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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 %
CWM
1101
Chesapeake Wealth Management
Virginia
$920K -$110K -496 -11%
NWAG
1102
Net Worth Advisory Group
Utah
$917K -$2.65K -12 -0.3%
CP
1103
Clarendon Private
Massachusetts
$915K +$171K +774 +23%
AIC
1104
Aurora Investment Counsel
Georgia
$913K -$21.2K -96 -2%
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$912K +$13.8K +63 +2%
AWM
1106
AE Wealth Management
Kansas
$909K -$511K -2,313 -36%
CPC
1107
Cookson Peirce & Co
Pennsylvania
$907K +$163K +736 +22%
APC
1108
Aspire Private Capital
North Carolina
$906K +$43.3K +196 +5%
CWS
1109
Confluence Wealth Services
Pennsylvania
$901K +$201K +925 +29%
CBT
1110
Central Bank & Trust
Kentucky
$899K – – –
VCP
1111
Vista Capital Partners
Oregon
$891K +$3.75K +17 +0.4%
CCA
1112
Checchi Capital Advisers
California
$889K -$4.2K -19 -0.5%
EFL
1113
ERn Financial LLC
Wisconsin
$887K -$51.2K -232 -5%
RC
1114
RBF Capital
California
$883K – – –
CG
1115
CFO4Life Group
Texas
$874K -$108K -487 -11%
MYIA
1116
Mount Yale Investment Advisors
Colorado
$872K -$39.1K -177 -4%
SAM
1117
Sompo Asset Management
Japan
$870K +$534K +2,420 +159%
CGL
1118
Clarius Group LLC
Washington
$869K -$12.6K -57 -1%
DL
1119
DOHJ LLC
Washington
$868K -$42.8K -194 -5%
MA
1120
MONECO Advisors
Connecticut
$867K +$6.4K +29 +0.7%
AMBIA
1121
Allen Mooney & Barnes Investment Advisors
Georgia
$864K – – –
AIMCA
1122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$861K – – –
MFS
1123
Madrona Financial Services
Washington
$857K -$1.77K -8 -0.2%
T. Rowe Price Investment Management
1124
T. Rowe Price Investment Management
Maryland
$854K +$221 +1 +0%
OWA
1125
Outlook Wealth Advisors
Texas
$854K -$9.72K -44 -1%
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