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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
MPM
1501
MBB Public Markets
Illinois
$317K +$314K +1,434 New
CAG
1502
Csenge Advisory Group
Florida
$316K -$136K -621 -29%
CCA
1503
Cottonwood Capital Advisors
Utah
$316K -$46.9K -214 -13%
MAM
1504
Mainsail Asset Management
Alabama
$315K +$657 +3 +0.2%
CCA
1505
Carrera Capital Advisors
Michigan
$315K -$246K -1,124 -44%
FA
1506
Fedenia Advisers
Wisconsin
$314K -$31.1K -142 -9%
CAM
1507
Claret Asset Management
Quebec, Canada
$313K -$1.75K -8 -0.6%
AWA
1508
AGH Wealth Advisors
Kansas
$312K -$1.09K -5 -0.4%
CCM
1509
Chickasaw Capital Management
Tennessee
$312K
JIP
1510
Jaffetilchin Investment Partners
Florida
$309K +$1.09K +5 +0.4%
CAM
1511
Cidel Asset Management
Ontario, Canada
$307K -$12.9K -59 -4%
KCM
1512
Kathmere Capital Management
Pennsylvania
$305K +$19.3K +88 +7%
CLOS
1513
Compagnie Lombard Odier SCmA
Switzerland
$305K
FFA
1514
Frazier Financial Advisors
Ohio
$305K
EA
1515
Ergawealth Advisors
Illinois
$304K
IF
1516
Intrua Financial
Texas
$304K
MFWP
1517
Mosaic Family Wealth Partners
Missouri
$303K +$86.9K +397 +41%
SWA
1518
SFMG Wealth Advisors
Texas
$301K -$2.19K -10 -0.7%
KSWWM
1519
Keyes Stange & Wooten Wealth Management
Florida
$301K -$27.4K -125 -8%
SWA
1520
Strategies Wealth Advisors
Michigan
$300K +$298K +1,359 New
WIA
1521
Wetzel Investment Advisors
Indiana
$299K -$10.7K -49 -3%
JWA
1522
JFS Wealth Advisors
Pennsylvania
$299K +$438 +2 +0.1%
AUB
1523
Atlantic Union Bankshares
Virginia
$298K
SWM
1524
Seed Wealth Management
Illinois
$298K
CSB
1525
City State Bank
Iowa
$297K

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.