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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
MIA
1176
MMBG Investment Advisors
Florida
$762K
GD
1177
Grandfield & Dodd
New York
$761K
KWM
1178
KFG Wealth Management
Indiana
$758K -$151K -690 -17%
QWP
1179
Quotient Wealth Partners
Texas
$757K +$53.2K +243 +8%
PP
1180
PDS Planning
Ohio
$755K +$12.7K +58 +2%
RPCONE
1181
Retirement Planning Company of New England
Rhode Island
$754K -$1.09K -5 -0.1%
EFS
1182
Essex Financial Services
Connecticut
$753K +$143K +654 +24%
WFC
1183
Western Financial Corp
California
$753K +$55.8K +255 +8%
HIC
1184
Holderness Investments Company
North Carolina
$742K -$74K -338 -9%
BBA
1185
Baader Bank Aktiengesellschaft
Germany
$738K +$38.1K +174 +5%
MFF
1186
Michels Family Financial
Texas
$738K -$15.3K -70 -2%
OWA
1187
Opal Wealth Advisors
New York
$734K -$22.6K -103 -3%
WT
1188
Whittier Trust
California
$732K -$438K -1,999 -38%
BFA
1189
Beacon Financial Advisory
Ohio
$729K +$12.9K +59 +2%
BCM
1190
Brown Capital Management
Maryland
$726K -$639K -2,918 -47%
OL
1191
Optas LLC
Texas
$725K +$8.76K +40 +1%
LI
1192
LVZ Inc
Michigan
$724K
RS
1193
R Squared
Hong Kong
$724K +$563K +2,570 +362%
TCPW
1194
Twin City Private Wealth
North Carolina
$721K -$47.9K -219 -6%
MC
1195
Matisse Capital
Oregon
$717K
First Manhattan
1196
First Manhattan
New York
$714K
AWM
1197
Angeles Wealth Management
California
$713K -$36.6K -167 -5%
SFS
1198
Sowell Financial Services
Arkansas
$712K +$706K +3,226 New
OTPPB
1199
Ontario Teachers' Pension Plan Board
Ontario, Canada
$709K -$168K -769 -19%
RFW
1200
Rainier Family Wealth
Washington
$708K -$31.1K -142 -4%

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.