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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
AWM
701
Axxcess Wealth Management
California
$3.65M -$189K -865 -5%
CCM
702
Condor Capital Management
New Jersey
$3.64M -$92.6K -423 -2%
PIM
703
Penobscot Investment Management
Massachusetts
$3.64M -$159K -725 -4%
SSCM
704
Sovereign's Capital Management
Georgia
$3.64M -$105K -478 -3%
AWS
705
Atria Wealth Solutions
New York
$3.64M -$805K -3,677 -18%
KRSITF
706
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.64M +$1.61M +7,339 +80%
WMG
707
WESCAP Management Group
California
$3.61M
YIH
708
Y-Intercept (HK)
Hong Kong
$3.59M +$3.56M +16,271 New
NSIM
709
North Star Investment Management
Illinois
$3.59M
AWCI
710
Alpine Woods Capital Investors
New York
$3.58M -$39.4K -180 -1%
UW
711
Unique Wealth
Florida
$3.56M +$741K +3,384 +27%
ACM
712
Argyle Capital Management
Pennsylvania
$3.53M
SC
713
Scotia Capital
Ontario, Canada
$3.51M -$80.1K -366 -2%
FCM
714
Fairbanks Capital Management
California
$3.49M -$39K -178 -1%
MAS
715
Meeder Advisory Services
Ohio
$3.47M +$177K +809 +5%
ADMI
716
Albert D. Mason Inc
Massachusetts
$3.45M -$121K -554 -3%
RFN
717
RDA Financial Network
Iowa
$3.45M +$144K +658 +4%
ALMGDA
718
AG2R La Mondiale Gestion d'Actifs
France
$3.45M +$4.63M +21,166 New
DC
719
Davenport & Co
Virginia
$3.43M +$282K +1,286 +9%
EWA
720
EP Wealth Advisors
California
$3.43M +$648K +2,958 +24%
ATPW
721
Ashton Thomas Private Wealth
Arizona
$3.43M -$559K -2,554 -14%
SCM
722
Sterling Capital Management
North Carolina
$3.41M -$799K -3,651 -19%
KCM
723
Kendall Capital Management
Maryland
$3.4M +$75.5K +345 +2%
SWP
724
Sagespring Wealth Partners
Tennessee
$3.38M +$574K +2,621 +21%
CHC
725
City Holding Co
West Virginia
$3.38M +$129K +590 +4%

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.