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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
Carson Wealth (CWM LLC)
626
Carson Wealth (CWM LLC)
Nebraska
$4.97M +$36.1K +165 +0.7%
BLC
627
Brown, Lisle/Cummings
Rhode Island
$4.91M +$21.5K +98 +0.4%
SI
628
Stephens Inc
Arkansas
$4.9M -$200K -912 -4%
IC
629
IEQ Capital
California
$4.88M -$2.12M -9,692 -30%
BCM
630
Birch Capital Management
Texas
$4.82M -$57.1K -261 -1%
FNA
631
First National Advisers
Nebraska
$4.81M -$82.3K -376 -2%
PCA
632
Peddock Capital Advisors
Massachusetts
$4.79M -$96.3K -440 -2%
CUAMC
633
China Universal Asset Management Company
China
$4.76M +$241K +1,100 +5%
WCA
634
Waratah Capital Advisors
Ontario, Canada
$4.76M +$4.72M +21,539 New
PAS
635
Park Avenue Securities
New York
$4.75M +$251K +1,147 +6%
CA
636
Cornerstone Advisors
North Carolina
$4.75M
FMWA
637
Forvis Mazars Wealth Advisors
Missouri
$4.73M -$211K -962 -4%
OAC
638
OMERS Administration Corp
Ontario, Canada
$4.72M -$1.85M -8,451 -28%
P
639
&Partners
Tennessee
$4.7M +$1.12M +5,134 +31%
AIM
640
AMI Investment Management
Indiana
$4.69M -$275K -1,258 -6%
MC
641
Moors & Cabot
Massachusetts
$4.67M -$131K -597 -3%
MWM
642
Mission Wealth Management
California
$4.66M +$104K +474 +2%
RSWM
643
Robertson Stephens Wealth Management
California
$4.63M -$213K -971 -4%
OBAM
644
ODDO BHF Asset Management
France
$4.61M +$2.65M +12,104 +138%
TCOO
645
Trust Company of Oklahoma
Oklahoma
$4.61M -$200K -913 -4%
OIAM
646
OFI Invest Asset Management
France
$4.61M -$197K -898 -4%
MGP
647
M&G plc
United Kingdom
$4.58M -$5.15M -23,519 -53%
EF
648
Empirical Finance
Pennsylvania
$4.57M +$63.1K +288 +1%
SFI
649
Siemens Fonds Invest
Germany
$4.55M +$33.5K +153 +0.7%
DILIC
650
Dai-ichi Life Insurance Company
Japan
$4.53M

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.