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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 %
WTA
1651
Washington Trust Advisors
Massachusetts
$218K +$7.29K +33 +3%
JSL
1652
JT Stratford LLC
Georgia
$216K +$216K +980 New
FBFS
1653
First Business Financial Services
Wisconsin
$216K +$216K +979 New
FSA
1654
Fort Sheridan Advisors
Illinois
$215K – – –
FC
1655
Financial Council
Maryland
$215K – – –
RFA
1656
ROI Financial Advisors
Oregon
$215K +$215K +975 New
CCG
1657
Coastwise Capital Group
California
$214K +$214K +971 New
PMFA
1658
Plante Moran Financial Advisors
Michigan
$214K +$34.2K +155 +19%
OAM
1659
Occidental Asset Management
California
$213K +$213K +965 New
SYBT
1660
Stock Yards Bank & Trust
Kentucky
$213K +$213K +964 New
EPW
1661
Evergreen Private Wealth
Colorado
$210K -$662 -3 -0.3%
MAM
1662
Milestone Asset Management
Pennsylvania
$210K +$210K +952 New
HWA
1663
Heartwood Wealth Advisors
Virginia
$210K -$11K -50 -5%
MBI
1664
May Barnhard Investments
Maryland
$208K +$208K +944 New
LIM
1665
Lathrop Investment Management
Arkansas
$207K +$207K +939 New
SS
1666
SBI Securities
Japan
$206K +$12.4K +56 +6%
CCFCSB
1667
Cape Cod Five Cents Savings Bank
Massachusetts
$206K – – –
HWM
1668
Hemington Wealth Management
Virginia
$206K +$15.8K +72 +8%
AWAP
1669
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$205K +$205K +930 New
AWM
1670
Avaii Wealth Management
Wisconsin
$205K +$205K +929 New
CRI
1671
Colonial River Investments
Virginia
$205K +$205K +928 New
C
1672
Certuity
Florida
$205K -$190K -861 -48%
SBIA
1673
Sheaff Brock Investment Advisors
Indiana
$204K -$88.3K -400 -30%
AC
1674
ASB Consultores
Florida
$204K +$204K +924 New
VPF
1675
Vantage Point Financial
Illinois
$203K +$203K +919 New
65 66
67
68 69