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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
APC
1126
Aspire Private Capital
North Carolina
$906K +$42.9K +196 +5%
CWS
1127
Confluence Wealth Services
Pennsylvania
$901K +$203K +925 +29%
RYIA
1128
Roehl & Yi Investment Advisors
Oregon
$900K -$67.2K -307 -7%
CBT
1129
Central Bank & Trust
Kentucky
$899K
VCP
1130
Vista Capital Partners
Oregon
$891K +$3.72K +17 +0.4%
CCA
1131
Checchi Capital Advisers
California
$889K -$4.16K -19 -0.5%
EFL
1132
ERn Financial LLC
Wisconsin
$887K -$50.8K -232 -5%
RC
1133
RBF Capital
California
$883K
CG
1134
CFO4Life Group
Texas
$874K -$107K -487 -11%
MYIA
1135
Mount Yale Investment Advisors
Colorado
$872K -$38.8K -177 -4%
SAM
1136
Sompo Asset Management
Japan
$870K +$530K +2,420 +159%
CGL
1137
Clarius Group LLC
Washington
$869K -$12.5K -57 -1%
DL
1138
DOHJ LLC
Washington
$868K -$42.5K -194 -5%
MA
1139
MONECO Advisors
Connecticut
$867K +$6.35K +29 +0.7%
AMBIA
1140
Allen Mooney & Barnes Investment Advisors
Georgia
$864K
AIMCA
1141
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$861K
MFS
1142
Madrona Financial Services
Washington
$857K -$1.75K -8 -0.2%
T. Rowe Price Investment Management
1143
T. Rowe Price Investment Management
Maryland
$854K +$219 +1 +0%
OWA
1144
Outlook Wealth Advisors
Texas
$854K -$9.63K -44 -1%
HAG
1145
HF Advisory Group
Maryland
$853K -$15.3K -70 -2%
IP
1146
Intellectus Partners
California
$848K -$129K -587 -13%
QWM
1147
Quadcap Wealth Management
Texas
$844K -$1.75K -8 -0.2%
CNBTD
1148
Citizens National Bank Trust Department
Mississippi
$842K -$84.3K -385 -9%
SCI
1149
Stableford Capital II
Arizona
$842K +$219 +1 +0%
AFT
1150
Alpha Family Trust
California
$840K

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.