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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
SEIA
1401
Signature Estate & Investment Advisors
California
$392K +$46.9K +214 +14%
AC
1402
AlphaCore Capital
California
$392K +$78.8K +360 +25%
QFPS
1403
Quantum Financial Planning Services
Washington
$390K +$35.2K +161 +10%
OPA
1404
Old Port Advisors
Maine
$389K -$16.4K -75 -4%
GWANC
1405
Guardian Wealth Advisors (North Carolina)
North Carolina
$388K -$273K -1,249 -42%
OFG
1406
Oxford Financial Group
Indiana
$388K +$10.9K +50 +3%
PCM
1407
Permanent Capital Management
Illinois
$387K -$90.9K -415 -19%
TCOT
1408
Trust Company of Toledo
Ohio
$387K -$32.8K -150 -8%
SWM
1409
SeaCrest Wealth Management
New York
$385K -$8.1K -37 -2%
TFA
1410
Tranquilli Financial Advisor
New Jersey
$385K +$16.2K +74 +4%
GA
1411
Goldstein Advisors
Wisconsin
$385K +$4.38K +20 +1%
BFPW
1412
BOK Financial Private Wealth
Colorado
$384K -$2.41K -11 -0.6%
GPW
1413
Genesis Private Wealth
Virginia
$384K +$381K +1,741 New
PIWA
1414
Prevail Innovative Wealth Advisors
Kansas
$384K
KFSC
1415
Keystone Financial Services (Colorado)
Colorado
$384K -$39.4K -180 -9%
KFS
1416
Kaizen Financial Strategies
California
$383K -$52.8K -241 -12%
PWG
1417
Portside Wealth Group
Utah
$383K +$27.1K +124 +8%
HHRDM
1418
H&H Retirement Design & Management
Nevada
$383K -$438 -2 -0.1%
OHWP
1419
Oak Harbor Wealth Partners
North Carolina
$382K -$267K -1,218 -41%
WAP
1420
Wealthcare Advisory Partners
Pennsylvania
$382K -$4.6K -21 -1%
SNBOSCI
1421
Security National Bank of Sioux City Iowa
Iowa
$380K -$2.19K -10 -0.6%
IWA
1422
IVC Wealth Advisors
Pennsylvania
$380K +$876 +4 +0.2%
HTIM
1423
Harbour Trust & Investment Management
Indiana
$379K
NHC
1424
Nicholas Hoffman & Company
Georgia
$376K
FCM
1425
FJ Capital Management
Virginia
$376K +$12.3K +56 +3%

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.