First Citizens Bank & Trust
North Carolina
$1.17M -$29.2K -132 -2%
FFM
1008
Forum Financial Management
Illinois
$1.17M +$3.53K +16 +0.3%
EFG
1009
Everhart Financial Group
Ohio
$1.17M +$132K +598 +13%
PPC
1010
Park Place Capital
Alabama
$1.16M -$507K -2,296 -30%
PDL
1011
Portfolio Design Labs
California
$1.15M -$2.55M -11,541 -69%
DAS
1012
Dynamic Advisor Solutions
Arizona
$1.15M -$189K -854 -14%
UH
1013
Unigestion Holding
Switzerland
$1.15M +$1.15M +5,201 New
CAC
1014
Certified Advisory Corp
Florida
$1.15M -$114K -516 -9%
TCPG
1015
Trivant Custom Portfolio Group
California
$1.14M +$20.5K +93 +2%
CIA
1016
Capital Investment Advisors
Georgia
$1.13M +$44.8K +203 +4%
PMAM
1017
Picton Mahoney Asset Management
Ontario, Canada
$1.12M +$1.12M +5,063 +84,383%
JMFC
1018
J.M. Forbes & Co
Massachusetts
$1.12M -$56.3K -255 -5%
MFIM
1019
Mesirow Financial Investment Management
Illinois
$1.12M +$472K +2,138 +73%
HFM
1020
Harvest Fund Management
China
$1.12M +$174K +787 +18%
TAM
1021
Townsend Asset Management
North Carolina
$1.11M -$41.7K -189 -4%
ACA
1022
Atlas Capital Advisors
Wyoming
$1.1M -$61.2K -277 -5%
SC
1023
SummitTX Capital
Texas
$1.1M +$1.1M +4,992 New
BAAM
1024
Baker Avenue Asset Management
California
$1.1M +$43.1K +195 +4%
SIG
1025
Sky Investment Group
Connecticut
$1.1M +$190K +861 +21%
39 40
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