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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 %
CWM
1726
Centricity Wealth Management
Ohio
$84.8K – – –
DMBA
1727
Deseret Mutual Benefit Administrators
Utah
$84.1K – – –
WA
1728
WPG Advisers
Maryland
$83.7K -$8.61K -39 -9%
PSB
1729
Piscataqua Savings Bank
New Hampshire
$83.3K -$4.42K -20 -5%
SVWA
1730
Sarver Vrooman Wealth Advisors
Missouri
$82.6K +$82.6K +374 New
PP
1731
PrairieView Partners
Minnesota
$82K – – –
HC
1732
Hoese & Co
Minnesota
$81.3K -$7.73K -35 -9%
RA
1733
Rise Advisors
New York
$79.5K +$9.5K +43 +14%
HIIFS
1734
Harel Insurance Investments & Financial Services
Israel
$79K +$79K +357 New
FFO
1735
Fortitude Family Office
Arizona
$75.3K – – –
GKIM
1736
GW&K Investment Management
Massachusetts
$74K +$4.64K +21 +7%
WPA
1737
West Paces Advisors
Georgia
$73.8K – – –
WIM
1738
Westside Investment Management
California
$73.1K – – –
IWP
1739
IAG Wealth Partners
Wisconsin
$73.1K – – –
DCM
1740
Davis Capital Management
Florida
$72.9K – – –
EB
1741
Eastern Bank
Massachusetts
$72.2K +$11K +50 +18%
HNW
1742
High Note Wealth
Minnesota
$71.5K +$23.4K +106 +49%
FNWA
1743
Financial Network Wealth Advisors
Utah
$70K +$5.74K +26 +9%
CWP
1744
Concord Wealth Partners
Virginia
$68.7K -$221K -1,000 -76%
HCM
1745
Hollencrest Capital Management
California
$68.2K – – –
CPG
1746
Cornerstone Planning Group
New Jersey
$66.9K +$60.4K +278 +927%
BGAI
1747
Bruce G. Allen Investments
Colorado
$66.7K -$24.5K -111 -27%
AF
1748
Atala Financial
California
$66.2K – – –
IIM
1749
Intact Investment Management
Quebec, Canada
$66.2K +$66.2K +300 New
BIA
1750
Bell Investment Advisors
California
$63.2K +$662 +3 +1%
68 69
70
71 72