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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 %
EWS
1976
Eagle Wealth Strategies
New Jersey
– -$290K -1,413 Closed
SFI
1977
SPC Financial Inc
Maryland
– -$283K -1,379 Closed
NL
1978
NWAM LLC
Washington
– -$278K -1,354 Closed
GG
1979
Greenwood Gearhart
Arkansas
– -$244K -1,189 Closed
PRS
1980
Pinkerton Retirement Specialists
Idaho
– -$244K -1,186 Closed
EP
1981
Essential Planning
New Hampshire
– -$238K -1,170 Closed
CGA
1982
Crescent Grove Advisors
Illinois
– -$225K -1,094 Closed
GAM
1983
Groupama Asset Management
France
– -$225K -1,091 Closed
GA
1984
GFS Advisors
Texas
– -$221K -1,078 Closed
SLC
1985
Second Line Capital
Louisiana
– -$212K -1,030 Closed
MFG
1986
Menard Financial Group
Texas
– -$168K -818 Closed
T
1987
TOBAM
France
– -$146K -712 Closed
EBA
1988
Eagle Bay Advisors
New York
– -$126K -613 Closed
EFP
1989
EnRich Financial Partners
Wisconsin
– -$82.6K -402 Closed
MFG
1990
Mendota Financial Group
Wisconsin
– -$45.4K -221 Closed
QL
1991
Quarry LP
New York
– -$42.1K -205 Closed
EWP
1992
Elevation Wealth Partners
California
– -$41.1K -200 Closed
SC
1993
Stance Capital
Massachusetts
– -$34.9K -170 Closed
PCWA
1994
Pacific Capital Wealth Advisors
California
– -$24.4K -119 Closed
SVCP
1995
Silicon Valley Capital Partners
California
– -$20.5K -100 Closed
AS
1996
Altshuler Shaham
Israel
– -$20.5K -100 Closed
FWM
1997
FLP Wealth Management
Arkansas
– -$15K -73 Closed
DRP
1998
Decker Retirement Planning
Utah
– -$12.7K -62 Closed
EC
1999
Elequin Capital
New York
– -$9.86K -48 Closed
VHAM
2000
Van Hulzen Asset Management
California
– -$8.83K -43 Closed
77 78 79
80
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