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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
CVM
951
Cheviot Value Management
California
$1.5M -$8.24M -37,644 -82%
BWP
952
Burling Wealth Partners
Illinois
$1.49M -$76K -347 -5%
DM
953
Delphi Management
Massachusetts
$1.49M -$139K -635 -9%
RCM
954
Ridgepath Capital Management
Tennessee
$1.49M
VFA
955
Valeo Financial Advisors
Indiana
$1.49M +$482K +2,203 +49%
AFG
956
Atomi Financial Group
New York
$1.48M +$300K +1,371 +26%
PPA
957
Pacific Point Advisors
California
$1.48M +$117K +535 +9%
DWM
958
Dogwood Wealth Management
Kansas
$1.48M -$24.5K -112 -2%
PFGIA
959
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M +$267K +1,219 +22%
LWM
960
Lionsbridge Wealth Management
Florida
$1.47M -$333K -1,520 -19%
MPM
961
Meritage Portfolio Management
Kansas
$1.47M
Empower Advisory Group
962
Empower Advisory Group
Colorado
$1.45M -$180K -823 -11%
TAM
963
Trust Asset Management
Texas
$1.45M -$168K -768 -10%
YC
964
Yarbrough Capital
Tennessee
$1.44M -$713K -3,257 -33%
WPC
965
Wedmont Private Capital
Pennsylvania
$1.43M +$67K +306 +5%
HCM
966
Hengehold Capital Management
Ohio
$1.43M +$398K +1,820 +39%
VFA
967
Voya Financial Advisors
Connecticut
$1.43M -$27.1K -124 -2%
IIA
968
IPG Investment Advisors
California
$1.42M +$1.41M +6,451 New
AC
969
AXQ Capital
New Jersey
$1.42M +$1.41M +6,435 New
DIA
970
Dean Investment Associates
Ohio
$1.42M -$92.2K -421 -6%
CBT
971
CoreFirst Bank & Trust
Kansas
$1.41M
FAIM
972
Financial Advocates Investment Management
Washington
$1.41M +$14.9K +68 +1%
NAS
973
Nicolet Advisory Services
Wisconsin
$1.41M -$3.94K -18 -0.3%
NP
974
NorthRock Partners
Minnesota
$1.41M +$18K +82 +1%
BTW
975
Boston Trust Walden
Massachusetts
$1.4M

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.