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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
1326
Calamos Wealth Management
Illinois
$460K -$9.94K -45 -2%
CC
1327
Callan Capital
California
$458K +$76.2K +345 +20%
CI Investments Inc
1328
CI Investments Inc
Ontario, Canada
$458K -$67.8K -307 -13%
QC
1329
Quent Capital
New York
$457K +$21.6K +98 +5%
MG
1330
Mather Group
Illinois
$453K +$48.1K +218 +12%
IBOK
1331
Independence Bank of Kentucky
Kentucky
$451K -$36.4K -165 -7%
CCG
1332
Cypress Capital Group
Florida
$447K -$39.3K -178 -8%
WPW
1333
Waldron Private Wealth
Pennsylvania
$447K -$645K -2,923 -59%
AIC
1334
Archer Investment Corporation
Indiana
$445K +$2.65K +12 +0.6%
PWM
1335
Power Wealth Management
Georgia
$445K -$28.3K -128 -6%
HBW
1336
Hazlett, Burt & Watson
West Virginia
$444K +$22K +100 +5%
DWP
1337
Daymark Wealth Partners
Ohio
$443K +$94.1K +426 +27%
CM
1338
Castleark Management
Illinois
$442K – – –
BFO
1339
Biltmore Family Office
North Carolina
$442K – – –
ICCON
1340
Investment Counsel Company of Nevada
Nevada
$442K – – –
CI
1341
Corient IA
Florida
$442K +$442K +2,000 New
CAAS
1342
Capital Asset Advisory Services
Michigan
$441K -$18.1K -80 -4%
CA
1343
Claro Advisors
Massachusetts
$437K -$1.1K -5 -0.3%
HPBT
1344
Hickory Point Bank & Trust
Illinois
$435K +$7.73K +35 +2%
EM
1345
Excalibur Management
Massachusetts
$435K – – –
LSV Asset Management
1346
LSV Asset Management
Illinois
$434K -$1.39M -6,268 -76%
BIA
1347
Bigelow Investment Advisors
Maine
$433K +$4.86K +22 +1%
YDMI
1348
Y.D. More Investments
Israel
$432K -$26.7K -121 -6%
WMA
1349
Wealth Management Associates
New Jersey
$431K – – –
PVM
1350
Palogic Value Management
Texas
$430K +$20.1K +91 +5%
52 53
54
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