FI icon

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 %
PIS
1876
POM Investment Strategies
North Carolina
$2.87K – – –
JFG
1877
JDM Financial Group
Texas
$2.87K – – –
DI
1878
DAGCO Inc
Ohio
$2.65K +$2.65K +12 New
BFS
1879
Bare Financial Services
Pennsylvania
$2.43K +$2.43K +11 New
CSC
1880
Caldwell Sutter Capital
California
$2.21K – – –
GP
1881
Greenline Partners
New York
$2.21K +$2.21K +10 New
W
1882
WealthCollab
Washington
$1.99K +$1.99K +9 New
PS
1883
PayPay Securities
Japan
$1.84K -$919 -4 -33%
1IA
1884
1620 Investment Advisors
Massachusetts
$1.81K – – –
JAM
1885
JCIC Asset Management
Ontario, Canada
$1.77K – – –
VWM
1886
Vermillion Wealth Management
Minnesota
$1.77K – – –
STB
1887
S&T Bank
Pennsylvania
$1.77K +$1.77K +8 New
PWM
1888
Parkworth Wealth Management
California
$1.55K – – –
FCAS
1889
First Command Advisory Services
Texas
$1.55K +$1.55K +7 New
CAWM
1890
Capital A Wealth Management
Pennsylvania
$1.33K -$221 -1 -14%
RPA
1891
Redwood Park Advisors
California
$1.33K – – –
ACA
1892
American Capital Advisory
Idaho
$1.33K +$1.33K +6 New
EWA
1893
EQ Wealth Advisors
Texas
$1.33K +$1.33K +6 New
Q1WB
1894
Quest 10 Wealth Builders
Virginia
$1.14K +$1.14K +5 New
SSG
1895
Summit Securities Group
New York
$1.1K +$662 +3 +150%
GA
1896
GoalVest Advisory
New York
$1.1K +$1.1K +5 New
OW
1897
Olistico Wealth
Oklahoma
$1.1K +$1.1K +5 New
BMC
1898
Bear Mountain Capital
Washington
$926 +$926 +5 New
HIA
1899
HFM Investment Advisors
New Jersey
$884 +$884 +4 New
WOC
1900
West Oak Capital
California
$883 – – –
74 75
76
77 78