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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 %
LWMM
1201
Legacy Wealth Management (Mississippi)
Mississippi
$662K -$177K -800 -21%
PA
1202
Promethium Advisors
Maryland
$662K – – –
SAM
1203
Strategy Asset Managers
California
$662K +$662K +2,996 New
LRWA
1204
Long Run Wealth Advisors
New York
$660K +$13.9K +63 +2%
OFS
1205
OneAscent Financial Services
Alabama
$658K +$318K +1,435 +93%
EP
1206
EPIQ Partners
Minnesota
$658K – – –
RCA
1207
Resonant Capital Advisors
Wisconsin
$658K +$28K +127 +4%
AA
1208
Alta Advisers
United Kingdom
$657K +$243K +1,100 +59%
CF
1209
Centaurus Financial
California
$655K +$83.3K +377 +15%
BOS
1210
Bank of Stockton
California
$650K -$135K -613 -17%
NW
1211
NewEdge Wealth
Pennsylvania
$649K -$20.8K -94 -3%
LCGC
1212
Legacy Capital Group California
California
$648K -$29.8K -135 -4%
SAI
1213
Savvy Advisors Inc
New York
$645K +$323K +1,462 +100%
ZBNA
1214
Zions Bancorporation, National Association
Utah
$643K +$643K +2,914 New
FHA
1215
Flagship Harbor Advisors
Massachusetts
$643K -$41.7K -189 -6%
FNFDCM
1216
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$642K -$1.55K -7 -0.2%
MAM
1217
Martingale Asset Management
Massachusetts
$639K +$639K +2,893 New
PJSIMP
1218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$632K – – –
IMC
1219
Investment Management Corporation
Virginia
$631K +$124K +560 +24%
CFS
1220
CRA Financial Services
New Jersey
$631K – – –
FWA
1221
Flagship Wealth Advisors
Massachusetts
$630K – – –
FPAS
1222
Focus Partners Advisor Solutions
Missouri
$629K +$4.42K +20 +0.7%
KOCAA
1223
Knights of Columbus Asset Advisors
Connecticut
$628K -$9.05K -41 -1%
VIM
1224
Vista Investment Management
Pennsylvania
$627K -$33.1K -150 -5%
RDWM
1225
Red Door Wealth Management
Tennessee
$626K -$23.4K -106 -4%
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