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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
IBOK
1351
Independence Bank of Kentucky
Kentucky
$451K -$36.1K -165 -7%
CCG
1352
Cypress Capital Group
Florida
$447K -$39K -178 -8%
WPW
1353
Waldron Private Wealth
Pennsylvania
$447K -$640K -2,923 -59%
AIC
1354
Archer Investment Corporation
Indiana
$445K +$2.63K +12 +0.6%
PWM
1355
Power Wealth Management
Georgia
$445K -$28K -128 -6%
HBW
1356
Hazlett, Burt & Watson
West Virginia
$444K +$21.9K +100 +5%
DWP
1357
Daymark Wealth Partners
Ohio
$443K +$93.3K +426 +27%
BFO
1358
Biltmore Family Office
North Carolina
$442K
CM
1359
Castleark Management
Illinois
$442K
ICCON
1360
Investment Counsel Company of Nevada
Nevada
$442K
CI
1361
Corient IA
Florida
$442K +$438K +2,000 New
CAAS
1362
Capital Asset Advisory Services
Michigan
$441K -$17.5K -80 -4%
CA
1363
Claro Advisors
Massachusetts
$437K -$1.09K -5 -0.3%
HPBT
1364
Hickory Point Bank & Trust
Illinois
$435K +$7.66K +35 +2%
EM
1365
Excalibur Management
Massachusetts
$435K
LSV Asset Management
1366
LSV Asset Management
Illinois
$434K -$1.37M -6,268 -76%
BIA
1367
Bigelow Investment Advisors
Maine
$433K +$4.82K +22 +1%
YDMI
1368
Y.D. More Investments
Israel
$432K -$26.5K -121 -6%
WMA
1369
Wealth Management Associates
New Jersey
$431K
PVM
1370
Palogic Value Management
Texas
$430K +$19.9K +91 +5%
AI
1371
AXS Investments
New York
$428K +$17.5K +80 +4%
VA
1372
Valmark Advisers
Ohio
$426K -$45.3K -207 -10%
WFI
1373
West Family Investments
California
$425K -$51.9K -237 -11%
NPT
1374
Nixon Peabody Trust
Massachusetts
$423K -$20.1K -92 -5%
FNBOMD
1375
First National Bank of Mount Dora
Florida
$422K -$100K -457 -19%

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.