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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 %
Fisher Asset Management
1551
Fisher Asset Management
Washington
$266K -$110K -497 -29%
RIL
1552
Rothschild Investment LLC
Illinois
$265K +$13K +59 +5%
BWG
1553
Boomfish Wealth Group
Georgia
$265K – – –
CGA
1554
Compound Global Advisors
Washington
$265K -$210K -950 -44%
WSCM
1555
Wellington Shields Capital Management
New York
$265K – – –
SNB
1556
Security National Bank
Nebraska
$265K – – –
SCA
1557
Sulzberger Capital Advisors
Florida
$265K – – –
CSI
1558
Cross Staff Investments
New York
$265K – – –
PWW
1559
Pettyjohn Wood & White
Virginia
$265K – – –
RPSA
1560
Richard P. Slaughter Associates
Texas
$265K – – –
AC
1561
Apella Capital
Connecticut
$264K +$264K +1,254 New
BBP
1562
Banco BTG Pactual
Brazil
$263K -$397K -1,800 -60%
SIM
1563
Stratos Investment Management
Ohio
$262K +$262K +1,187 New
LI
1564
LRI Investments
Florida
$261K +$4.72K +375 +2%
SMA
1565
Seven Mile Advisory
New Jersey
$260K -$4.42K -20 -2%
M
1566
MYeCFO
California
$259K – – –
FFA
1567
Founders Financial Alliance
North Carolina
$258K +$258K +1,170 New
WB
1568
West Bancorporation
Iowa
$258K -$1.33K -6 -0.5%
EI
1569
eCIO Inc
Wisconsin
$258K +$258K +1,167 New
CCA
1570
Catalyst Capital Advisors
New York
$257K +$5.96K +27 +2%
VWM
1571
Vigilare Wealth Management
Arizona
$256K – – –
AIP
1572
Arrowpoint Investment Partners
Singapore
$256K +$218K +987 +571%
FA
1573
FDx Advisors
Illinois
$256K -$44.5K -201 -15%
AA
1574
Armis Advisers
Georgia
$255K +$255K +1,384 New
KWMG
1575
King Wealth Management Group
Florida
$255K -$6.85K -31 -3%
61 62
63
64 65