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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 %
HS
1476
Horan Securities
United States
$321K -$169K -766 -35%
WFA
1477
Wellspring Financial Advisors
Ohio
$320K -$53.7K -243 -14%
MPM
1478
MBB Public Markets
Illinois
$317K +$317K +1,434 New
CAG
1479
Csenge Advisory Group
Florida
$316K -$130K -621 -29%
CCA
1480
Cottonwood Capital Advisors
Utah
$316K -$47.3K -214 -13%
MAM
1481
Mainsail Asset Management
Alabama
$315K +$662 +3 +0.2%
CCA
1482
Carrera Capital Advisors
Michigan
$315K -$248K -1,124 -44%
FA
1483
Fedenia Advisers
Wisconsin
$314K -$31.4K -142 -9%
CAM
1484
Claret Asset Management
Quebec, Canada
$313K -$1.77K -8 -0.6%
AWA
1485
AGH Wealth Advisors
Kansas
$312K -$1.1K -5 -0.4%
CCM
1486
Chickasaw Capital Management
Tennessee
$312K – – –
JIP
1487
Jaffetilchin Investment Partners
Florida
$309K +$1.1K +5 +0.4%
CAM
1488
Cidel Asset Management
Ontario, Canada
$307K -$13K -59 -4%
KCM
1489
Kathmere Capital Management
Pennsylvania
$305K +$19.4K +88 +7%
BFAG
1490
Blackston Financial Advisory Group
Florida
$305K -$32.2K -146 -10%
CLOS
1491
Compagnie Lombard Odier SCmA
Switzerland
$305K – – –
FFA
1492
Frazier Financial Advisors
Ohio
$305K – – –
EA
1493
Ergawealth Advisors
Illinois
$304K – – –
IF
1494
Intrua Financial
Texas
$304K – – –
MFWP
1495
Mosaic Family Wealth Partners
Missouri
$303K +$87.7K +397 +41%
SWA
1496
SFMG Wealth Advisors
Texas
$301K -$2.21K -10 -0.7%
KSWWM
1497
Keyes Stange & Wooten Wealth Management
Florida
$301K -$27.6K -125 -8%
SWA
1498
Strategies Wealth Advisors
Michigan
$300K +$300K +1,359 New
WIA
1499
Wetzel Investment Advisors
Indiana
$299K -$10.8K -49 -3%
JWA
1500
JFS Wealth Advisors
Pennsylvania
$299K +$442 +2 +0.1%
58 59
60
61 62