We are live on ! Find out more
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
YIA
1651
YHB Investment Advisors
Connecticut
$230K -$21.9K -100 -9%
OAS
1652
Optivise Advisory Services
Tennessee
$230K -$26.3K -120 -10%
Flossbach Von Storch
1653
Flossbach Von Storch
Germany
$230K
TW
1654
Traveka Wealth
California
$229K +$3.28K +15 +1%
EHC
1655
Everett Harris & Co
California
$228K
SIMG
1656
Sonora Investment Management Group
Arizona
$227K +$4.38K +20 +2%
FFWA
1657
Forthright Family Wealth Advisory
Texas
$227K
FFA
1658
First Foundation Advisors
California
$225K -$876 -4 -0.4%
RPGK
1659
Retirement Planning Group (Kansas)
Kansas
$225K +$223K +1,018 New
FFA
1660
Fi3 Financial Advisors
Indiana
$224K -$74K -338 -25%
HAS
1661
Holland Advisory Services
Florida
$224K
FW
1662
FullCircle Wealth
Texas
$223K +$10.3K +47 +4%
T
1663
Transce3nd
Texas
$222K
FG
1664
Foster Group
Iowa
$222K +$220K +1,004 New
PWS
1665
Proactive Wealth Strategies
Georgia
$221K
1CM
1666
1492 Capital Management
Wisconsin
$221K
BDA
1667
Borer Denton & Associates
Pennsylvania
$221K
CM
1668
Cercano Management
Washington
$221K
CWM
1669
Challenger Wealth Management
California
$221K
E3F
1670
Eight 31 Financial
Texas
$221K
HWM
1671
Hohimer Wealth Management
Washington
$220K -$4.34M -19,832 -95%
AFP
1672
Ausdal Financial Partners
Iowa
$220K +$218K +997 New
HWA
1673
HCR Wealth Advisors
California
$219K +$1.75K +8 +0.8%
CCP
1674
Clarity Capital Partners
California
$218K +$216K +987 New
CAS
1675
Coppell Advisory Solutions
Texas
$218K -$50.4K -230 -16%

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.