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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
1WM
1551
1858 Wealth Management
Ohio
$280K -$43.1K -197 -13%
DFA
1552
DHJJ Financial Advisors
Illinois
$279K -$22.1K -101 -7%
CPIG
1553
Chicago Partners Investment Group
Illinois
$279K +$5.04K +23 +2%
ML
1554
McAdam LLC
Pennsylvania
$279K -$84.9K -388 -24%
KOMWMG
1555
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$279K
AWM
1556
Accurate Wealth Management
Florida
$278K +$16K +73 +6%
RCM
1557
Raleigh Capital Management
North Carolina
$278K -$50.4K -230 -15%
CPCM
1558
Cardinal Point Capital Management
Ontario, Canada
$277K
KP
1559
Kitching Partners
Pennsylvania
$277K
RFP
1560
Root Financial Partners
California
$276K -$219 -1 -0.1%
CCAM
1561
Cascades Capital Asset Management
North Carolina
$276K
CDWM
1562
Campbell Deegan Wealth Management
Virginia
$276K
AIA
1563
Affinity Investment Advisors
California
$275K +$42.9K +196 +19%
RA
1564
RFG Advisory
Alabama
$275K +$273K +1,247 New
WC
1565
Waterloo Capital
Texas
$274K -$342K -1,562 -56%
MCM
1566
Monument Capital Management
Virginia
$274K
GTAM
1567
Global Trust Asset Management
Florida
$273K +$138K +630 +104%
AO
1568
Advisor OS
Illinois
$272K +$43.6K +199 +19%
GA
1569
GSG Advisors
New Jersey
$271K +$17.7K +81 +7%
WMWM
1570
Whitaker-Myers Wealth Managers
Ohio
$269K
NG
1571
Norden Group
Utah
$269K -$24.7K -113 -8%
BCM
1572
Birmingham Capital Management
Alabama
$268K
Fisher Asset Management
1573
Fisher Asset Management
Washington
$266K -$109K -497 -29%
RIL
1574
Rothschild Investment LLC
Illinois
$265K +$12.9K +59 +5%
BWG
1575
Boomfish Wealth Group
Georgia
$265K

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.