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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
RCA
1226
Resonant Capital Advisors
Wisconsin
$658K +$27.8K +127 +4%
AA
1227
Alta Advisers
United Kingdom
$657K +$241K +1,100 +59%
CF
1228
Centaurus Financial
California
$655K +$82.5K +377 +15%
BOS
1229
Bank of Stockton
California
$650K -$134K -613 -17%
NW
1230
NewEdge Wealth
Pennsylvania
$649K -$20.6K -94 -3%
LCGC
1231
Legacy Capital Group California
California
$648K -$29.6K -135 -4%
SAI
1232
Savvy Advisors Inc
New York
$645K +$320K +1,462 +100%
ZBNA
1233
Zions Bancorporation, National Association
Utah
$643K +$638K +2,914 New
FHA
1234
Flagship Harbor Advisors
Massachusetts
$643K -$41.4K -189 -6%
FNFDCM
1235
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$642K -$1.53K -7 -0.2%
MAM
1236
Martingale Asset Management
Massachusetts
$639K +$633K +2,893 New
PJSIMP
1237
P.J. Schmidt Investment Management (PJS)
Wisconsin
$632K
IMC
1238
Investment Management Corporation
Virginia
$631K +$123K +560 +24%
CFS
1239
CRA Financial Services
New Jersey
$631K
FWA
1240
Flagship Wealth Advisors
Massachusetts
$630K
FPAS
1241
Focus Partners Advisor Solutions
Missouri
$629K +$4.38K +20 +0.7%
KOCAA
1242
Knights of Columbus Asset Advisors
Connecticut
$628K -$8.98K -41 -1%
VIM
1243
Vista Investment Management
Pennsylvania
$627K -$32.8K -150 -5%
RDWM
1244
Red Door Wealth Management
Tennessee
$626K -$23.2K -106 -4%
BFA
1245
Beaumont Financial Advisors
Massachusetts
$626K +$136K +623 +28%
WTC
1246
WhitTier Trust Company
Nevada
$625K +$15.3K +70 +3%
LHC
1247
Little House Capital
Massachusetts
$623K +$617K +2,820 New
AR
1248
Apeiron RIA
Texas
$621K -$25.2K -115 -4%
TWM
1249
Trueblood Wealth Management
Ohio
$619K +$47.9K +219 +8%
SOS
1250
Silver Oak Securities
Tennessee
$612K +$39.8K +182 +7%

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.