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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
UFF
1051
USA Financial Formulas
Michigan
$1.07M +$203K +927 +24%
FFASIA
1052
FIG FINANCIAL ADVISORY SERVICES INC /ADV
Oklahoma
$1.07M -$68.1K -311 -6%
WIA
1053
Westbourne Investment Advisors
Maryland
$1.06M
HCM
1054
Hilton Capital Management
New York
$1.06M +$1.05M +4,805 New
CIA
1055
Cape Investment Advisory
Georgia
$1.06M -$84.1K -384 -7%
MWM
1056
Meridian Wealth Management
Kentucky
$1.06M -$14.7K -67 -1%
CI
1057
Conning Inc
Connecticut
$1.05M -$149K -682 -13%
PWP
1058
Principle Wealth Partners
Connecticut
$1.05M
WAS
1059
WESPAC Advisors SoCal
California
$1.05M +$210K +958 +25%
IA
1060
IFC Advisors
California
$1.04M +$23.4K +107 +2%
APW
1061
Aventura Private Wealth
Florida
$1.04M +$72.5K +331 +8%
OWA
1062
One Wealth Advisors
California
$1.04M +$499K +2,277 +94%
AI
1063
Ariel Investments
Illinois
$1.04M +$5.47K +25 +0.5%
1SB
1064
1ST Source Bank
Indiana
$1.04M +$219 +1 +0%
CA
1065
Commerzbank Aktiengesellschaft
Germany
$1.04M +$190K +870 +23%
JAG
1066
Journey Advisory Group
Kentucky
$1.04M +$1.03M +4,694 New
RIA
1067
Regal Investment Advisors
Michigan
$1.04M +$8.76K +40 +0.9%
EDRH
1068
Edmond de Rothschild Holding
Switzerland
$1.03M +$260K +1,186 +34%
OIA
1069
Optimum Investment Advisors
Illinois
$1.02M -$38.3K -175 -4%
SIA
1070
Schechter Investment Advisors
Michigan
$1.02M -$194K -884 -16%
Capstone Investment Advisors
1071
Capstone Investment Advisors
New York
$1.02M +$971K +4,436 +2,492%
CA
1072
Crumly & Associates
Illinois
$1.02M +$13.1K +60 +1%
DA
1073
Drake & Associates
Wisconsin
$1.02M +$155K +710 +18%
GWSG
1074
GPS Wealth Strategies Group
Colorado
$1.01M -$46.2K -211 -4%
MA
1075
Mutual Advisors
Nebraska
$1.01M -$21K -96 -2%

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.