FI icon

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 %
SFA
1026
Semmax Financial Advisors
North Carolina
$1.1M -$86.1K -468 -7%
SCA
1027
Sandy Cove Advisors
Massachusetts
$1.1M +$7.51K +34 +0.7%
BTI
1028
Blue Trust Inc
Georgia
$1.1M +$217K +982 +25%
GAG
1029
GM Advisory Group
New York
$1.09M – – –
HH
1030
Hilltop Holdings
Texas
$1.08M +$14.6K +66 +1%
CBUSF
1031
Construction & Building Unions Superannuation Fund
Australia
$1.08M -$88.3K -400 -8%
NCM
1032
Neumann Capital Management
California
$1.08M – – –
NB
1033
Nicolet Bankshares
Wisconsin
$1.08M – – –
BFG
1034
Beacon Financial Group
Texas
$1.07M -$40.6K -184 -4%
GI
1035
GAMCO Investors
Connecticut
$1.07M -$88.3K -400 -8%
UFF
1036
USA Financial Formulas
Michigan
$1.07M +$205K +927 +24%
WIA
1037
Westbourne Investment Advisors
Maryland
$1.06M – – –
HCM
1038
Hilton Capital Management
New York
$1.06M +$1.06M +4,805 New
CIA
1039
Cape Investment Advisory
Georgia
$1.06M -$84.8K -384 -7%
MWM
1040
Meridian Wealth Management
Kentucky
$1.06M -$14.8K -67 -1%
CI
1041
Conning Inc
Connecticut
$1.05M -$151K -682 -13%
PWP
1042
Principle Wealth Partners
Connecticut
$1.05M – – –
WAS
1043
WESPAC Advisors SoCal
California
$1.05M +$212K +958 +25%
IA
1044
IFC Advisors
California
$1.04M +$23.6K +107 +2%
OWA
1045
One Wealth Advisors
California
$1.04M +$503K +2,277 +94%
AI
1046
Ariel Investments
Illinois
$1.04M +$5.52K +25 +0.5%
1SB
1047
1ST Source Bank
Indiana
$1.04M +$221 +1 +0%
CA
1048
Commerzbank Aktiengesellschaft
Germany
$1.04M +$192K +870 +23%
JAG
1049
Journey Advisory Group
Kentucky
$1.04M +$1.04M +4,694 New
RIA
1050
Regal Investment Advisors
Michigan
$1.04M +$8.83K +40 +0.9%
40 41
42
43 44