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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
VCP
1526
Verus Capital Partners
Arizona
$296K -$22.8K -104 -7%
CCA
1527
Cobblestone Capital Advisors
New York
$295K -$1.31K -6 -0.4%
LAM
1528
Longboard Asset Management
Arizona
$295K
SOW
1529
State of Wyoming
Wyoming
$293K -$206K -940 -41%
PCS
1530
Personal CFO Solutions
New Jersey
$293K +$33.7K +154 +13%
IA
1531
IAM Advisory
Pennsylvania
$293K
FFA
1532
Fragasso Financial Advisors
Pennsylvania
$293K +$10.3K +47 +4%
JSAM
1533
J. Safra Asset Management
New York
$293K +$136K +621 +88%
OCM
1534
Osterweis Capital Management
California
$291K
SGI
1535
Summit Global Investments
Utah
$291K -$328K -1,500 -53%
TC
1536
Trust Company
Kansas
$291K +$3.94K +18 +1%
LFG
1537
Larson Financial Group
Missouri
$290K +$55K +251 +24%
AMM
1538
American Money Management
California
$289K
BAM
1539
Berkshire Asset Management
Pennsylvania
$288K +$20.1K +92 +6%
NI
1540
Natural Investments
California
$288K +$657 +3 +0.2%
LWM
1541
Laidlaw Wealth Management
New York
$286K +$284K +1,297 New
FPGT
1542
Financial Partners Group (Tennessee)
Tennessee
$286K
FMP
1543
Financial Management Professionals
Texas
$286K +$8.32K +38 +3%
AHL
1544
Abel Hall LLC
Louisiana
$286K +$283K +1,293 New
BF
1545
bLong Financial
Tennessee
$284K
IIM
1546
Ipswich Investment Management
Massachusetts
$284K -$221K -1,010 -44%
PPW
1547
Presilium Private Wealth
Pennsylvania
$283K
RRCM
1548
Rappaport Reiches Capital Management
Illinois
$282K +$10.5K +48 +4%
LSIA
1549
LaSalle St. Investment Advisors
Illinois
$281K +$13.6K +62 +5%
PFW
1550
Petros Family Wealth
Minnesota
$281K -$19K -87 -6%

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.