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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 %
HAG
1126
HF Advisory Group
Maryland
$853K -$15.5K -70 -2%
IP
1127
Intellectus Partners
California
$848K -$130K -587 -13%
QWM
1128
Quadcap Wealth Management
Texas
$844K -$1.77K -8 -0.2%
CNBTD
1129
Citizens National Bank Trust Department
Mississippi
$842K -$85K -385 -9%
SCI
1130
Stableford Capital II
Arizona
$842K +$209 +1 +0%
AFT
1131
Alpha Family Trust
California
$840K – – –
SW
1132
SMART Wealth
Nebraska
$837K +$66.9K +303 +9%
LI
1133
Lafayette Investments
Maryland
$837K +$41.7K +189 +5%
SCM
1134
Shelton Capital Management
Colorado
$836K -$10.8M -48,768 -93%
JFG
1135
Jefferies Financial Group
New York
$829K +$829K +3,752 New
LWAM
1136
Legacy Wealth Asset Management
Minnesota
$826K -$13.3K -60 -2%
DW30
1137
Drucker Wealth 3.0
New Jersey
$819K -$212K -958 -21%
GM
1138
GeoWealth Management
Illinois
$812K -$1.77K -8 -0.2%
KFP
1139
KMG Fiduciary Partners
Ohio
$807K – – –
PSP
1140
Principal Street Partners
Tennessee
$805K -$114K -514 -12%
CSA
1141
Cornerstone Select Advisors
Missouri
$804K +$28.3K +128 +4%
BA
1142
Bridgewater Advisors
New York
$802K +$802K +4,331 New
MMEA
1143
Main Management ETF Advisors
California
$796K +$796K +3,605 New
PL
1144
Perpetual Ltd
Australia
$791K +$1.55K +7 +0.2%
MC
1145
Miramar Capital
Illinois
$789K – – –
CWIG
1146
Chung Wu Investment Group
Texas
$786K +$68.5K +310 +10%
CIA
1147
Citadel Investment Advisory
Ohio
$784K -$19.9K -90 -2%
MHC
1148
May Hill Capital
Massachusetts
$779K +$26.1K +118 +3%
HWA
1149
Heritage Wealth Advisors
Virginia
$776K -$662 -3 -0.1%
Balyasny Asset Management
1150
Balyasny Asset Management
Illinois
$776K -$26.9M -121,613 -97%
44 45
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