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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 %
HI
1826
Hoey Investments
Pennsylvania
$11.5K – – –
CWM
1827
Consultiva Wealth Management
Puerto Rico
$11.3K – – –
YAL
1828
Your Advocates Ltd
Texas
$11K – – –
MIFH
1829
Migdal Insurance & Financial Holdings
Israel
$11K +$11K +50 New
SL
1830
Salomon & Ludwin
Virginia
$10.8K – – –
NWM
1831
Nova Wealth Management
Florida
$10.4K +$10.4K +47 New
SS
1832
Sunbelt Securities
Texas
$9.72K -$55.2K -250 -85%
PW
1833
Pandora Wealth
Illinois
$9.72K +$9.72K +44 New
TH
1834
TCTC Holdings
Texas
$9.72K +$9.72K +44 New
BWL
1835
Bogart Wealth LLC
Virginia
$9.28K -$221 -1 -2%
RJA
1836
Ross\Johnson & Associates
Minnesota
$9.28K +$442 +2 +5%
MWM
1837
MorganRosel Wealth Management
Colorado
$9.28K +$9.28K +42 New
SHIM
1838
Stone House Investment Management
Pennsylvania
$8.83K +$8.83K +40 New
SIC
1839
SJS Investment Consulting
Ohio
$8.61K -$442 -2 -5%
DPW
1840
DiNuzzo Private Wealth
Pennsylvania
$8.39K – – –
GFPC
1841
Global Financial Private Client
Florida
$8.39K +$4.42K +20 +111%
TCM
1842
TD Capital Management
Tennessee
$8.17K – – –
WCM
1843
WealthTrak Capital Management
Virginia
$7.73K +$4.42K +20 +133%
TF
1844
Tompkins Financial
New York
$7.73K – – –
RFA
1845
Reyes Financial Architecture
California
$7.73K +$7.73K +35 New
VWA
1846
Valued Wealth Advisors
Utah
$7.51K – – –
SFG
1847
Stonebridge Financial Group
Pennsylvania
$7.51K +$1.1K +5 +17%
TWD
1848
True Wealth Design
Ohio
$7.26K +$5.72K +26 +371%
HFS
1849
Hughes Financial Services
Virginia
$7.1K +$7.1K +32 New
RWPA
1850
Richard W. Paul & Associates
Michigan
$7.07K -$663 -3 -9%
72 73
74
75 76