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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 %
RCAG
1076
Rehmann Capital Advisory Group
Michigan
$978K -$235K -1,065 -19%
SSWM
1077
Sheets Smith Wealth Management
North Carolina
$972K – – –
DWM
1078
Darwin Wealth Management
Florida
$970K – – –
FF
1079
Friedenthal Financial
New Jersey
$969K +$916K +4,146 +1,728%
MLL
1080
Moody Lynn & Lieberson
Massachusetts
$968K – – –
JF
1081
JSF Financial
California
$967K +$967K +4,378 New
BCM
1082
Blume Capital Management
California
$965K -$2.98M -13,517 -76%
EWA
1083
EverSource Wealth Advisors
Alabama
$959K +$113K +513 +13%
SCM
1084
SCS Capital Management
Massachusetts
$958K +$958K +4,340 New
RGC
1085
Roberts, Glore & Co
Illinois
$954K -$58.3K -264 -6%
OC
1086
Oppenheimer & Co
New York
$954K +$55K +249 +6%
CHAM
1087
Clear Harbor Asset Management
Connecticut
$952K +$268K +1,215 +39%
KWA
1088
Kingswood Wealth Advisors
California
$952K -$313K -1,413 -25%
RB
1089
Renasant Bank
Mississippi
$951K -$79.3K -359 -8%
FNBTCON
1090
First National Bank & Trust Co of Newtown
Pennsylvania
$945K – – –
CIC
1091
Carnegie Investment Counsel
Ohio
$944K +$158K +785 +20%
LP
1092
LMR Partners
United Kingdom
$942K – – –
FCM
1093
Fieldview Capital Management
Michigan
$937K +$937K +4,243 New
PWP
1094
Prasad Wealth Partners
Ohio
$934K -$23.9K -108 -2%
HWA
1095
HMV Wealth Advisors
Louisiana
$934K – – –
DJSG
1096
D.J. St. Germain
Massachusetts
$933K -$18.6K -84 -2%
SCA
1097
Stonebridge Capital Advisors
Minnesota
$932K +$1.99K +9 +0.2%
IAS
1098
Insigneo Advisory Services
Florida
$925K +$170K +772 +23%
CWA
1099
Crux Wealth Advisors
California
$923K -$196K -886 -17%
AC
1100
Avestar Capital
New York
$921K -$74K -335 -7%
42 43
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