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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
BAM
1476
Bellevue Asset Management
Washington
$340K
MSS
1477
Mitchell Sinkler & Starr
Pennsylvania
$339K -$50.4K -230 -13%
OL
1478
OneFund LLC
Florida
$337K +$219 +1 +0.1%
SI
1479
Severin Investments
Missouri
$337K -$5.91K -27 -2%
AAMA
1480
Advanced Asset Management Advisors
Ohio
$337K
IAMOG
1481
Investors Asset Management of Georgia
Georgia
$336K
JC
1482
JB Capital
Connecticut
$335K -$3.02M -13,789 -90%
RIA
1483
Richwood Investment Advisors
Ohio
$333K
MAM
1484
Meeder Asset Management
Ohio
$332K +$34.6K +158 +12%
VCM
1485
Versant Capital Management
Arizona
$332K +$196K +893 +146%
PWPS
1486
Pinnacle Wealth Planning Services
Ohio
$331K +$44.9K +205 +16%
KMWM
1487
Keudell/Morrison Wealth Management
Oregon
$331K -$24.5K -112 -7%
UF
1488
Univest Financial
Pennsylvania
$331K +$87.6K +400 +36%
CWS
1489
Cypress Wealth Services
California
$331K +$39.4K +180 +14%
RZH
1490
Relyea Zuckerberg Hanson
Connecticut
$331K -$32.4K -148 -9%
UWM
1491
USAdvisors Wealth Management
Minnesota
$329K -$17.3K -79 -5%
1IA
1492
1834 Investment Advisors
Wisconsin
$329K -$52.3K -239 -14%
NEWAS
1493
N.E.W. Advisory Services
Wisconsin
$327K -$18K -82 -5%
RT
1494
Rockland Trust
Massachusetts
$327K
PWM
1495
Pines Wealth Management
North Carolina
$325K +$363K +1,660 New
FMTC
1496
Farmers & Merchants Trust Company
California
$324K
WGCA
1497
Wolf Group Capital Advisors
Virginia
$323K -$2.61M -11,915 -89%
EFM
1498
E Fund Management
China
$323K +$12K +55 +4%
HS
1499
Horan Securities
United States
$321K -$168K -766 -35%
WFA
1500
Wellspring Financial Advisors
Ohio
$320K -$53.2K -243 -14%

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.