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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 %
MAM
1251
Marotta Asset Management
Virginia
$577K – – –
IAA
1252
Ironsides Asset Advisors
North Carolina
$576K -$226K -1,025 -28%
WF
1253
WoodTrust Financial
Wisconsin
$576K – – –
PBO
1254
Peoples Bank (Ohio)
Ohio
$575K -$920K -4,165 -62%
KIM
1255
Kane Investment Management
California
$573K +$573K +2,593 New
RP
1256
Riverwater Partners
Wisconsin
$572K -$126K -572 -18%
PTC
1257
Private Trust Company
Ohio
$572K +$76.8K +348 +16%
CWM
1258
Connecticut Wealth Management
Connecticut
$567K -$221 -1 -0%
SAW
1259
Signal Advisors Wealth
Michigan
$567K -$318K -1,439 -36%
FCI
1260
Financial Counselors Inc
Kansas
$565K -$74.2K -336 -12%
PI
1261
PFG Investments
New York
$565K -$47.5K -215 -8%
Millennium Management
1262
Millennium Management
New York
$562K -$32.6M -147,442 -98%
NB
1263
Northwest Bancshares
Pennsylvania
$561K – – –
Walleye Capital
1264
Walleye Capital
New York
$559K -$6M -27,164 -91%
SPI
1265
Santori & Peters Inc
Pennsylvania
$557K -$114K -517 -17%
WA
1266
WBH Advisory
Maryland
$556K – – –
SI
1267
Seeds Investor
New York
$555K +$88.8K +402 +19%
AWA
1268
Arkadios Wealth Advisors
Georgia
$555K +$37.3K +169 +7%
PCP
1269
Proficio Capital Partners
Massachusetts
$555K +$33.3K +151 +6%
IAIM
1270
International Assets Investment Management
Florida
$554K +$6.85K +31 +1%
KIA
1271
KCM Investment Advisors
California
$553K +$53.9K +244 +11%
FBT
1272
First Bank & Trust
South Dakota
$550K +$31.4K +142 +6%
AP
1273
Adero Partners
California
$550K +$12.1K +55 +2%
FAM
1274
Fred Alger Management
New York
$545K +$545K +2,470 New
TC
1275
Truvestments Capital
Florida
$540K -$653K -2,958 -55%
49 50
51
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