We are live on ! Find out more
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
FA
1451
Fermata Advisors
California
$357K +$64.4K +294 +22%
JSW
1452
Journey Strategic Wealth
New Jersey
$357K +$41.6K +190 +13%
LRIC
1453
Long Road Investment Counsel
Michigan
$354K +$351K +1,604 New
RBC
1454
Roble Belko & Company
Pennsylvania
$354K +$175K +800 +100%
AHC
1455
Adell Harriman & Carpenter
Texas
$354K +$17.5K +80 +5%
VCM
1456
Vision Capital Management
Oregon
$354K
ATFA
1457
All Terrain Financial Advisors
Minnesota
$353K
SAG
1458
SageView Advisory Group
California
$353K +$13.6K +62 +4%
GJWM
1459
Gilliland Jeter Wealth Management
Arkansas
$353K +$1.75K +8 +0.5%
LC
1460
LCNB Corp
Ohio
$350K -$7.01K -32 -2%
SIM
1461
Sentry Investment Management
Wisconsin
$349K -$115K -525 -23%
GIP
1462
Greatmark Investment Partners
Georgia
$348K
CH
1463
Canton Hathaway
Rhode Island
$347K +$291K +1,330 +554%
OCBCO
1464
Oversea-Chinese Banking Corp (OCBC)
Singapore
$347K +$344K +1,571 New
CIAS
1465
Capital Investment Advisory Services
North Carolina
$346K +$344K +1,569 New
SBFM
1466
S-Bank Fund Management
Finland
$346K +$343K +1,566 New
PRP
1467
Peak Retirement Planning
Ohio
$346K +$343K +1,565 New
DBG
1468
De Burlo Group
Massachusetts
$345K
PWAM
1469
Private Wealth Asset Management
Iowa
$345K +$342K +1,562 New
SFS
1470
Security Financial Services
Indiana
$345K -$22.6K -103 -6%
ME
1471
McIlrath & Eck
Washington
$345K +$282K +1,290 +474%
DAS
1472
Diversify Advisory Services
Utah
$345K +$407K +1,861 New
IP
1473
Isthmus Partners
Wisconsin
$344K
ISL
1474
Ingalls & Snyder LLC
New York
$343K -$25.2K -115 -7%
RCP
1475
Rothschild Capital Partners
New York
$340K

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.