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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
CW
1751
Curio Wealth
Maryland
$85.5K -$90.9K -415 -100%
MG
1752
MilWealth Group
Wisconsin
$85K
CWM
1753
Centricity Wealth Management
Ohio
$84.8K
DMBA
1754
Deseret Mutual Benefit Administrators
Utah
$84.1K
WA
1755
WPG Advisers
Maryland
$83.7K -$8.54K -39 -9%
PSB
1756
Piscataqua Savings Bank
New Hampshire
$83.3K -$4.38K -20 -5%
SVWA
1757
Sarver Vrooman Wealth Advisors
Missouri
$82.6K +$81.9K +374 New
PP
1758
PrairieView Partners
Minnesota
$82K
HC
1759
Hoese & Co
Minnesota
$81.3K -$7.66K -35 -9%
RA
1760
Rise Advisors
New York
$79.5K +$9.41K +43 +14%
HIIFS
1761
Harel Insurance Investments & Financial Services
Israel
$79K +$78.2K +357 New
FFO
1762
Fortitude Family Office
Arizona
$75.3K
GKIM
1763
GW&K Investment Management
Massachusetts
$74K +$4.6K +21 +7%
WPA
1764
West Paces Advisors
Georgia
$73.8K
IWP
1765
IAG Wealth Partners
Wisconsin
$73.1K
WIM
1766
Westside Investment Management
California
$73.1K
DCM
1767
Davis Capital Management
Florida
$72.9K
EB
1768
Eastern Bank
Massachusetts
$72.2K +$10.9K +50 +18%
HNW
1769
High Note Wealth
Minnesota
$71.5K +$23.2K +106 +49%
FNWA
1770
Financial Network Wealth Advisors
Utah
$70K +$5.69K +26 +9%
CWP
1771
Concord Wealth Partners
Virginia
$68.7K -$219K -1,000 -76%
HCM
1772
Hollencrest Capital Management
California
$68.2K
CPG
1773
Cornerstone Planning Group
New Jersey
$66.9K +$60.9K +278 +927%
BGAI
1774
Bruce G. Allen Investments
Colorado
$66.7K -$24.3K -111 -27%
AF
1775
Atala Financial
California
$66.2K

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.