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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
LRIA
1676
Leonard Rickey Investment Advisors
Washington
$218K -$4.82K -22 -2%
WTA
1677
Washington Trust Advisors
Massachusetts
$218K +$7.22K +33 +3%
JSL
1678
JT Stratford LLC
Georgia
$216K +$215K +980 New
FBFS
1679
First Business Financial Services
Wisconsin
$216K +$214K +979 New
FC
1680
Financial Council
Maryland
$215K
FSA
1681
Fort Sheridan Advisors
Illinois
$215K
RFA
1682
ROI Financial Advisors
Oregon
$215K +$213K +975 New
CCG
1683
Coastwise Capital Group
California
$214K +$213K +971 New
PMFA
1684
Plante Moran Financial Advisors
Michigan
$214K +$33.9K +155 +19%
OAM
1685
Occidental Asset Management
California
$213K +$211K +965 New
SYBT
1686
Stock Yards Bank & Trust
Kentucky
$213K +$211K +964 New
EPW
1687
Evergreen Private Wealth
Colorado
$210K -$657 -3 -0.3%
MAM
1688
Milestone Asset Management
Pennsylvania
$210K +$208K +952 New
HWA
1689
Heartwood Wealth Advisors
Virginia
$210K -$10.9K -50 -5%
MBI
1690
May Barnhard Investments
Maryland
$208K +$207K +944 New
LIM
1691
Lathrop Investment Management
Arkansas
$207K +$206K +939 New
SS
1692
SBI Securities
Japan
$206K +$12.3K +56 +6%
CCFCSB
1693
Cape Cod Five Cents Savings Bank
Massachusetts
$206K
HWM
1694
Hemington Wealth Management
Virginia
$206K +$15.8K +72 +8%
AWAP
1695
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$205K +$204K +930 New
AWM
1696
Avaii Wealth Management
Wisconsin
$205K +$203K +929 New
CRI
1697
Colonial River Investments
Virginia
$205K +$203K +928 New
C
1698
Certuity
Florida
$205K -$188K -861 -48%
SBIA
1699
Sheaff Brock Investment Advisors
Indiana
$204K -$87.6K -400 -30%
AC
1700
ASB Consultores
Florida
$204K +$202K +924 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.