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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
SQA
1251
Simon Quick Advisors
New Jersey
$610K +$193K +880 +47%
FB
1252
Finward Bancorp
Indiana
$609K
WAG
1253
Wallace Advisory Group
California
$609K -$49.9K -228 -7%
WA
1254
Wealth Alliance
New York
$606K +$166K +758 +38%
PPWP
1255
Premier Path Wealth Partners
New Jersey
$606K +$56.7K +259 +10%
PWMAG
1256
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$1.75K +8 +0.3%
RWP
1257
RWA Wealth Partners
Massachusetts
$603K -$114K -520 -16%
FC
1258
Forte Capital
New York
$602K -$41.6K -190 -7%
CFO
1259
CVA Family Office
Colorado
$598K +$14.2K +65 +2%
SG
1260
Somerset Group
Minnesota
$594K
CWG
1261
Cornerstone Wealth Group
North Carolina
$592K +$66.3K +303 +13%
SMA
1262
Sage Mountain Advisors
Georgia
$588K +$61.5K +281 +12%
EWS
1263
Evergreen Wealth Solutions
Pennsylvania
$588K -$179K -818 -23%
TIA
1264
Tiemann Investment Advisors
California
$586K -$52.5K -240 -8%
LG
1265
Leuthold Group
Minnesota
$585K -$16K -73 -3%
ILI
1266
Invesco LLC (Illinois)
Illinois
$582K +$133K +608 +30%
TCM
1267
Tributary Capital Management
Nebraska
$581K -$19.7K -90 -3%
FM
1268
Foster & Motley
Ohio
$580K -$4.16K -19 -0.7%
FFA
1269
Florida Financial Advisors
Florida
$579K +$313K +1,430 +120%
MAM
1270
Marotta Asset Management
Virginia
$577K
IAA
1271
Ironsides Asset Advisors
North Carolina
$576K -$224K -1,025 -28%
WF
1272
WoodTrust Financial
Wisconsin
$576K
PBO
1273
Peoples Bank (Ohio)
Ohio
$575K -$912K -4,165 -62%
KIM
1274
Kane Investment Management
California
$573K +$568K +2,593 New
RP
1275
Riverwater Partners
Wisconsin
$572K -$125K -572 -18%

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.