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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
LFA
926
Legend Financial Advisors
Pennsylvania
$1.59M
CPA
927
Court Place Advisors
Maryland
$1.58M +$14.7K +67 +0.9%
LFAS
928
Level Four Advisory Services
Texas
$1.58M -$589K -2,692 -27%
CCFM
929
Clear Creek Financial Management
Washington
$1.58M +$1.56M +7,134 New
PCA
930
Purkiss Capital Advisors
Connecticut
$1.57M
AAP
931
Arax Advisory Partners
Colorado
$1.57M -$145K -662 -9%
SMC
932
Smith, Moore & Co
Missouri
$1.57M +$32.8K +150 +2%
MW
933
Maia Wealth
Colorado
$1.55M -$17.1K -78 -1%
HSA
934
HBK Sorce Advisory
Pennsylvania
$1.55M +$42.3K +193 +3%
HCMT
935
Highland Capital Management (Tennessee)
Tennessee
$1.54M +$229K +1,047 +18%
SSIM
936
Sheets Smith Investment Management
Texas
$1.54M +$1.97K +9 +0.1%
ACA
937
Anchor Capital Advisors
Massachusetts
$1.54M -$8.32K -38 -0.5%
DTL
938
Dynamic Technology Lab
Singapore
$1.53M +$1.52M +6,950 New
HVCM
939
Hel Ved Capital Management
Hong Kong
$1.53M -$1.05M -4,800 -41%
RWM
940
Ritholtz Wealth Management
New York
$1.53M +$399K +1,821 +36%
BCWM
941
Bartlett & Co Wealth Management
Ohio
$1.53M +$36.8K +168 +2%
PCM
942
Prelude Capital Management
New York
$1.53M -$1.13M -5,182 -43%
TCOV
943
Trust Company of Vermont
Vermont
$1.53M +$16K +73 +1%
LT
944
Legacy Trust
Michigan
$1.52M -$12K -55 -0.8%
SIA
945
SkyView Investment Advisors
New Jersey
$1.52M +$108K +494 +8%
EGM
946
Engineers Gate Manager
New York
$1.52M -$474K -2,163 -24%
PA
947
Parallel Advisors
California
$1.52M +$161K +735 +12%
AG
948
AlTi Global
New York
$1.51M -$14.9K -68 -1%
SFFS
949
Stonehage Fleming Financial Services
Jersey
$1.51M -$4.16K -19 -0.3%
BTD
950
BankPlus Trust Department
Mississippi
$1.5M -$58.9K -269 -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.