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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 %
BFA
1226
Beaumont Financial Advisors
Massachusetts
$626K +$138K +623 +28%
WTC
1227
WhitTier Trust Company
Nevada
$625K +$15.5K +70 +3%
LHC
1228
Little House Capital
Massachusetts
$623K +$623K +2,820 New
AR
1229
Apeiron RIA
Texas
$621K -$25.4K -115 -4%
TWM
1230
Trueblood Wealth Management
Ohio
$619K +$48.4K +219 +8%
SOS
1231
Silver Oak Securities
Tennessee
$612K +$39.3K +182 +7%
SQA
1232
Simon Quick Advisors
New Jersey
$610K +$194K +880 +47%
FB
1233
Finward Bancorp
Indiana
$609K – – –
WAG
1234
Wallace Advisory Group
California
$609K -$46.8K -228 -7%
WA
1235
Wealth Alliance
New York
$606K +$167K +758 +38%
PPWP
1236
Premier Path Wealth Partners
New Jersey
$606K +$57.2K +259 +10%
PWMAG
1237
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$1.77K +8 +0.3%
RWP
1238
RWA Wealth Partners
Massachusetts
$603K -$115K -520 -16%
FC
1239
Forte Capital
New York
$602K -$42K -190 -7%
CFO
1240
CVA Family Office
Colorado
$598K +$14.4K +65 +2%
SG
1241
Somerset Group
Minnesota
$594K – – –
CWG
1242
Cornerstone Wealth Group
North Carolina
$592K +$66.9K +303 +13%
SMA
1243
Sage Mountain Advisors
Georgia
$588K +$62.1K +281 +12%
EWS
1244
Evergreen Wealth Solutions
Pennsylvania
$588K -$181K -818 -23%
TIA
1245
Tiemann Investment Advisors
California
$586K -$53K -240 -8%
LG
1246
Leuthold Group
Minnesota
$585K -$16.1K -73 -3%
ILI
1247
Invesco LLC (Illinois)
Illinois
$582K +$134K +608 +30%
TCM
1248
Tributary Capital Management
Nebraska
$581K -$19.9K -90 -3%
FM
1249
Foster & Motley
Ohio
$580K -$4.2K -19 -0.7%
FFA
1250
Florida Financial Advisors
Florida
$579K +$315K +1,430 +120%
48 49
50
51 52