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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 %
KIM
1851
Kestra Investment Management
Texas
$6.63K -$46.8K -212 -88%
FW
1852
Fairway Wealth
Ohio
$6.63K -$2.87K -13 -30%
MSWA
1853
Marshall & Sterling Wealth Advisors
New York
$6.63K +$6.63K +30 New
CIAS
1854
CBIZ Investment Advisory Services
Ohio
$6.4K +$6.4K +29 New
FUBT
1855
First United Bank & Trust
Maryland
$6.4K +$6.4K +29 New
TCA
1856
Trifecta Capital Advisors
Illinois
$6.18K – – –
CIAM
1857
Caitong International Asset Management
Hong Kong
$6.18K +$6.18K +28 New
T
1858
Tidemark
California
$5.96K – – –
HFS
1859
Horizon Financial Services
North Carolina
$5.96K +$883 +4 +17%
MHR
1860
Matthew Hamilton Rosenberg
$5.74K – – –
BIM
1861
Breakwater Investment Management
Washington
$5.52K – – –
WCM
1862
Westend Capital Management
California
$5.52K – – –
TFM
1863
TFC Financial Management
Massachusetts
$5.52K – – –
RAM
1864
Riggs Asset Management
Pennsylvania
$5.08K – – –
HWA
1865
HHM Wealth Advisors
Tennessee
$5.08K – – –
GSWM
1866
Golden State Wealth Management
California
$5.08K -$1.1K -5 -18%
FWM
1867
FSA Wealth Management
Massachusetts
$5.08K – – –
RI
1868
Ridgewood Investments
New Jersey
$4.97K – – –
NMG
1869
New Millennium Group
Utah
$4.64K – – –
BHWM
1870
Bay Harbor Wealth Management
Maryland
$4.64K +$883 +4 +24%
FIM
1871
FWL Investment Management
Texas
$4.64K +$4.64K +21 New
WW
1872
Winnow Wealth
Texas
$4.26K +$1.28K +6 +43%
GEA
1873
Glen Eagle Advisors
New Jersey
$3.53K – – –
WA
1874
WestEnd Advisors
North Carolina
$3.53K +$2.43K +11 +220%
PWA
1875
Principia Wealth Advisory
Texas
$3.37K +$210 +1 +7%
73 74
75
76 77