We are live on ! Find out more
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
JWCA
976
J.W. Cole Advisors
Florida
$1.4M +$738K +3,370 +114%
SW
977
SlateStone Wealth
Florida
$1.39M +$438K +2,000 +46%
SC
978
Syon Capital
California
$1.39M +$268K +1,223 +24%
RAG
979
RIA Advisory Group
Iowa
$1.37M -$246K -1,122 -15%
IFWM
980
Institute for Wealth Management
Colorado
$1.37M -$10.5K -48 -0.8%
KWM
981
Kingsview Wealth Management
Oregon
$1.37M -$5.69K -26 -0.4%
WLG
982
Williamson Legacy Group
Indiana
$1.37M +$41.2K +188 +3%
WT
983
Washington Trust
Rhode Island
$1.37M -$59.8K -273 -4%
AF
984
Allworth Financial
California
$1.37M +$118K +541 +8%
GC
985
Gould Capital
Washington
$1.36M -$266K -1,214 -16%
SP
986
Stonebrook Private
Michigan
$1.34M -$657 -3 -0%
MYLI
987
Meiji Yasuda Life Insurance
Japan
$1.34M +$733K +3,349 +122%
ACM
988
Arcataur Capital Management
Wisconsin
$1.33M -$88.9K -406 -6%
CT
989
Chicago Trust
Illinois
$1.33M -$10.7K -49 -0.8%
SC
990
Settian Capital
New York
$1.32M -$219K -1,000 -14%
OIS
991
Okabena Investment Services
Minnesota
$1.32M +$876K +4,000 +200%
PCTC
992
Perkins Coie Trust Company
Washington
$1.32M +$1.53K +7 +0.1%
HWAM
993
Hennion & Walsh Asset Management
New Jersey
$1.32M +$175K +801 +15%
RIM
994
Redwood Investment Management
Arizona
$1.32M +$1.31M +5,978 New
PSC
995
Prentiss Smith & Co
Vermont
$1.32M -$3.5K -16 -0.3%
VC
996
Veracity Capital
Georgia
$1.32M -$529K -2,418 -29%
TA
997
Tectonic Advisors
Texas
$1.31M -$65.9K -301 -5%
APWM
998
Argonautica Private Wealth Management
Massachusetts
$1.29M +$655K +2,990 +105%
LGF
999
LGT Group Foundation
Liechtenstein
$1.29M +$494K +2,257 +63%
BCAM
1000
Boston Common Asset Management
Massachusetts
$1.28M

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.