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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 %
EDRH
1051
Edmond de Rothschild Holding
Switzerland
$1.03M +$262K +1,186 +34%
OIA
1052
Optimum Investment Advisors
Illinois
$1.02M -$38.6K -175 -4%
SIA
1053
Schechter Investment Advisors
Michigan
$1.02M -$195K -884 -16%
Capstone Investment Advisors
1054
Capstone Investment Advisors
New York
$1.02M +$980K +4,436 +2,492%
CA
1055
Crumly & Associates
Illinois
$1.02M +$13.3K +60 +1%
DA
1056
Drake & Associates
Wisconsin
$1.02M +$157K +710 +18%
GWSG
1057
GPS Wealth Strategies Group
Colorado
$1.01M -$46.6K -211 -4%
MA
1058
Mutual Advisors
Nebraska
$1.01M -$17K -96 -2%
SIG
1059
Sargent Investment Group
Maryland
$1.01M +$245K +1,111 +32%
MCA
1060
Magnolia Capital Advisors
Mississippi
$1.01M -$225K -1,017 -18%
ACM
1061
Advisors Capital Management
New Jersey
$1.01M -$11.9K -54 -1%
CJL
1062
Cyrus J. Lawrence
New York
$1.01M -$17.8M -80,428 -95%
FIA
1063
Foundations Investment Advisors
Arizona
$1.01M -$3.98K -18 -0.4%
EIP
1064
Ellis Investment Partners
Pennsylvania
$1M -$14.6K -66 -1%
CA
1065
CoreCap Advisors
Michigan
$1M +$595K +2,696 +146%
SWC
1066
Spectrum Wealth Counsel
Indiana
$1M +$1M +4,540 New
AWP
1067
Abacus Wealth Partners
California
$1M +$708K +3,205 +241%
RBI
1068
Raiffeisen Bank International
Austria
$999K +$82.6K +382 +9%
SWP
1069
Stratos Wealth Partners
Ohio
$997K -$164K -743 -14%
EI
1070
Ellevest Inc
New York
$991K -$23.4K -106 -2%
A
1071
AlphaQuest
New York
$989K +$633K +2,868 +178%
BL
1072
BFSG LLC
California
$984K -$139K -631 -12%
AGP
1073
Aspire Growth Partners
Florida
$982K +$35.5K +195 +4%
CC
1074
Copperleaf Capital
North Carolina
$981K -$11.5K -52 -1%
GWP
1075
Gen-Wealth Partners
Michigan
$980K +$62.5K +283 +7%
41 42
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