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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
SW
1151
SMART Wealth
Nebraska
$837K +$66.3K +303 +9%
LI
1152
Lafayette Investments
Maryland
$837K +$41.4K +189 +5%
SCM
1153
Shelton Capital Management
Colorado
$836K -$10.7M -48,768 -93%
JFG
1154
Jefferies Financial Group
New York
$829K +$821K +3,752 New
LWAM
1155
Legacy Wealth Asset Management
Minnesota
$826K -$13.1K -60 -2%
DW30
1156
Drucker Wealth 3.0
New Jersey
$819K -$210K -958 -21%
GM
1157
GeoWealth Management
Illinois
$812K -$1.75K -8 -0.2%
KFP
1158
KMG Fiduciary Partners
Ohio
$807K
PSP
1159
Principal Street Partners
Tennessee
$805K -$113K -514 -12%
CSA
1160
Cornerstone Select Advisors
Missouri
$804K +$28K +128 +4%
BA
1161
Bridgewater Advisors
New York
$802K +$948K +4,331 New
MMEA
1162
Main Management ETF Advisors
California
$796K +$789K +3,605 New
PL
1163
Perpetual Ltd
Australia
$791K +$1.53K +7 +0.2%
MC
1164
Miramar Capital
Illinois
$789K
CWIG
1165
Chung Wu Investment Group
Texas
$786K +$67.9K +310 +10%
CIA
1166
Citadel Investment Advisory
Ohio
$784K -$19.7K -90 -2%
MHC
1167
May Hill Capital
Massachusetts
$779K +$25.8K +118 +3%
HWA
1168
Heritage Wealth Advisors
Virginia
$776K -$657 -3 -0.1%
Balyasny Asset Management
1169
Balyasny Asset Management
Illinois
$776K -$26.6M -121,613 -97%
BWP
1170
BSW Wealth Partners
Colorado
$775K -$49.9K -228 -6%
ICP
1171
Impact Capital Partners
Colorado
$774K -$36.8K -168 -5%
FM
1172
Freemont Management
Switzerland
$773K -$87.6K -400 -10%
PWM
1173
Perigon Wealth Management
California
$770K -$17.3K -79 -2%
HCM
1174
Howard Capital Management
Georgia
$769K -$119K -542 -13%
CIG
1175
Cascade Investment Group
Colorado
$763K +$4.6K +21 +0.6%

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.