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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
SCM
1101
SCS Capital Management
Massachusetts
$958K +$950K +4,340 New
RGC
1102
Roberts, Glore & Co
Illinois
$954K -$57.8K -264 -6%
OC
1103
Oppenheimer & Co
New York
$954K +$54.5K +249 +6%
CHAM
1104
Clear Harbor Asset Management
Connecticut
$952K +$266K +1,215 +39%
KWA
1105
Kingswood Wealth Advisors
California
$952K -$309K -1,413 -25%
RB
1106
Renasant Bank
Mississippi
$951K -$78.6K -359 -8%
FNBTCON
1107
First National Bank & Trust Co of Newtown
Pennsylvania
$945K
CIC
1108
Carnegie Investment Counsel
Ohio
$944K +$172K +785 +20%
CT
1109
Caldwell Trust
Florida
$943K +$13.6K +62 +1%
LP
1110
LMR Partners
United Kingdom
$942K
FCM
1111
Fieldview Capital Management
Michigan
$937K +$929K +4,243 New
PWP
1112
Prasad Wealth Partners
Ohio
$934K -$23.6K -108 -2%
HWA
1113
HMV Wealth Advisors
Louisiana
$934K
DJSG
1114
D.J. St. Germain
Massachusetts
$933K -$18.4K -84 -2%
SCA
1115
Stonebridge Capital Advisors
Minnesota
$932K +$1.97K +9 +0.2%
IAS
1116
Insigneo Advisory Services
Florida
$925K +$169K +772 +23%
CWA
1117
Crux Wealth Advisors
California
$923K -$194K -886 -17%
AC
1118
Avestar Capital
New York
$921K -$73.3K -335 -7%
CWM
1119
Chesapeake Wealth Management
Virginia
$920K -$109K -496 -11%
NWAG
1120
Net Worth Advisory Group
Utah
$917K -$2.63K -12 -0.3%
CP
1121
Clarendon Private
Massachusetts
$915K +$169K +774 +23%
AIC
1122
Aurora Investment Counsel
Georgia
$913K -$21K -96 -2%
PFBT
1123
Parkside Financial Bank & Trust
Missouri
$912K +$13.8K +63 +2%
AWM
1124
AE Wealth Management
Kansas
$909K -$506K -2,313 -36%
CPC
1125
Cookson Peirce & Co
Pennsylvania
$907K +$161K +736 +22%

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.