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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
IWA
1376
Icon Wealth Advisors
Texas
$422K -$14.4K -66 -3%
OWP
1377
Obermeyer Wealth Partners
Colorado
$421K -$148K -674 -26%
HP
1378
Highlander Partners
Texas
$420K
SB
1379
Strategic Blueprint
Georgia
$418K -$32K -146 -7%
HBT
1380
Heartland Bank & Trust
Illinois
$417K +$414K +1,889 New
FWIA
1381
Fort Washington Investment Advisors
Ohio
$416K -$10.9K -50 -3%
VI
1382
Versor Investments
New York
$415K +$412K +1,881 New
DP
1383
Dearborn Partners
Illinois
$415K
TPI
1384
Trust Point Inc
Wisconsin
$412K -$153K -697 -27%
AI
1385
Accredited Investors
Minnesota
$411K +$22.8K +104 +6%
CNBT
1386
Canandaigua National Bank & Trust
New York
$409K -$10.9K -50 -3%
PL
1387
Plancorp LLC
Missouri
$409K +$405K +1,851 New
MPW
1388
Monterey Private Wealth
California
$409K +$438 +2 +0.1%
TW
1389
TritonPoint Wealth
Maryland
$408K +$28.7K +131 +8%
NAM
1390
NTV Asset Management
West Virginia
$406K +$134K +611 +50%
CA
1391
Crewe Advisors
Utah
$404K +$86K +393 +27%
LPAM
1392
Lodestar Private Asset Management
California
$404K
RWB
1393
RMR Wealth Builders
New Jersey
$404K +$6.57K +30 +2%
PAW
1394
Plan A Wealth
Nebraska
$403K +$399K +1,823 New
NPF
1395
Norris Perne & French
Michigan
$401K
SCP
1396
Sivia Capital Partners
California
$401K +$29.1K +133 +8%
PWP
1397
Phillips Wealth Planners
Mississippi
$400K +$15.3K +70 +4%
CH
1398
Cromwell Holdings
Wyoming
$399K
AWA
1399
Arete Wealth Advisors
Illinois
$395K -$20.4K -93 -5%
CFP
1400
Cascade Financial Partners
California
$393K -$39K -178 -9%

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.