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FISV

Fiserv Inc

1,937 hedge funds and large institutions have $112B invested in Fiserv Inc in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 639 increasing their positions, 831 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 102

56% more call options, than puts

Call options by funds: $517M | Put options by funds: $331M

7% more funds holding in top 10

Funds holding in top 10: 125134 (+9)

5% more capital invested

Capital invested by funds: $107B → $112B (+$5.36B)

2% more funds holding

Funds holding: 1,9011,937 (+36)

0.58% more ownership

Funds ownership: 90.26%90.84% (+0.58%)

23% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 831

Holders
1,937
Holders Change
+36
Holders Change %
+1.89%
% of All Funds
25.95%
Holding in Top 10
134
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.2%
% of All Funds
1.8%
New
167
Increased
639
Reduced
831
Closed
102
Calls
$517M
Puts
$331M
Net Calls
+$187M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
501
Live Oak Private Wealth
North Carolina
$8.69M -$2.39M -10,933 -22%
CRC
502
Curi RMB Capital
Illinois
$8.69M -$837K -3,825 -9%
Vontobel Holding
503
Vontobel Holding
Switzerland
$8.66M +$24.3K +111 +0.3%
CAPTRUST Financial Advisors
504
CAPTRUST Financial Advisors
North Carolina
$8.64M +$1.79M +8,176 +26%
HFS
505
Hantz Financial Services
Michigan
$8.57M -$1.66M -7,590 -16%
CSP
506
Cary Street Partners
Virginia
$8.56M -$363K -1,658 -4%
KRS
507
Kentucky Retirement Systems
Kentucky
$8.54M -$194K -887 -2%
CAC
508
Core Alternative Capital
Georgia
$8.48M -$1.9M -8,671 -18%
JGUA
509
John G. Ullman & Associates
New York
$8.44M -$70.7K -323 -0.8%
HWM
510
HB Wealth Management
Georgia
$8.42M +$2.04M +9,332 +32%
NRG
511
Nemes Rush Group
Michigan
$8.41M +$510K +2,329 +7%
GIM
512
Generate Investment Management
New Zealand
$8.39M -$16.8M -76,768 -67%
PAMG
513
Patton Albertson Miller Group
Tennessee
$8.36M -$2.09M -9,532 -20%
MS
514
Marshall & Sullivan
Washington
$8.29M -$530K -2,423 -6%
VCA
515
Verdence Capital Advisors
Maryland
$8.25M -$1.06M -4,845 -11%
CCG
516
Cloverfields Capital Group
Minnesota
$8.24M -$672K -3,071 -8%
NIM
517
Nicollet Investment Management
Minnesota
$8.18M +$639K +2,919 +9%
TIM
518
Thompson Investment Management
Wisconsin
$8.16M -$959K -4,382 -11%
FT
519
Fiduciary Trust
Massachusetts
$8.05M +$1.6M +7,289 +25%
SWM
520
Spire Wealth Management
Virginia
$8.03M -$1.13M -5,178 -12%
NME
521
Notis-McConarty Edward
$8.02M -$311K -1,420 -4%
GC
522
Guggenheim Capital
Illinois
$7.85M -$462K -2,110 -6%
MCM
523
MAI Capital Management
Ohio
$7.84M -$233K -1,063 -3%
EFM
524
Eley Financial Management
Vermont
$7.82M -$130K -595 -2%
VHMC
525
Value Holdings Management Company
New York
$7.73M

FISV Hedge Fund Activity: Q1 2025 in Review

1,937 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2025, worth a combined $112B — up 5% from $107B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new FISV positions and 102 closed out — a net gain of 65 holders — while 639 added to existing stakes and 831 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.48B. The largest seller was Harris Associates, cutting an estimated $745M.

  • 1,937 institutional investors held Fiserv Inc (FISV) as of Q1 2025, up from 1,901 in Q4 2024.
  • Funds reported $112B of Fiserv Inc stock for Q1 2025, up 5% quarter-over-quarter.
  • 167 funds opened new Fiserv Inc positions in Q1 2025 and 102 closed out, a net change of +65 holders.
  • The largest Fiserv Inc buyer in Q1 2025 was JP Morgan Chase, an estimated $1.48B added.
  • The largest Fiserv Inc seller in Q1 2025 was Harris Associates, an estimated $745M sold.

Based on aggregated 13F filings for Q1 2025.