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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
PCMC
1201
Paragon Capital Management (Colorado)
Colorado
$707K
VCM
1202
Virtue Capital Management
Tennessee
$703K +$465K +2,125 +200%
AWA
1203
Aaron Wealth Advisors
Illinois
$703K +$42.3K +193 +6%
CWP
1204
Curated Wealth Partners
California
$703K +$8.1K +37 +1%
NGA
1205
Naples Global Advisors
Florida
$702K -$2.41K -11 -0.3%
LIM
1206
Leavell Investment Management
Alabama
$702K +$9.63K +44 +1%
PCM
1207
Pointe Capital Management
Michigan
$697K
TPW
1208
Talon Private Wealth
Florida
$695K
BAM
1209
Belpointe Asset Management
Nevada
$690K +$80.3K +367 +13%
GS
1210
GWN Securities
Florida
$687K +$682K +3,113 New
SB
1211
Simmons Bank
Arkansas
$687K +$78.8K +360 +13%
SW
1212
SkyOak Wealth
Michigan
$684K -$14.4K -66 -2%
RP
1213
Riverbridge Partners
Minnesota
$680K
FCP
1214
Fidelis Capital Partners
Florida
$679K -$12.9K -59 -2%
WIS
1215
Wright Investors Service
Connecticut
$678K +$55.8K +255 +9%
VAS
1216
Vestmark Advisory Solutions
Massachusetts
$674K +$369K +1,684 +123%
IC
1217
Iconiq Capital
California
$672K -$442K -2,019 -40%
CFP
1218
Catalyst Financial Partners
Massachusetts
$668K +$28.2K +129 +4%
CT
1219
Clearstead Trust
Maine
$668K -$5.47K -25 -0.8%
LWMM
1220
Legacy Wealth Management (Mississippi)
Mississippi
$662K -$175K -800 -21%
PA
1221
Promethium Advisors
Maryland
$662K
SAM
1222
Strategy Asset Managers
California
$662K +$656K +2,996 New
LRWA
1223
Long Run Wealth Advisors
New York
$660K +$13.8K +63 +2%
OFS
1224
OneAscent Financial Services
Alabama
$658K +$314K +1,435 +93%
EP
1225
EPIQ Partners
Minnesota
$658K

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.