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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
MHC
1301
Meyer Handelman Company
New York
$530K
FMLI
1302
Fukoku Mutual Life Insurance
Japan
$527K -$15.3K -70 -3%
FBC
1303
Fairfield, Bush & Co
Connecticut
$527K +$205K +935 +64%
IWM
1304
IHT Wealth Management
Illinois
$526K +$4.6K +21 +0.9%
CL
1305
CSS LLC
Illinois
$526K -$696K -3,180 -57%
MSFP
1306
Mark Sheptoff Financial Planning
Connecticut
$525K
GS
1307
GTS Securities
New York
$524K -$486K -2,218 -48%
RMDI
1308
R.M. Davis Inc
Maine
$519K +$58.2K +266 +13%
CCA
1309
Childress Capital Advisors
Texas
$518K -$8.76K -40 -2%
JSSH
1310
J. Safra Sarasin Holding
$516K +$512K +2,338 New
BWG
1311
Berry Wealth Group
Texas
$515K +$27.8K +127 +6%
RPWA
1312
Regent Peak Wealth Advisors
Georgia
$514K -$3.28K -15 -0.6%
3IP
1313
3Chopt Investment Partners
Virginia
$512K +$508K +2,319 New
CFFP
1314
Center for Financial Planning
Michigan
$511K +$3.94K +18 +0.8%
WA
1315
Wambolt & Associates
Colorado
$511K -$104K -475 -17%
SCM
1316
Schnieders Capital Management
California
$508K
WCF
1317
West Coast Financial
California
$506K
BW
1318
Blalock Williams
Alabama
$505K +$45.1K +206 +10%
JWM
1319
Jackson Wealth Management
Florida
$504K -$60.4K -276 -11%
GAA
1320
Global Assets Advisory
Florida
$503K +$526K +2,403 New
BCG
1321
Breakwater Capital Group
New Jersey
$502K +$247K +1,128 +99%
SRL
1322
Scientech Research LLC
New Jersey
$501K +$23.9K +109 +5%
MAG
1323
M3 Advisory Group
Massachusetts
$499K -$27.1K -124 -5%
DBRC
1324
D.B. Root & Company
Pennsylvania
$498K -$13.1K -60 -3%
AF
1325
Arrow Financial
New York
$497K

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.