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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
CT
1426
Colonial Trust
South Carolina
$376K -$4.6K -21 -1%
USB
1427
Union Savings Bank
Connecticut
$375K
FG
1428
Fiduciary Group
Georgia
$375K +$125K +572 +51%
TPWA
1429
TRUE Private Wealth Advisors
Oregon
$375K -$2.63K -12 -0.7%
JCM
1430
Jacobsen Capital Management
Utah
$374K +$9.85K +45 +3%
MAM
1431
Marquette Asset Management
Minnesota
$373K
FHC
1432
First Heartland Consultants
Missouri
$372K -$3.5K -16 -0.9%
CCB
1433
Cutter & Co Brokerage
Missouri
$372K -$10.9K -50 -3%
FRA
1434
Front Row Advisors
California
$372K -$1.53K -7 -0.4%
OF
1435
Optimize Financial
California
$369K -$64.8K -296 -15%
CCWM
1436
Cassaday & Co Wealth Management
Virginia
$368K -$21K -96 -5%
ALC
1437
Alexander Labrunerie & Co
Missouri
$368K
CAM
1438
Concorde Asset Management
Michigan
$368K
Legacy Financial Group (Iowa)
1439
Legacy Financial Group (Iowa)
Iowa
$365K
CHP
1440
Cable Hill Partners
Oregon
$365K -$21.2K -97 -5%
RSA
1441
River Street Advisors
Illinois
$365K -$10.9K -50 -3%
GFG
1442
Goldstone Financial Group
Illinois
$364K
Westfield Capital Management
1443
Westfield Capital Management
Massachusetts
$364K +$361K +1,650 New
FPWM
1444
FSB Premier Wealth Management
Iowa
$363K +$65K +297 +22%
CWM
1445
Chemistry Wealth Management
New York
$363K
2L
1446
25 LLC
Missouri
$360K +$2.19K +10 +0.6%
OSNBOA
1447
Old Second National Bank of Aurora
Illinois
$360K -$2.41K -11 -0.7%
CWA
1448
Cura Wealth Advisors
Illinois
$359K +$356K +1,627 New
GA
1449
Greenspring Advisors
Maryland
$358K -$39.4K -180 -10%
HC
1450
Hourglass Capital
Texas
$357K

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.