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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
CI
1001
Cigna Investments
Connecticut
$1.26M -$33.1K -151 -3%
ECM
1002
Evergreen Capital Management
Washington
$1.26M +$25.6K +117 +2%
CF
1003
Copperwynd Financial
Arizona
$1.26M -$15.3K -70 -1%
BCM
1004
Bridgeway Capital Management
Texas
$1.26M +$1.25M +5,690 New
UCB
1005
United Community Bank
South Carolina
$1.25M +$50.6K +231 +4%
DWM
1006
Drive Wealth Management
Utah
$1.25M +$1.24M +5,658 New
SFP
1007
Shepherd Financial Partners
Massachusetts
$1.25M -$21.2K -97 -2%
FFG
1008
Fortem Financial Group
California
$1.23M -$171K -780 -12%
FIM
1009
Freedom Investment Management
Connecticut
$1.21M -$236K -1,076 -16%
PCM
1010
Parsons Capital Management
Rhode Island
$1.2M
V
1011
VeraBank
Texas
$1.2M -$219K -1,000 -16%
MWM
1012
Modera Wealth Management
New Jersey
$1.2M -$87.4K -399 -7%
AIP
1013
Ameritas Investment Partners
Nebraska
$1.2M -$26.9K -123 -2%
NL
1014
NVWM LLC
Pennsylvania
$1.19M -$876 -4 -0.1%
UAML
1015
US Asset Management LLC
Pennsylvania
$1.19M +$275K +1,256 +30%
LCM
1016
LVM Capital Management
Michigan
$1.19M
DFG
1017
Delta Financial Group
New Jersey
$1.19M +$16K +73 +1%
ACM
1018
Allred Capital Management
Texas
$1.19M +$99.4K +454 +9%
SG
1019
StoneX Group
New York
$1.19M +$932K +4,257 +381%
BPA
1020
Beacon Pointe Advisors
California
$1.17M +$153K +698 +15%
FCBT
1021
First Citizens Bank & Trust
North Carolina
$1.17M -$28.9K -132 -2%
FFM
1022
Forum Financial Management
Illinois
$1.17M +$3.5K +16 +0.3%
EFG
1023
Everhart Financial Group
Ohio
$1.17M +$131K +598 +13%
PPC
1024
Park Place Capital
Alabama
$1.16M -$503K -2,296 -30%
PDL
1025
Portfolio Design Labs
California
$1.15M -$2.53M -11,541 -69%

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.