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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
WJWM
901
Williams Jones Wealth Management
New York
$1.73M -$50.4K -230 -3%
CWM
902
Centurion Wealth Management
Virginia
$1.72M
GC
903
Grimes & Company
Massachusetts
$1.72M -$37.4K -171 -2%
LAIC
904
Lederer & Associates Investment Counsel
California
$1.72M +$161K +737 +10%
BBWP
905
Beacon Bridge Wealth Partners
Pennsylvania
$1.71M +$2.19K +10 +0.1%
IDA
906
Intelligence Driven Advisers
California
$1.71M -$8.1K -37 -0.5%
FNT
907
First Nebraska Trust
Nebraska
$1.71M
MSAM
908
Moloney Securities Asset Management
Missouri
$1.7M -$255K -1,164 -13%
WB
909
WesBanco Bank
West Virginia
$1.7M +$99.8K +456 +6%
LCM
910
Legato Capital Management
California
$1.7M
TNA
911
True North Advisors
Texas
$1.69M -$219 -1 -0%
FTWA
912
Fifth Third Wealth Advisors
Ohio
$1.66M +$97.2K +444 +6%
RCM
913
Radnor Capital Management
Pennsylvania
$1.66M
1CP
914
17 Capital Partners
Arizona
$1.66M +$15.3K +70 +0.9%
HTC
915
Haverford Trust Company
Pennsylvania
$1.66M -$9.85K -45 -0.6%
MCCA
916
Mill Creek Capital Advisors
Pennsylvania
$1.64M
BFO
917
Boston Family Office
Massachusetts
$1.64M +$160K +730 +11%
A
918
Allianz
Germany
$1.63M -$999K -4,561 -38%
EAM
919
Eukles Asset Management
Ohio
$1.62M +$240K +1,098 +18%
Jane Street
920
Jane Street
New York
$1.62M -$23.7M -108,147 -94%
LGA
921
Lebenthal Global Advisors
New York
$1.62M -$260K -1,189 -14%
SCTC
922
Sanibel Captiva Trust Company
Florida
$1.61M -$157K -718 -9%
ST
923
Spinnaker Trust
Maine
$1.61M
MAM
924
Mystic Asset Management
Rhode Island
$1.6M -$2.19K -10 -0.1%
AWMT
925
AAFMAA Wealth Management & Trust
North Carolina
$1.59M +$125K +573 +9%

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.