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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
SSB
1626
Sandy Spring Bank
Maryland
$241K -$9.2K -42 -4%
MWM
1627
Modern Wealth Management
Kansas
$240K -$24.5K -112 -9%
IAN
1628
Integrated Advisors Network
Texas
$240K -$876K -4,002 -79%
BW
1629
BIP Wealth
Georgia
$240K +$876 +4 +0.4%
BCM
1630
BluePath Capital Management
Georgia
$239K
ACG
1631
Allen Capital Group
Nebraska
$239K +$21.2K +97 +10%
CAM
1632
Clark Asset Management
New Hampshire
$238K
KCM
1633
Kornitzer Capital Management
Kansas
$238K
FOA
1634
Five Oceans Advisors
California
$238K +$1.97K +9 +0.8%
FFP
1635
FourThought Financial Partners
Florida
$237K -$22.3K -102 -9%
TL
1636
Tradewinds LLC
North Carolina
$237K -$8.76K -40 -4%
MWA
1637
Muirfield Wealth Advisors
North Carolina
$237K +$10.1K +46 +4%
G
1638
GenTrust
Florida
$236K -$5.47K -25 -2%
WGAM
1639
Wilkinson Global Asset Management
New York
$235K
OC
1640
Oakworth Capital
Alabama
$235K +$12.3K +56 +6%
PWA
1641
Physician Wealth Advisors
Utah
$235K -$4.82K -22 -2%
CPA
1642
Cardiff Park Advisors
California
$235K
EP
1643
Edgestream Partners
New Jersey
$235K -$1.1M -5,025 -83%
TC
1644
TwinBeech Capital
New York
$234K +$232K +1,059 New
CAM
1645
CPA Asset Management
Florida
$234K
IPAM
1646
Investment Partners Asset Management
New Jersey
$234K -$1.97K -9 -0.8%
CJ
1647
Caitlin John
Michigan
$233K
FFA
1648
Fairfield Financial Advisors
Massachusetts
$231K +$93.7K +428 +69%
FI
1649
Financial Insights
Washington
$231K +$4.38K +20 +2%
MA
1650
MJP Associates
Connecticut
$231K +$229K +1,044 New

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.