FI icon

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 %
IWA
1401
IVC Wealth Advisors
Pennsylvania
$380K +$883 +4 +0.2%
HTIM
1402
Harbour Trust & Investment Management
Indiana
$379K – – –
NHC
1403
Nicholas Hoffman & Company
Georgia
$376K – – –
FCM
1404
FJ Capital Management
Virginia
$376K +$12.4K +56 +3%
CT
1405
Colonial Trust
South Carolina
$376K -$4.64K -21 -1%
USB
1406
Union Savings Bank
Connecticut
$375K – – –
FG
1407
Fiduciary Group
Georgia
$375K +$126K +572 +51%
TPWA
1408
TRUE Private Wealth Advisors
Oregon
$375K -$2.65K -12 -0.7%
JCM
1409
Jacobsen Capital Management
Utah
$374K +$9.94K +45 +3%
MAM
1410
Marquette Asset Management
Minnesota
$373K – – –
FHC
1411
First Heartland Consultants
Missouri
$372K -$3.53K -16 -0.9%
CCB
1412
Cutter & Co Brokerage
Missouri
$372K -$11K -50 -3%
FRA
1413
Front Row Advisors
California
$372K -$1.55K -7 -0.4%
OF
1414
Optimize Financial
California
$369K -$65.4K -296 -15%
CCWM
1415
Cassaday & Co Wealth Management
Virginia
$368K -$21.2K -96 -5%
ALC
1416
Alexander Labrunerie & Co
Missouri
$368K – – –
CAM
1417
Concorde Asset Management
Michigan
$368K – – –
Legacy Financial Group (Iowa)
1418
Legacy Financial Group (Iowa)
Iowa
$365K – – –
CHP
1419
Cable Hill Partners
Oregon
$365K -$17.9K -97 -5%
RSA
1420
River Street Advisors
Illinois
$365K -$11K -50 -3%
GFG
1421
Goldstone Financial Group
Illinois
$364K – – –
Westfield Capital Management
1422
Westfield Capital Management
Massachusetts
$364K +$364K +1,650 New
FPWM
1423
FSB Premier Wealth Management
Iowa
$363K +$65.6K +297 +22%
CWM
1424
Chemistry Wealth Management
New York
$363K – – –
2L
1425
25 LLC
Missouri
$360K +$2.21K +10 +0.6%
55 56
57
58 59