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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 %
OSNBOA
1426
Old Second National Bank of Aurora
Illinois
$360K -$2.43K -11 -0.7%
CWA
1427
Cura Wealth Advisors
Illinois
$359K +$359K +1,627 New
GA
1428
Greenspring Advisors
Maryland
$358K -$39.7K -180 -10%
HC
1429
Hourglass Capital
Texas
$357K – – –
FA
1430
Fermata Advisors
California
$357K +$64.9K +294 +22%
JSW
1431
Journey Strategic Wealth
New Jersey
$357K +$42K +190 +13%
LRIC
1432
Long Road Investment Counsel
Michigan
$354K +$354K +1,604 New
RBC
1433
Roble Belko & Company
Pennsylvania
$354K +$177K +800 +100%
AHC
1434
Adell Harriman & Carpenter
Texas
$354K +$17.7K +80 +5%
VCM
1435
Vision Capital Management
Oregon
$354K – – –
ATFA
1436
All Terrain Financial Advisors
Minnesota
$353K – – –
SAG
1437
SageView Advisory Group
California
$353K +$13.7K +62 +4%
GJWM
1438
Gilliland Jeter Wealth Management
Arkansas
$353K +$1.77K +8 +0.5%
LC
1439
LCNB Corp
Ohio
$350K -$7.07K -32 -2%
SIM
1440
Sentry Investment Management
Wisconsin
$349K -$104K -525 -23%
GIP
1441
Greatmark Investment Partners
Georgia
$348K – – –
CH
1442
Canton Hathaway
Rhode Island
$347K +$294K +1,330 +554%
OCBCO
1443
Oversea-Chinese Banking Corp (OCBC)
Singapore
$347K +$347K +1,571 New
CIAS
1444
Capital Investment Advisory Services
North Carolina
$346K +$346K +1,569 New
SBFM
1445
S-Bank Fund Management
Finland
$346K +$346K +1,566 New
DBG
1446
De Burlo Group
Massachusetts
$345K – – –
PWAM
1447
Private Wealth Asset Management
Iowa
$345K +$345K +1,562 New
SFS
1448
Security Financial Services
Indiana
$345K -$22.7K -103 -6%
ME
1449
McIlrath & Eck
Washington
$345K +$285K +1,290 +474%
DAS
1450
Diversify Advisory Services
Utah
$345K +$345K +1,861 New
56 57
58
59 60